Senior Client Advisor developing VF's immigration services sales in Calgary and across Canada. Generating leads, meeting prospects, and preparing clients for attorney consultations.
About the role
- Licensed Service Advisor supporting Trellis’s digital insurance agency through policy service, retention, renewals, and consultative cross-selling. Managing customer interactions across phone, email, and SMS.
Responsibilities
- Deliver exceptional service to existing and prospective policyholders via phone, email, and SMS
- Manage renewals, identify at-risk accounts, and present competitive solutions to reduce churn
- Quote and bind additional lines of coverage or improved renewal options using multiple carrier platforms
- Interpret and analyze policies, endorsements, and reports
- Partner with Sales, Training, and Operations teams
- Navigate CRM tools, comparative raters, and carrier portals
- Leverage automation and data to improve workflows and performance metrics
- Work a Mon-Fri or Sun-Thurs schedule with two days off
Requirements
- 2-3 years of personal lines insurance experience in a service, retention, or sales support role
- Actively hold a Property and Casualty or Personal Lines license in at least 10 states
- Proven success preventing cancellations, rewriting business, and cross-selling additional products
- Clear, confident, and empathetic communication skills
- Highly proficient in navigating multiple carrier systems and CRMs
- Ability to interpret data to improve outcomes
- Detail-oriented and organized
- Capable of performing high-quality work with limited oversight
- Comfortable in a fast-paced, evolving startup environment
- Eager to learn new systems and processes quickly
- Must complete a background check prior to starting employment
- Able to work one weekend day per week
- Able to work at least one closing shift per week (12 PM - 9 PM ET)
Benefits
- Uncapped bonuses for rewriting and cross-selling insurance products for existing customers
- Earn 4% commission of total written premiums, uncapped
- $400 bonus based on metric attainment
- Bonuses available for putting in extra hours
- Room for career advancement
- Competitive compensation (75th+ percentile)
- Fully remote across the US & Canada
- Quarterly virtual and/or in-person events
- Flexible vacation
- Health insurance starts day one
- Wellness programming
- 401(k) and HSA contributions
- FSAs
- Bonuses and equity opportunities
- Paid parental leave
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Wealth Management Advisor guiding affluent members and business owners on investments, loans, and insurance. Building trusted relationships and integrated financial strategies at Desjardins.
Wealth Management Advisor guiding Desjardins members and business owners on investments, loans, insurance, and financial strategies. Building trusted relationships and delivering integrated financial solutions.
Senior credit risk advisor guiding Desjardins credit authorization and strategic risk initiatives. Developing policies, advising decision - makers, and negotiating with external partners.
Senior credit risk advisor leading credit authorization, policy, and strategic risk initiatives for Desjardins, a Canadian financial cooperative. Advising executives and coordinating complex cross - sector projects.
Senior IT Problem Management Advisor improving service management and stability across Desjardins’s Property and Casualty Insurance IT Division. Leading cross - functional improvement, governance, reporting and ITIL practices.
Senior business strategy advisor shaping complex initiatives at Desjardins financial cooperative. Advising leaders, developing strategies, and improving service delivery.
Conseiller audit et prévention de la fraude chez Beneva, assureur de personnes et de services financiers. Renforcement des contrôles d’indemnisation et détection des risques.
Discoverability Advisor advancing Desjardins’ SEO and generative AI visibility. Auditing search presence, developing recommendations and guiding cross - channel discoverability initiatives.
Senior Workforce Capacity Advisor supporting Desjardins Group’s large - scale transformations. Modeling demand, capacity and staffing scenarios for change - management portfolios.