Insurance Advisor – Service
Job Description
Onlia Insurance is seeking a motivated, client-focused Insurance Advisor – Service to support new business growth and drive and up-sell renewal business. You will deliver exceptional client service in a fast-paced brokerage environment, managing a high volume of inbound and outbound client connections and making sure client documentation is provided and stored properly.
Location: Remote. The role is open to candidates across Canada and is hybrid or remote depending on proximity to the head office.
Employment type: Permanent, full-time, Monday to Friday
Salary: $55,000 – $65,000 per year
The role focuses on understanding client needs, recommending appropriate additional coverage with integrity and ensuring compliance with underwriting guidelines.
Key accountabilities
- Provide exceptional customer service across multiple channels, answering product and service queries
- Give thorough coverage explanations, handle claims with empathy and remarket where appropriate to meet coverage and premium needs
- Handle and respond to incoming mail and email from existing clients
- Process and review renewals for all insurers
- Contact customers and complete requotes and remarkets as required
- Process cancellation requests on company portals
- Ensure adherence to internal and external underwriting rules, regulations and procedures
- Provide cross-sell and up-sell recommendations to existing clients
- Collect expiry dates on other lines of business from existing clients
- Maintain in-depth knowledge of insurers’ underwriting rules and product features and benefits
- Work proficiently across insurer company portals
- Respond to insurance company underwriters in a timely manner
- Actively participate in training initiatives
Qualifications and competencies
- Post-secondary education and/or equivalent on-the-job experience
- A minimum of 3 years’ experience as a home and auto insurance broker
- RIBO licence required
- Excellent verbal and written communication skills
- Proficiency with computer applications
- High integrity and an excellent work ethic
- Results-oriented with a strong customer service focus
- Ability to work in a fast-paced, challenging environment and manage conflicting demands
- Ability to work independently and as part of a team
Perks and benefits
- Hybrid or remote work depending on proximity to the head office
- A combination of vacation, personal and wellness days
- Comprehensive health and dental benefits, including extended health, vision and dental care
- Disability insurance, life insurance and an employee assistance program
- Paid time off
Accessibility and inclusion
Onlia welcomes applications from individuals of all ethnicities, genders, ages and abilities, including people from equity-seeking groups historically underrepresented in finance, insurance and business. Accessibility accommodations are available on request for all parts of the selection process.
About Onlia Insurance
Onlia Insurance is an omni-channel insurance brokerage launched in 2018 that aims to bring clarity to insurance for Canadians, combining technology with personable phone support. Onlia is a member of the Southampton Group of Companies (Southampton Financial Inc.).
