Customer Service Representative

Company
description

is an exciting, early -stage, insurtech startup that is transforming the way
Canadians buy insurance. We've built a brand -new digital insurance platform
that offers a simple, intuitive alternative to the archaic, offline
distribution model used by most of Canada's insurance industry.

Job
description

The
way Canadians buy life insurance is changing; do you want to be part of it?

is an exciting, early -stage, insurtech startup that is transforming the way
Canadians find and buy the protection they need. We've built a brand -new
digital insurance platform that offers a simple, intuitive alternative to the
archaic, offline distribution model used by most of Canada's insurance
industry.

With
a compelling vision, proven management team, and significant seed funding,
brings innovation and disruption to the rapidly evolving
insurtech space. Since launching in Q we've helped countless Canadians
get the coverage they need.

Are
you ready to help build and get more Canadians covered? And
give an old -fashioned industry a kickstart into the digital age? Then look no
further.

Who
we're looking for:

We
are looking for a talented Customer Service and Operations manager interested
in a high growth role at an early stage, well -funded startup. Our team is
small, but growing, so your role matters to us and offers significant growth.
You'll participate in the development and ongoing enhancements of
PolicyAdvisor's customer operations but connect to all business areas (meaning
you'll have a chance to influence sales, customer service, product strategy,
and more).

In
this position, you will help the PolicyAdvisor team develop exceptional
operational and service standards to support rapidly growing business needs and
meet strategic objectives. You will support the team in identifying,
quantifying, prioritizing, and delivering the operational changes required to
continue to build a sustainable high -growth business. You'll work directly with
various internal business leaders and external stakeholders.

Traits:

·
Excellent quantitative analysis and critical thinking abilities.

·
Strong analytical & mathematical skills to assimilate complex information
with a proven ability to translate vision and strategic priorities into
operational and financial realities

·
Enthusiastic. Willing to roll up sleeves and get into details. Eager for that
extra mile to better the operations processes.

Responsibilities:

·
Collaborate in the design, development, implementation and management of core
business/group processes and operations.

·
Assist the brokerage and operations teams in managing escalated client
relationships & delivering excellent customer service for clients.

·
Work with the brokerage team to provide an exceptional insurance shopping
experience for customers, including assistance in quote generation &
post -sales follow -ups.

·
Complete process checks to ensure documentation is up -to -date and valid to
ensure accuracy.

·
Conduct regular audits of CRM tools and practices based on established
guidelines.

·
Analyze data and information to provide business insights and recommendations.

· Act
as the Subject Matter Expert for insurance procedures and operations.