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 key 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 setting
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