Insurance Advisor – Service Team.

About Cheep Insurance.

Cheep Insurance is not your traditional insurance brokerage. As Atlantic Canada’s first and only 100% online broker (a business model we established before Covid was even a thing!), our team gets to work from the comfort of their homes every day. 

As the new broker on the block, we’ve been ruffling feathers in the industry since our launch in summer 2016 – and our significant success since then means we’re now looking to grow our team (again!) We are on the hunt for someone with exceptional customer service skills to help us service our growing book of business. In this role, you’ll have the opportunity to work with a small group of energetic, intelligent, and results-focused team members in a fun work atmosphere where technology is revered. 

Key Accountabilities.

• KA1 – Provide excellent customer service via phone or email. 
• KA2 – Support retention goals by shopping policies and saving clients during cancellation inquiries. 
• KA3 – Increase Cheep Insurance’s online presence and positive Google reviews. 
• KA4 – Ensure all necessary software is functioning for the duration of shifts and report issues. 
• KA5 – Regularly review and update client files for accuracy. 
• KA6 – Respond promptly to emails and voicemails, notifying the service manager if delays occur. 
• KA7 – Check and action all email folders daily, including personal and shared ones. 
• KA8 – Prioritize and address personal and team activities daily. 
• KA9 – Help increase policies per client by cross-selling and upselling. 
• KA10 – Attend monthly 1:1 coaching sessions and engage in team discussions.  

Qualifications and Competencies.

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

• Currently active insurance licenses in the Atlantic provinces or RIBO  

• Completed or working towards CAIB designation

• In- depth understanding of our insurer partners’ product offerings and processes 

• Excellent verbal and written communication skills 

• Proficiency with computer applications including EPIC (Broker Management System) , Applied Rating Services (ARS) and Microsoft Office 

• Ability to work in a high customer engagement environment 

• Ability to work individually as well as part of a team  

• Excellent email and phone etiquette  

Working at Cheep Insurance.

Our mission is to simplify the insurance experience and help clients find the best price out there – quickly & easily. We invest in top technologies, continuously improve our workflows, and innovate to be the best we can every day. And unlike a lot of companies, we prioritize both the client and employee experiences to make sure everyone is happy. 

We encourage submissions from candidates who represent the various dimensions of diversity. We are committed to providing barrier-free and accessible employment practices. 

Salary.

Starting at $45k , based on education, experience and qualifications 

Apply Now.

Interested? Send your resume and cover letter to [email protected] to apply.

We thank all applicants for their interest; however, only those selected to be interviewed will be contacted.