At PetleyHare, success is about more than numbers - it’s about people. We’ve built a vibrant, supportive culture where collaboration, growth, and celebrating wins together are at the heart of everything we do. This isn’t just another customer service role; it’s a chance to be part of something truly special.

If you’re ready to grow your career with a true industry leader, thrive in an award-winning culture, and have fun along the way, we’d love to hear from you.

The Role : Overall Responsibility: Servicing, Cross-selling, and Upselling our existing clients

- Will work with a team who is passionate and enthusiastic about putting the customer first and ready to celebrate your success
- Promotes company core values when interacting with clients and co-workers
- Creates a positive client experience by understanding and meeting and exceeding the customers’ needs
- You’re an advocate, communicating important insurance solutions and coverages to our customers
- Clearly explain coverage and limits to clients, discuss products to address needs and gaps in coverage
- Build relationships with clients, your team and underwriters




- Wanting to serve and deliver an exceptional experience through different methods of contact based on the preference of our clients
- Empowered to do the right thing to get the job done well
- Complete real-time quotes and policy changes on company partner portals

Qualifications & Skills :

- Mandatory RIBO Licensed required
- 2+ years experience of Personal Lines customer service
- CAIB and/or CIP an asset
- SIG/EPIC Experience an asset
- Ability to work in a paperless environment
- Must be open and adaptable to recent technology
- Excellent communication skills both oral and written
- Ability to work within a team and create a supportive environment
- Strong ability to multi-task, prioritize, and manage time effectively
- Actively enjoys workplace comradery and light-hearted fun!

Pay: $50,000.00-$62,000.00 per year

Benefits :

- Dental care
- Employee assistance program
- Extended health care
- Life insurance
- Paid time off
- Vision care

Work Location: In person

📌 Customer Success Advocate (Coboconk)
🏢 PetleyHare Insurance Brokers
📍 Coboconk