Customer Management Manager (Oakville)

Customer Management Manager (Oakville)

02 Sep
|
PolicyAdvisor
|
Oakville

02 Sep

PolicyAdvisor

Oakville

com is an exciting, early-stage, insurtech startup that is transforming the way Canadians buy insurance. We’ve built a brand-new digital insurance platform that offers a simple, intuitive alternative to the archaic, offline distribution model used by most of Canada's insurance industry. The way Canadians buy life insurance is changing; com is an exciting, early-stage, insurtech startup that is transforming the way Canadians find and buy the protection they need.

We’ve built a brand-new digital insurance platform that offers a simple, intuitive alternative to the archaic, offline distribution model used by most of Canada’s insurance industry. With a compelling vision, proven management team, and significant seed funding, PolicyAdvisor.com brings innovation and disruption to the rapidly evolving insurtech space. Since launching in Q2-2019 we’ve helped countless Canadians get the coverage they need.

Are you ready to help build PolicyAdvisor.And give an old-fashioned industry a kickstart into the digital age? We are looking for a talented Customer Service and Operations manager interested in a high growth role at an early stage, well-funded startup. You'll participate in the development and ongoing enhancements of PolicyAdvisor’s customer operations but connect to all business areas (meaning you'll have a chance to influence sales, customer service, product strategy, and more).

In this position, you will help the PolicyAdvisor team develop exceptional operational and service standards to support rapidly growing business needs and meet strategic objectives.



You will support the team in identifying, quantifying, prioritizing, and delivering the operational changes required to continue to build a sustainable high-growth business. Excellent quantitative analysis and critical thinking abilities. · Collaborate in the design, development, implementation and management of core business/group processes and operations. · Assist the brokerage and operations teams in managing escalated client relationships & delivering excellent customer service for clients. · Work with the brokerage team to provide an exceptional insurance shopping experience for customers, including assistance in quote generation & post-sales follow-ups. · Conduct regular audits of CRM tools and practices based on established guidelines. · Analyze data and information to provide business insights and recommendations. · 5+ years of operations or customer management experience at a leading financial institution or successful consumer service company.

Work experience in an online business will be helpful, although not a requirement · Strong proficiency with spreadsheets and data tables. · Understanding of risk, regulatory, and compliance requirements · Bachelor's degree in Business, Finance or Operations or related fields or equivalent practical experience; MBA is a plus (or enough career experience that degrees aren’t the most engaging thing you’ve accomplished) Competitive base salary · Relaxed, collaborative office setting - previously in downtown Toronto, but over Zoom for the foreseeable future.

Job Types: Full-time, Permanent

📌 Customer Management Manager (Oakville)
🏢 PolicyAdvisor
📍 Oakville

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