First seen by our source: 5 hours ago
Customer Success Advocate
@ PetleyHare Insurance Brokers
Port Perry, Ontario
Overview
PetleyHare Insurance Brokers is hiring a full-time Customer Success Advocate to service, cross-sell and upsell to existing clients. The role requires RIBO licensing and 2+ years of personal lines customer service, with work done in a paperless environment across several computer programs and company partner portals.
Responsibilities:
- Service, cross-sell and upsell existing clients
- Explain coverage and limits and address gaps in coverage
- Respond to incoming calls and emails in a timely manner
- Complete real-time quotes and policy changes on partner portals
- Build relationships with clients, team and underwriters
Requirements summary:
- RIBO licence (mandatory)
- 2+ years of personal lines customer service experience
- CAIB and/or CIP an asset
- SIG/EPIC experience an asset
- Comfortable working paperlessly and adapting to new technology
- Strong oral and written communication
Tools & skills
Source and dates
Source type not verified · apify-linkedin
- Employer posting date
- Not provided
- First seen by our source
- 2026-11-14
- Source record updated
- 2026-11-14
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Customer service |
| Experience | 2+ years |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | RIBO |
Summary and details written by AI from the posting; the employer’s posting is the authority.
PetleyHare Insurance Brokers
| Field | Value |
|---|---|
| Open jobs on Jobsy | 1 |
At PetleyHare, success is about more than numbers - it’s about people. We’ve built a vibrant, supportive culture where collaboration, growth, and celebrating wins together are at the heart of everything we do. This isn’t just another customer service role; it’s a chance to be part of something truly special.
If you’re ready to grow your career with a true industry leader, thrive in an award-winning culture, and have fun along the way, we’d love to hear from you.
The Role:
Overall Responsibility: Servicing, Cross-selling, and Upselling our existing clients
· Work with a team who is passionate and enthusiastic about putting the customer first and ready to celebrate your success
· Promotes company core values when interacting with clients and co-workers
· Creates a positive client experience by understanding and meeting and exceeding the customers’ needs
· Will rely on your efficiency when using multiple computer programs and applications at once
· You’re an advocate, communicating important insurance solutions and coverages to our customers
· Clearly explain coverage and limits to clients, discuss products to address needs and gaps in coverage
· Receive incoming calls & emails and respond in a timely manner
· Build relationships with clients, your team and underwriters
· Wanting to serve and deliver an exceptional experience through different methods of contact based on the preference of our clients
· Empowered to do the right thing to get the job done well
· Complete real-time quotes and policy changes on company partner portals
Qualifications & Skills:
· Mandatory RIBO Licensed required
· 2+ years experience of Personal Lines customer service
· CAIB and/or CIP an asset
· SIG/EPIC Experience an asset
· Ability to work in a paperless environment
· Must be open and adaptable to new technology
· Excellent communication skills both oral and written
· Ability to work within a team and create a supportive environment
· Strong ability to multi-task, prioritize, and manage time effectively
· Actively enjoys workplace comradery and light-hearted fun!
For a little more information about us, please email your resume to [email protected]
Petley-Hare is an equal opportunities employer and is committed to a diverse and inclusive workplace. We are committed to providing accommodations in all roles through recruitment and employment in accordance with applicable human rights and accommodation legislation. Please advise our People & Culture team ([email protected]) if you require accommodation, including in order to apply for a position.
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