Policyme12mo ago

Bilingual Licensed Insurance Advisor (Remote)

In TorontoRemoteFull-timemid

OtherBilingual

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Quick Summary

Overview

Overview of the role We’re on a mission to modernize insurance, making it simpler, more accessible, and customer-first. The insurance industry is a $1T market that has remained largely untouched by the digital revolution, and PolicyMe is here to change that.

Technical Tools

hubspotcustomer-successperformance-management

Overview of the role

We’re on a mission to modernize insurance, making it simpler, more accessible, and customer-first. The insurance industry is a $1T market that has remained largely untouched by the digital revolution, and PolicyMe is here to change that. As a remote-first, Toronto-based startup with big ambitions, we’re looking for a Bilingual Licensed Insurance Advisor to help us build the future of insurance in Canada and beyond.

On a typical day, you’ll be educating our customers on their insurance needs by answering challenging questions, dealing with advanced customer cases, and guiding them through our different products. You will be on the front lines of PolicyMe, managing all inbound leads through their policy applications, and ensuring they get the coverage they need (and feel good about the process) via phone, SMS and email.

How it is different from a typical insurance advisor role:

This is an opportunity to be part of a dynamic and rapidly growing startup, with opportunity for upward mobility. You’ll never have to prospect. All leads are inbound, qualified, and supported by a top-performing marketing and growth team. You'll be involved in discussions across the organization on how to streamline operations, improve the customer experience and help build innovative insurance products. Ride a wave of industry disruption, instead of fighting against it.

Reports To: Customer Success Manager

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

Manage a high-volume pipeline of 300–350 inbound leads each month

Use HubSpot to track conversations, follow-ups, and application stages

Recommend the right coverage based on customer needs, using a clear and honest consultative approach

Maintain high-quality service across phone, email, and SMS channels

Address customer questions related to their needs, product details, or how the insurance process works

Collaborate with teammates and team leads to help improve workflows and elevate the customer experience

Ensure every prospective customer receives the same honest, helpful, and human service PolicyMe is known for

Other duties as required

This role may fall under either the Sales or Retention team, depending on hiring priorities. Sales-focused advisors will help convert inbound leads into new customers, while Retention-aligned advisors will focus on renewals and supporting existing policyholders. Both tracks offer opportunities for impact and advancement.

Bilingual in French and English, with strong written and verbal communication in both

Open to obtaining licensing in Quebec if not already licensed there

A licensed Life and Accident & Sickness insurance agent with a valid LLQP

1 - 4 years of experience in insurance or a related industry

Experience managing a high-volume pipeline with strong organizational skills

A proven track record of exceeding sales targets in a consultative sales environment

Ability to manage objections and explain complex concepts clearly

A natural conversationalist who builds rapport easily and makes clients feel heard

High empathy and discretion, especially when speaking about personal or financial topics

Coachable and a strong desire to learn and improve

A growth mindset with the ability to adapt to change and contribute to continuous improvement

Ownership over your work and your pipeline

Alignment with PolicyMe’s values and commitment to putting the customer’s best interest first

Please note: As a standard procedure for audit compliance, this position is subject to credit checks, background checks, and reference checks.

Generous PTO - 20 vacation days

A comprehensive benefits plan with premiums paid in full by PolicyMe

Investment in your professional development, including an L&D budget, AI tooling budget, performance reviews twice a year and ongoing feedback to ensure you reach your highest potential

An extremely high performing, low-ego, remote-first team that is truly disrupting an old industry

Option to work from home or our Toronto-based office (bonus: we cover the costs to bring all our employees in-person twice a year for experiential socials!)

Access to stock options based on performance

Compensation: The total target cash compensation for this role (including OTE) is $88,000 with earnings potential up to $120,000 CAD. We’ll walk through the details together during the interview.

Location & Eligibility

Where is the job

Worldwide

Fully remote, anywhere in the world

Who can apply

Same as job location

Listed under

Worldwide

Listing Details

Posted: April 25, 2025
First seen: March 26, 2026
Last seen: May 12, 2026

Posting Health

Days active: 47
Repost count: 0
Trust Level: 39%
Scored at: May 13, 2026

Signal breakdown

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Policyme

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PolicyMe is a Canadian digital insurance provider offering life, critical illness, and health & dental insurance through a streamlined online platform, focused on affordability and accessibility.

Employees

125

Founded

2018

Domain

Jobs

External application · ~5 min on Policyme's site

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