Customer Success • Entry-Level

Who you are

You are a Bilingual Licensed Insurance Advisor with a passion for modernizing the insurance industry. You have a customer-first mindset and are eager to educate clients about their insurance needs. Your ability to communicate effectively in both English and French allows you to connect with a diverse clientele, ensuring they feel supported throughout their insurance journey. You thrive in a remote-first environment and are excited about the opportunity to work with a dynamic startup that is disrupting the traditional insurance market.

You possess strong problem-solving skills and can handle challenging customer inquiries with ease. Your experience in customer service or a related field has equipped you with the tools to manage advanced customer cases effectively. You are comfortable using various communication channels, including phone, SMS, and email, to assist clients in navigating their policy applications. You are motivated by the chance to contribute to a company that values innovation and customer satisfaction.

What you'll do

As a Bilingual Licensed Insurance Advisor at PolicyMe, you will be on the front lines of customer interaction, managing all inbound leads and guiding them through their insurance applications. Your role will involve educating customers about their insurance options, answering their questions, and ensuring they receive the coverage they need. You will collaborate with the marketing and growth team to streamline operations and enhance the customer experience. Your insights will play a crucial role in shaping innovative insurance products that meet the evolving needs of clients.

You will not have to prospect for leads, as all inquiries will be inbound and qualified. This allows you to focus on providing exceptional service and building relationships with customers. You will participate in discussions across the organization to identify areas for improvement and contribute to the overall success of the company. Your work will directly impact how PolicyMe modernizes the insurance experience for clients in Canada and beyond.

What we offer

PolicyMe offers a unique opportunity to be part of a rapidly growing startup that is committed to transforming the insurance industry. You will work in a supportive environment that encourages collaboration and innovation. The company values your contributions and provides opportunities for upward mobility within the organization. As a remote-first company, you will enjoy the flexibility of working from home while being part of a team that is passionate about making insurance simpler and more accessible for everyone.