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Bilingual Licensed Insurance Advisor (Remote)

Policyme

RemoteAll Account Manager jobs (1386)Full-time

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PolicyMe is seeking a Bilingual Licensed Insurance Advisor to join their remote team and contribute to modernizing the insurance industry. In this role, you will engage with customers daily, addressing their insurance inquiries, managing complex cases, and guiding them through various product offerings. Your responsibilities will include handling inbound leads through phone, SMS, and email, ensuring clients receive the necessary coverage while enjoying a positive experience. This position stands out from traditional insurance advisor roles as it focuses solely on inbound, qualified leads, eliminating the need for prospecting. You will collaborate with a high-performing marketing team and participate in discussions aimed at enhancing operations and customer satisfaction. The ideal candidate should possess relevant insurance licensing and be fluent in both English and another language. This fully remote position is well-suited for individuals looking to thrive in a fast-paced startup environment, offering opportunities for career advancement and involvement in innovative projects. You will report directly to the Customer Success Manager, contributing to the company's mission of making insurance more accessible and customer-centric.
Overview of the role We’re on a mission to modernize insurance, making it simpler, more accessible, and customer-first. The insurance industry is a $1T market that has remained largely untouched by the digital revolution, and PolicyMe is here to change that. As a remote-first, Toronto-based startup with big ambitions, we’re looking for a Bilingual Licensed Insurance Advisor to help us build the future of insurance in Canada and beyond. On a typical day, you’ll be educating our customers on their insurance needs by answering challenging questions, dealing with advanced customer cases, and guiding them through our different products. You will be on the front lines of PolicyMe, managing all inbound leads through their policy applications, and ensuring they get the coverage they need (and feel good about the process) via phone, SMS and email. How it is different from a typical insurance advisor role: This is an opportunity to be part of a dynamic and rapidly growing startup, with opportunity for upward mobility. You’ll never have to prospect. All leads are inbound, qualified, and supported by a top-performing marketing and growth team. You'll be involved in discussions across the organization on how to streamline operations, improve the customer experience and help build innovative insurance products. Ride a wave of industry disruption, instead of fighting against it. Reports To: Customer Success Manager
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