Digital Service Advisor

This is a fully remote position, open to applicants in Canada.

📋 Description

• Engage with prospects and clients to identify and deliver optimal coverage, protection, and customer service.

• Establish and nurture robust client relationships through proactive communication via email and phone.

• Generate new business opportunities by binding new policies, securing expiry dates, and cross-selling and up-selling personal insurance products.

• Assist clients throughout the claims process.

• Oversee and assess policy renewals promptly to ensure high levels of client retention.

• Collaborate with colleagues and management to create positive and efficient office procedures.

• Execute all additional tasks assigned by management to guarantee exceptional customer service for prospects and clients.

⛳️ Requirements

• A valid RIBO license is required.

• At least 2 years of brokerage-based personal insurance experience is necessary.

• A post-secondary diploma or degree would be considered beneficial.

• Strong understanding of personal lines insurance products and coverages is essential.

• A commitment to ongoing professional development, including obtaining CAIB or CIP designation.

• Availability to work on a rotating schedule – weekends off.

🏝️ Benefits

• A welcoming, flexible, and inclusive workplace environment.

• Numerous opportunities for personal and professional growth.

• The autonomy to shape your own success.

• Join our inclusive culture, alongside an exceptionally talented group of individuals from diverse backgrounds.

• A comprehensive rewards program that supports your financial, physical, and mental well-being.

• Flexible paid Values Days to recognize important occasions in your life.

• Paid Volunteer Days for employees as part of Amplifying Communities, a program dedicated to supporting causes that resonate with our employees and clients.