Provide expert advice and support to clients regarding life insurance products.
Educate clients on the importance of life insurance and how it can benefit their families.
Maintain accurate records of client interactions and follow up on leads provided at no cost.
They appear to be in the life insurance industry, aiming to protect every child and serve all working people. The associates cover 60 territories in the US & Canada and values the experience and wisdom that retired seniors and those aged 50+ bring to their team.
Effectively onboarding new customers and establishing yourself as their trusted advisor.
Managing an existing book of business and processing endorsements for complex accounts.
Providing consistent value throughout the policy lifecycle with proactive relationship management.
Zensurance is redefining commercial insurance for Canadian businesses by providing a digital-first experience. As a leading InsurTech, their platform combines advanced technology with deep industry expertise to deliver tailored insurance solutions. They value ownership, collaboration, and innovation.
Educate prospective customers on Home & Auto insurance options using PolicyMe’s digital platform and your product expertise.
Manage a high-volume, inbound pipeline of Home & Auto leads, converting qualified opportunities into closed policies via phone, SMS, and email.
Recommend the right coverage based on customer needs using a consultative, customer‑first approach that balances protection, price, and eligibility.
PolicyMe is Canada’s leading digital insurance solution, offering straightforward and affordable financial protection for families. Founded in 2018, PolicyMe has sold over $10 billion in insurance coverage to Canadians and operates with a remote-first culture.
Help prospective clients navigate life, critical illness, and health & dental insurance options using PolicyMe’s digital platform and your product knowledge.
Speak with customers in both French & English to answer questions and guide them through the buying process.
Recommend the right coverage based on customer needs, using a clear and honest consultative approach.
PolicyMe is modernizing insurance, making it simpler and more accessible. As a remote-first, Toronto-based startup, they're committed to building the future of insurance in Canada and beyond with a fast-paced, collaborative environment.