Onlia Insurance is an innovative omni-channel insurance offering that believes in changing the way Canadians experience insurance. Our mission is to bring clarity to insurance while simplifying the relationship between a consumer and their insurance provider. We believe in using technology to streamline the purchase process while still being there to provide our clients with reliable and personable support over the phone when they need it Since launching in 2018, we’ve grown and evolved into a brokerage where our customers first approach and in-depth personal lines insurance knowledge has made us a go-to for anyone looking for insurance coverage they can count on. We’re looking for professionals who want to connect with potential customers and improve their insurance experience as much as we do.

We are a member of the Southampton Group of Companies. Southampton Financial Inc. is fusing expertise, innovation, and a relentless commitment to excellence. We are here to disrupt insurance in Canada and are building a team of heavy hitters to make that a reality. We work collaboratively in a fast-paced and agile environment. Every member of our team is empowered to take ownership of their role, and to assist in the build of a best-in-class experience for our customers.

We’re seeking a motivated client-focused Insurance Advisor - Service to support new business growth as well as drive and up-sell renewal business. The incumbent will deliver exceptional client service in a fast-paced brokerage environment. You’ll manage a high volume of inbound and outbound client connections while ensuring appropriate client documentation has been provided and stored properly.

This role focuses on understanding client needs, recommending appropriate additional coverages with integrity,



and ensuring compliance with underwriting guidelines.

This is a full-time hybrid/remote (depending on proximity) position, Monday to Friday. The role is open to candidates across Canada. At Onlia Insurance, you’ll have the opportunity to grow your sales career, make a direct impact on business results, and be supported by a team that values performance, professionalism, and continuous development.

Key Accountabilities:

1. Provide exceptional customer service across multiple communication channels, answering product and service queries.

2. Thorough coverage explanations, empathetic claims handling, ability to remarket where appropriate to ensure coverage and premium needs are met.

3. Handle and/or respond to all incoming mail/e-mail from existing clients.

4. Process and review renewals for all insurers.

5. Contact Customers and complete any requotes/remarkets as required.

6. Process all cancellation requests on company portals.

7. Ensure adherence to internal and external underwriting rules, regulations and procedures.

8. Provides cross-sell and up-sell recommendations to existing clientele.

9. Collects expiry dates on other lines of business from existing clientele.

10. In-depth understanding of various insurance providers underwriting rules & product features and benefits.

11. Knowledgeable and proficient on various insurer company portals.

12. Respond to insurance company underwriters in a timely manner

13.



Actively participate in training initiatives

Qualifications and Competencies:

· Post-secondary education and / or equivalent on the job experience

· A minimum of 3 years’ experience in home and auto insurance broker

· RIBO licensed is required

· Excellent verbal and written communication skills

- Proficiency with computer applications and an productive digital enabler
- High level of integrity and excellent work ethic
- Results oriented with a strong customer service focus
- Ability to work in fast-paced and challenging environment
- Ability to prioritize and manage conflicting demands
- Ability to work individually as well as part of a team

Perks

· Hybrid or Remote work depending on proximity to the head office

· Combination of vacation, personal & wellness days - your wellbeing matters to us!

· Comprehensive health and dental benefits

WORKING AT ONLIA INSURANCE

At Onlia Insurance, we believe diverse perspectives fuel innovation and progress. We welcome and encourage applications from individuals of all ethnicities, genders, ages, and abilities, including those from equity-seeking groups that have been historically underrepresented in finance, insurance, and business.

Accessibility accommodations are available upon request for candidates taking part in all aspects of the selection process. If you have suggestions for how we can improve our hiring processes to make them more accessible and inclusive, please contact us at [email protected].

Pay: $55,000.00-$65,000.00 per year

Benefits:

- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- Paid time off
- Vision care
- Work from home

Work Location: Remote

📌 Insurance Advisor - Service (Canada)
🏢 Onlia Insurance
📍 Canada