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    • A minimum of 2 years experience in personal lines insurance sales.
    • Results orientated with a strong customer service focus.
    • Excellent email and phone etiquette.
    • Strong inter-personal skills, empathy, excellent attention to detail, team and customer service oriented.
    • 2-4 years customer service experience, with exposure…
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    • Investigate high-value and complex personal lines property claims in a timely and respectful manner through communication with customers, contractor,…
    • Manage personal pipeline to ensure service standards and financial goals are met.
    • 8Twelve Mortgage Power Network is a fast-growing network of experienced…
    • Provide exceptional customer service by addressing client inquiries and resolving issues in a timely manner.
    • Customer service-oriented mindset with a focus on…
    • Exceptional customer service skills and ability to develop strong relationships with our brokers.
    • Build strong relationships with our brokers by offering…
    • Implement and organize new broker onboarding and continuous broker training.
    • Drive growth and sales results through the management of broker activity and new…
    • We are expanding our personal lines division to meet the growing needs of our clients.
    • Experience: Minimum of 3-5 years of experience in personal lines…
    • Prepare insurance quotes and assist with the sale of new personal lines policies.
    • As a CSR, you will play a key role in delivering exceptional service to our…
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    • Where appropriate, procure a sale, normally through upgrading and bundling coverage for personal lines clients.
    • Do you have strong customer service skills?
    • Manage and service a portfolio of personal lines accounts.
    • Provide excellent customer service by responding promptly and professionally to client inquiries.
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    • Complete personal lines insurance applications and endorsements for automobile, property, liability, and other lines.
    • What’s in it for you?
    • This Broker will be responsible for selling general insurance policies for personal lines coverage.
    • This can be either personal or commercial coverage.
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    • Develop business opportunities and long-term meaningful relationships with our broker partners by providing legendary service.
    • What you’ll do here:
    • With tailored insurance coverage, we can meet all our client's needs without the need for them to jump from broker to broker.
    • Paid vacation after 1 year.
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Job Post Details

Insurance Advisor - Sales - base salary + commission role - job post

Cheep Insurance
Canada•Remote
$31,500–$41,500 a year - Full-time

Job details

Pay

  • $31,500–$41,500 a year

Job type

  • Full-time

Shift and schedule

  • Monday to Friday

Benefits

Pulled from the full job description

  • Paid time off
  • Vision care
  • Dental care
  • Employee assistance program
  • Extended health care
  • Work from home

Full job description

Our Mission:

Cheep Insurance isn’t your typical insurance brokerage. As Atlantic Canada’s first and only fully digital insurance broker, we’ve proudly been working from home since 2016—long before it became the norm. Since our launch, we’ve been shaking things up in the industry, and following our recent partnership with the Southampton Group of Companies, we’re ready to grow again!

We’re looking for a licensed Insurance Advisor with top-notch customer service skills to support our expanding 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.

At Cheep, you’ll be part of a small, energetic team that thrives on innovation, results, and a fun, tech-forward culture. If you're passionate about delivering exceptional service, embracing technology, and making a difference—while having a little fun along the way—this could be the perfect role for you.

Key Accountabilities:

1. Provide excellent customer service via phone or email.

2. Support retention goals by shopping policies and saving clients during cancellation inquiries.

3. Increase Cheep Insurance's online presence and positive Google reviews.

4. Ensure all necessary software is functioning for the duration of shifts and report issues.

5. Regularly review and update client files for accuracy.

6. Respond promptly to emails and voicemails, notifying the service manager if delays occur.

7. Check and action all email folders daily, including personal and shared ones.

8. Prioritize and address personal and team activities daily.

9. Help increase policies per client by cross-selling and upselling.

10. Attend monthly 1:1 coaching sessions and engage in team discussions.

Qualifications and Competencies:

  • Post-secondary education and/or equivalent on the job experience
  • A minimum of 2 years experience in personal lines insurance sales
  • Active insurance license in at least one of the provinces we do business in (NS, NB, NL, PEI, & ON), with a willingness to get licensed across all others (PREFERENCE given to those who hold RIBO licensing)
  • Willing to work toward CAIB or other additional licensing if needed
  • In- depth understanding of our insurer partners’ product offerings and processes
  • Excellent verbal and written communication skills
  • Proficiency with computer applications including EPIC (Broker Management System), Applied Rating Services (ARS) and Microsoft Office
  • Ability to work in a high customer engagement environment
  • Ability to work individually as well as part of a team
  • Ability to work in fast-paced and challenging environments
  • Ability to manage and prioritize incoming requests by urgency and complexity, ensuring critical client needs to be addressed first
  • Excellent email and phone etiquette
  • High level of integrity and excellent work ethics
  • Results orientated with a strong customer service focus
  • Experience working with third-party premium finance companies (Imperial PFS preferred), including payment arrangements and cancellations for non-payment
  • Strong understanding of high-risk and non-standard auto markets, including experience with Facility Association business and substandard underwriting guidelines
  • Proven ability to manage complex billing scenarios and client communication related to financed policies and payment defaults
  • Familiarity with carrier requirements and workflows for high-risk policies, including endorsements, cancellations, and reinstatements

WORKING AT CHEEP INSURANCE

Our mission is to simplify the insurance experience and help clients find the best price out there – quickly & easily. We invest in top technologies, continuously improve our workflows, and innovate to be the best we can every day. And unlike a lot of companies, we prioritize both the client and employee experiences to make sure everyone is happy.

We encourage submissions from candidates who represent the various dimensions of diversity. We are committed to providing barrier-free and accessible employment practices.

Cheep Insurance is an equal-opportunity employer and provides accommodations upon request to ensure all candidates feel comfortable and supported throughout the selection process.

Pay: $31,500.00-$41,500.00 per year

Benefits:

  • Dental care
  • Employee assistance program
  • Extended health care
  • Paid time off
  • Vision care
  • Work from home

Experience:

  • Personal Lines Insurance Sales: 2 years (required)

Licence/Certification:

  • RIBO License (preferred)
  • Insurance License in the Atlantic Provinces (preferred)

Work Location: Remote

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