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 outreach via email and phone.

• Generate new business opportunities by binding new policies, securing renewal dates, and cross-selling or upselling personal insurance products.

• Assist clients throughout the claims process.

• Timely manage and review policy renewals to ensure high client retention rates.

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

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

⛳️ Requirements

• RIBO license is required.

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

• Strong understanding of personal lines insurance products and coverages.

• Dedication to professional growth, including obtaining CAIB or CIP designation.

• Ability to work on a rotating schedule – no weekends.

• A post-secondary diploma or degree would be an asset.

🏝️ Benefits

• A welcoming, flexible, and open workplace.

• Numerous opportunities for growth and learning.

• Independence to shape your own success.

• An inclusive culture that embraces a diverse range of backgrounds.

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

• Flexible paid Values Days.

• Paid Volunteer Days through Amplifying Communities.