Licensed Insurance Advisor selling Manulife health, dental, travel, and life insurance. Handling inbound and outbound sales through phone, chat, and digital channels.
About the role
- Licensed bilingual insurance agent selling Trupanion pet medical insurance across Canada. Supporting enrollments, member service, cancellations, and retention by phone and email.
Responsibilities
- Answer inbound warm leads from potential members interested in pet insurance policies
- Use a consultative approach to understand member needs and tailor insurance solutions
- Present the value of Trupanion pet insurance policies, emphasizing benefits over price
- Maintain call control and guide conversations toward successful enrollment
- Explain policies and coverage options and address member questions or objections
- Accurately enroll pets in policies and document required information
- Serve as a point of contact for current members and address policy inquiries
- Provide guidance and ensure current-member satisfaction
- Handle cancellation inquiries, understand member concerns, explore alternatives, and seek retention
- Communicate with members by phone and email, adapting communication style to member preferences
- Navigate challenging scenarios and handle escalations
- Support current and future members at Trupanion, a provider of medical insurance for cats and dogs
Requirements
- Active AMF-approved General Damage Insurance Level 1 or Personal Damage Insurance Level 1 license
- Licensed to sell insurance in Québec and the province in which the candidate currently resides
- Fluent in both English and French
- Excellent verbal and written communication skills in both English and French
- Minimum of 2 years' experience in a sales and/or customer service role
- Previous experience in a bilingual sales/customer service role
- Track record of delivering exceptional service
- Ability to adapt to diverse member needs and preferences
- Goal-oriented mindset to achieve and surpass sales targets
- Weekend availability required
- Ability to work the training schedule Monday through Friday, 11:00 a.m. to 8:00 p.m. ET, for at least the first 12 weeks
- Ability to work shifts that may begin as early as 8:30 a.m. ET after training
- Customer-centric approach, critical thinking, creative problem-solving, patience, active listening, emotional intelligence, and emotional resilience
Benefits
- Employer-paid extended health coverage for you and your family
- RRSP, pension, etc. registration partnership with Wealthsimple
- Four weeks of paid time off
- 11 paid float holidays
- Five weeks, paid, sabbatical after five years of employment
- Employer-paid medical insurance for one pet (cat or dog)
- Paid time off to volunteer at nonprofit organizations
- Open, casual, pet-friendly, and fun work environment
- Monthly bonuses based on individual performance may be available
- Restricted Stock Units granted to all new team members, vesting over 4 years
- Flexible workplace / remote position
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