Step into the future of insurance with PolicyAdvisor as a Digital Life Insurance Advisor. Provide expert insurance advice and engage with clients in a pioneering insurtech workplace. At PolicyAdvisor.com, we're on the lookout for finance graduates eager to revolutionize client management in the insurance sector.
This role sits at the crossroads of technology and insurance, managing leads and guiding clients through their insurance journeys on our digital platform. A blend of robust communication skills and a love for technology will set you up for success. Key Responsibilities:
Deliver exceptional customer service and management
Clarify products and provide detailed insurance advice
Help facilitate clients' applications and underwriting journeys
Assess application accuracy prior to submission
Keep clients informed through different communication channels Requirements:
Interest or experience in life insurance services
Preferred LLQP certification or broker license
Passion for customer-centric service approaches
Excellent verbal and written communication abilities
Detail-oriented with a solid problem-solving aspect Bring your enthusiasm for technology and client service to PolicyAdvisor and help shape the insurance future.
📌 Digital Life Insurance Advisor Opportunity Oakville (Canada)
🏢 PolicyAdvisor
📍 Canada
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