Shape customer operations at PolicyAdvisor.com using quantitative analysis and critical thinking within an early-stage insurtech startup. Help make insurance simpler for Canadians.

As Customer Service and Operations Manager, you will develop service standards and operational improvements supporting rapid business growth. The work connects sales, customer service, product strategy, brokerage operations, and external stakeholders. You will translate strategic priorities into operational and financial realities.

Key Responsibilities:

- Design and manage core business processes and operations
- Support escalated client relationships and customer service delivery
- Assist insurance quotes and post-sales customer follow-ups
- Check documentation accuracy and validity




- Audit CRM tools and practices against guidelines

Requirements:

- Five years of operations or customer management experience
- Financial services or insurance experience preferred
- Robust spreadsheet and data table proficiency
- Understanding of risk, regulatory, and compliance requirements
- Bachelor’s degree or equivalent practical experience

Apply quantitative analysis, customer operations, and insurance expertise to improve PolicyAdvisor.com’s growing service platform.

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📌 Customer Operations Manager Insurance (Oakville)
🏢 PolicyAdvisor
📍 Oakville