Insurance Advisor – Service Team

Overview

Cheep Insurance is not your traditional insurance brokerage. As Atlantic Canada’s 1st and only 100% online broker, our team gets to work from the comfort of their homes every day.

As an online broker, we’ve been ruffling feathers in the industry since our launch in 2016 – and our significant success means we’re now looking to grow our team. We are on the hunt for a licensed insurance broker 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.
If you’re looking for a meaningful opportunity to make an impact in the insurance industry, we’d love to hear from you!

About Cheep Insurance

Our Mission:

We believe insurance should be simple, convenient, and accessible to everyone.

We help find personal insurance & payment plans that work for everyone – even if you don’t have the best driving record, credit, or payment history.

Our Core Values

Our company culture is very important to us – we’re looking for team members who align with our core values:

• People First – We believe in teamwork, empowerment, empathy, & open communication.
• Innovation & Simplicity – We work smarter, not harder.
• Professionalism – We take pride in our work, act with integrity, and lead with accountability.
• Good Vibes Only! – We bring fun and positive energy to the world of insurance.
• Growth-Focused – We take initiative to #GSD (if you know, you know) and make our vision a reality.

Highlights of Working at Cheep Insurance

• Competitive compensation
• Work from home full time to maximize work-life balance
• Opportunities for growth and development
• Positive work culture and relationships, including a formal employee recognition and appreciation platform
• Simplified workflows to make life as easy as possible for our team (in the insurance broker world, this can be hard to come by!)
• Our fun team culture and fast-paced environment make the work day enjoyable!

Key Accountabilities

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

Qualifications and Competencies

• RIBO license is required
• Completed or working towards CAIB
• In- depth understanding of our insurer partners’ product offerings and processes
• Excellent verbal and written communication skills
• High level of integrity and excellent work ethic
• Results oriented with a strong customer service focus
• Ability to work in fast-paced and challenging environment
• Ability to prioritize and manage conflicting demands
• Proficiency with computer applications including EPIC (Broker Management System), ARS (Applied Rating Services – Quoting Tool) 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

Compensation

Salary to be determined by education, experience and qualifications.

Working at the Southampton Financial Group of Companies

Cheep Insurance is a proud member of the Southampton Financial Group of Companies.

Our aim is to create a workforce that is diverse, promotes positivity, and demonstrates the values of equality, fairness, and respect in everything we do. We are dedicated to an antidiscrimination approach and provide equal opportunity for employment regardless of gender, race, ethnicity, national origin, age, sexual orientation or identity, education, or disability. We respect and value diverse life experiences and cultures and ensure that all voices are valued and heard.

Southampton Financial Inc. welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

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.