Insurance Advisor – Service Team

Opportunity Overview

Cheep Insurance is a fully digital insurance brokerage — proudly working from home since before it was cool. Launched in 2016, we’ve been ruffling feathers (pun intended!) in the industry ever since. This past year, we joined the Southampton Group of Companies, opening up new opportunities for growth – and as a result, we’re expanding our team!

We’re on the lookout for a RIBO-licensed insurance broker with outstanding customer service skills to help support our growing book of business. This is a remote position requiring availability Monday to Friday during standard business hours. Applicants must have a reliable home workspace and be able to maintain consistent availability during their assigned shift.

You’ll work alongside a small, dynamic team of sharp, driven professionals in a tech-forward environment where innovation and results are celebrated.

If you’re passionate about making an impact, embracing technology, and having a little fun along the way, this could be the perfect opportunity for you!

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

About Cheep Insurance

Our Mission:

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

We help Canadians find personal insurance & payment plans that work for YOU – 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. Productive > busy.
• Professionalism – We take pride in our work, act with integrity, and lead with accountability.
• Good Vibes – We strive to bring 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!

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.