Licensed Insurance Advisor (Lia) – Individual Direct Channel (Toronto)

Licensed Insurance Advisor (Lia) – Individual Direct Channel (Toronto)

17 Oct
|
Green Shield Canada (GSC)
|
Toronto

17 Oct

Green Shield Canada (GSC)

Toronto

WHO WE AREGreenShieldis a proudly Canadian, national non-profit health care and insuranceorganization, driven by our mission of Better Health for All. We believe health care is aright, not a privilege, and we are committed to improving health outcomes,advancing health equity, and building a future where every Canadian can reachtheir full health and well-being potential.Throughour unique integrated payer-provider ( "payvider") model, we offerinsurance, administer benefits, and pay claims as a 'payer' while offeringhealth care services such as mental health, pharmacy, telemedicine, and chronicdisease management as a 'provider'. As a non-profit social enterprise without shareholders, we reinvest our excessearnings to directly support underserved communities. Through GreenShieldCares, we positively impacted the health and well-being of over one millionCanadians between 2020 and 2025. What's driving us now is the commitment to measurably impact an additionalthree million Canadians by 2030 – across mental health, essential medicines,and chronic disease management – through scalable initiatives that delivermeaningful change in pursuit of our mission of Better Health for All.AtGreenShield, our culture is where purpose meets passion and performance. Our teams work as one to delivermeaningful, measurable impact for the people and communities we serve.THEROLE IN A NUTSHELLBase Salary: CAD $67,517.00 - 84,396.00The Licensed InsuranceAdvisor (LIA) will be responsible for supporting potential and existing Individualinsurance clients and meeting sales and retention targets through GreenShield'sin-house sales centre. This includes new client acquisition, client retention,relationship building, and supporting cross selling and other initiatives fromwithin the organization. This role requires a needs-based approach that putscustomers first with all that they do. The position reports to the Manager,Sales & Retention, Individual Direct Channel and may have the opportunityto periodically work with other lines of business throughout GreenShield.This role is a hybrid rolewith 2 days each week in our Toronto office.Here is what the roleentails.ActivitiesConnect with potential and/or existing GreenShieldIndividual insurance clients to gain anunderstanding of their needs and recommend a solution that best meets thoseneedsLeverage GreenShield contact strategy to engage with clientsthrough inbound & outbound calls and emailPromote additional GreenShield's products or solutions as requiredSupport our clients through outbound and inbound calling whilstproviding a first-class customer experienceAchieve sales, retention,



quality, and activity targetsCapture and provide feedback from clients to help improve GreenShieldprocesses, products, and servicesAccurately complete all CRM and Telephony logging activities tosupport continued analyticsContinuous ImprovementParticipating in regular sales coaching session with your directline ManagerReview individual performance and adjust as required to achievepre-set targets and goalsOther ongoing training and continuous learning opportunities asthey ariseIndustry Awareness and ComplianceMaintain all valid LLQP licensing requirements which includesmaintaining Continuing Education (CE) credits to remain in good standingwith the regulatorWHO WE'RE LOOKING FORWe're looking for a uniqueindividual who is passionate about helping us create better health for allCanadians.Education & ExperiencePost-secondarydegree or diploma preferred or equivalent work experience2+ year experience in sales or retention in a call centerenvironmentExperience in insurance sales a plusFull LLQP/HLLQP for atleast two consecutive years (preferred)Ability to secure additional provincial licensing within the first three months of employmentPrevious insurance or financial industry knowledgeFamiliar with various insurance products (Health & Dental,Travel) and how they provide value for our clientsPrevious experience with call center methodologies and toolsSkills & CompetenciesAble to maintain a client centric approach to your work and buildlast relationships between GreenShield and clientsSolid understanding of needs-based sales principles, soft skills,and how to support different types of clients in a performance-drivenenvironmentExcellent communication and collaboration skills, with the abilityto work across diverse teams and stakeholdersStrong organizational skills and the ability to prioritize andtriage workloadsExcellent verbal and written communication/presentation skills; Confident,



credible and personableProfessional with a solid and responsive approach to work in a fast-paced,high volume call centre environmentStrong personal integrity and work ethic; takes responsibility;Likes to be held accountable and prides themselves on their resultsDesire for continuous improvement and skilled at applying feedbackTHE CULTUREWe believe a career should be meaningful. Not just ameans to earn a living. Our culture is one where everyone's voice is heard andvalued. Because that's what it takesto create better health for all. We dare to challenge the status quo. And we'redriven by people who have challenged theirs. We believe that yourworkplace should empower you to be the best version of yourself. That's why we provide aplace where you can be inspired, challenged, and rewarded.Where your growth means our growth.Where your voice is heard and valued.Where your work has purpose. And purpose matters.We believe our people arecritical to our overall success. Inclusivity makes us a stronger, smarter andmore informed organization. Being intentionally inclusive of diversebackgrounds, perspectives and experiences will enhance our company culture topositively impact how we support our communities. A career at GreenShield isn't just about personalachievements, it's about making adifference together.Here's to Better Health for All!AFEW MORE DETAILSProficiency in English is requiredfor this position. As part of this role, you will be required to communicatewith colleagues or customers who use English as their primary language. By requiring English proficiency for thisposition, we aim to ensure that our employees can excel in their roles,collaborate, and communicate effectively, and contribute to the success of ourorganization.GS supports diversity, equity andinclusion in our teams and communities, and we value the unique contributionsmade by all. Even if your experience doesn't align perfectly to everyrequirement, we invite you to apply. We encourage applications fromall candidates and will accommodate needs under human rights legislationthroughout all stages of the recruitment and selection process. Please let usknow of any accommodation through [email protected]. Information received relating toaccommodation will be addressed confidentially.Providing this information givesGS consent to use your personal information to assess your suitability for specific positions, future opportunities or for your personnel file. Your résumé will be held in strict confidence and will be viewed only by the Organization. Information may be stored outside of Canada and could be used for aggregate statistical purposes (which uses no personal identification).AI Usage - GreenShield leverages AI to help produce Job Descriptions, and ideate on interview questions. We also leverage AI for interview transcription support.

📌 Licensed Insurance Advisor (Lia) – Individual Direct Channel (Toronto)
🏢 Green Shield Canada (GSC)
📍 Toronto

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