Posted 2 months ago
Insurance Advisor
@ PolicyAdvisor Brokerage (PAB) Inc.
Oakville, Ontario
Overview
PolicyAdvisor Brokerage (PAB) Inc. is hiring a full-time insurance advisor for its digital life insurance platform. The advisor guides inbound customers through life and living benefit products, applications and underwriting, without cold calling. The posting requires a life insurance broker licence or LLQP.
Responsibilities:
- Explain life insurance and living benefit products to customers
- Guide customers through digital applications and underwriting
- Review applications for accuracy before carrier submission
- Communicate with customers by phone, email, web and video chat
- Relay customer feedback to product teams
Requirements summary:
- Life insurance broker licence or LLQP required
- Experience or interest in life and living benefit insurance
- Strong customer service and communication skills
- Attention to detail and problem-solving
- Comfort with digital tools and technology
Tools & skills
Benefits mentioned
Source and dates
Source type not verified · zoho
- Employer posting date
- 2026-09-17
- First seen by our source
- 2026-10-09
- Source record updated
- 2026-10-10
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Customer service |
| 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 | LLQP |
| Education | Bachelor’s degree (preferred) |
| Fields of study | Finance |
| Perks mentioned | Generous paid time off, Transit support |
Summary and details written by AI from the posting; the employer’s posting is the authority.
PolicyAdvisor Brokerage (PAB) Inc.
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
We're making a better insurance-buying experience for Canadians. Live your life, we've got you covered!
Full company description
PolicyAdvisor is transforming the way Canadians buy the financial protection they need. We are poised to disrupt a massive global industry by making insurance purchases simpler, transparent, and more human. With life insurance ownership at a multi-decade low and 30 per cent of Canadians lacking any life insurance coverage at all, it’s clear that the old insurance model isn’t working. That’s why we’re building the tools to help more Canadians get coverage in a quick, intuitive manner. Visit policyadvisor.com to learn more.
- LinkedIn followers
- 8,835
- People associated on LinkedIn
- 45
- Reported office locations
- 2030 Bristol Circle, 210, Oakville, Ontario L6H 0H2, CA
- Other recorded names
- PolicyAdvisor Brokerage (PAB) Inc.
- PolicyAdvisor
- Profile identifies a recruitment agency
- No
PolicyAdvisor is transforming the way Canadians buy the financial protection they need. We are poised to disrupt a massive global industry by making insurance purchases simpler, transparent, and more human. With life insurance ownership at a multi-decade low and 30 per cent of Canadians lacking any life insurance coverage at all, it’s clear that the old insurance model isn’t working. That’s why we’re building the…
| Field | Value |
|---|---|
| Industry | Insurance |
| Company size | 11-50 employees |
| Headquarters | Oakville, Ontario |
| Organization type | Privately Held |
| Year founded | 2017 |
| Open jobs on Jobsy | 4 |
| View page |
LIFE INSURANCE ADVISOR ROLE - EXCITING INSURTECH STARTUP
PolicyAdvisor.com 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. With a compelling vision, proven management team, and significant seed funding, PolicyAdvisor.com brings innovation and disruption to the rapidly evolving insurtech space. Since launching in Q2-2019 we've helped countless Canadians get the coverage they need; we're going to help even more in 2026 and beyond.
Are you ready to help build PolicyAdvisor.com and get more Canadians covered? And give an age-old industry the jolt it needs? Then read on.
Who we're looking for:
- Are you building a career in the insurance industry?
- Do you consider yourself a natural when it comes to client management and customer service?
- Do you want to have a big impact on an early-stage, well-funded startup?
We're searching for an enthusiastic finance graduate seeking to build a career in the financial services life insurance space. The role will be at the intersection of technology and insurance and require managing prospective buyers and clients that come to our digital platform. The selected candidate is expected to deliver informed and accurate advice on a wide variety of life and living benefit insurance products in a charismatic, helpful manner.
Our team is growing, and this role offers significant opportunities for career advancement.
Responsibilities:
- No cold calling - we have a strong inbound acquisition channel
- Manage relationships and deliver excellent customer service
- Explain how life insurance and related products work, and provide expert insurance advice and guidance to customers.
- Assist customers with our digital tools and walk them through the application and underwriting process.
- Review digital life insurance applications for accuracy before submission to the insurance carrier(s).
- Help customers submit medical and non-medical forms and schedule appointments required to satisfy underwriting requirements.
- Regularly communicate with customers through various channels, including phone, email, web, and video chat.
- Demonstrate expertise in non-face-to-face carrier workflows, underwriting processes, and software tools.
- Act as the main channel of feedback between customers and product teams, to drive improvements to our process and technology.
Requirements
- Work experience or interest in life & living benefit insurance sales or service.
- Life insurance broker license or LLQP is a must.
- Passion for customer service and the value of insurance.
- Excellent communication skills whether in-person, by email, or on phone calls.
- A deep love of technology and keeping a finger on the pulse of all things digital.
- Strong problem-solving skills and attention to detail.
- Must value ethics and integrity.
- Creativity and a natural inclination to think outside the box are highly valued skills on our team.
- Motivated to learn and grow professionally and contribute to the company's growth and culture.
- Enjoy working on a team, but also self-motivated.
Benefits
- Casual dress
- Dental care
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Vision care
Journal
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