Associate I, Placement Team - Policygenius
ZinniaSalary not specified
- Full Time
- Entry Level & New Grad
$80,000 – $90,000Compensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries
Requirements
Candidates must possess a valid LLQP (Life and Accident & Sickness insurance agent) license, along with 1-4 years of experience in the insurance or related industry, a proven track record of top performance and exceeding sales targets, strong communication skills to dissect and communicate complex concepts, a desire to work collaboratively and provide actionable feedback, empathy when discussing health conditions and financial situations, the ability to handle ambiguity and deliver results, and a growth mindset to continuously improve and develop skills.
Responsibilities
The Licensed Life Insurance Advisor will educate customers on their insurance needs, handle complex cases, guide customers through various insurance products via phone, SMS, and email, become a product expert through training, serve as the first point of contact for prospective customers, address customer questions regarding insurance needs and the application process, utilize consultative sales techniques to match customers with appropriate products, work closely with sales teammates to solve complex client problems, manage a pipeline of inbound applicants in Hubspot, and provide unparalleled customer service.
Skills
Insurance sales
Customer communication
Consultative sales techniques
Product knowledge (life, critical illness, health & dental insurance)
CRM management (Hubspot)
Empathy
Team collaboration
Self-motivation
Growth mindset
PolicyMe
Online platform for affordable life insurance
About PolicyMe
PolicyMe simplifies life insurance for Canadians by offering affordable coverage options, including critical illness insurance, through an easy-to-use online platform. Customers can access straightforward advice and apply for policies digitally, which helps reduce costs and allows the company to offer lower premiums. Unlike traditional insurance providers, PolicyMe operates with a digital-first approach, minimizing overhead expenses and passing the savings on to clients. The company is backed by reputable partners, enhancing its credibility and financial stability. PolicyMe aims to ensure transparency and customer satisfaction, handling claims with care and using customer feedback to improve services. Additionally, the company fosters a positive work environment through team-building events, even while operating remotely.
Key Metrics
Toronto, CanadaHeadquarters
2018Year Founded
$20.5MTotal Funding
SERIES_ACompany Stage
Fintech, Financial ServicesIndustries
51-200Employees