About this role.
PolicyMe is hiring a full-time bilingual French-English Licensed Insurance Advisor for a remote-first Canadian team, with an option to work from its Toronto office. The advisor will guide inbound prospects or existing policyholders through life, critical illness, and health and dental insurance decisions across phone, SMS, and email. Core responsibilities include managing 300–350 inbound leads monthly, documenting activity in HubSpot, handling complex customer questions, and delivering consultative recommendations. Candidates need a valid LLQP life and accident & sickness license, 1–4 years of relevant experience, strong sales or retention capability, and a customer-first approach. The environment is fast-paced and collaborative, with opportunities to improve workflows and advance within the company.
Role DNA
A quick view of the complexity, pace, ownership and collaboration implied by the job description.
Job Complexity
4/5Pace & Pressure
5/5Autonomy Level
4/5Communication Load
5/5Salary analysis
Estimated compensation compared with the broader CA market for similar roles.
Core skills
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Cover letter sample
Dear Hiring Team,
I am excited to apply for the Bilingual Licensed Insurance Advisor role at PolicyMe. With LLQP licensing, consultative insurance-sales experience, and fluent French and English communication skills, I can guide customers through complex coverage decisions with clarity and empathy.
I am comfortable managing a high-volume inbound pipeline, documenting activity in CRM systems, and following up consistently across phone, email, and SMS. I would welcome the opportunity to help PolicyMe deliver a transparent, customer-first digital insurance experience while contributing ideas that improve team workflows.
Thank you for your consideration.
Sample interview questions
I start by asking open-ended questions about the client’s family, financial obligations, existing coverage, and primary concerns. I then explain only the options relevant to their situation in plain language, confirm their understanding, and document the rationale for the recommendation.
I use a structured CRM workflow with lead stages, priority flags, scheduled tasks, and clear next-step notes after every interaction. I prioritize time-sensitive applications and promised callbacks first, then maintain consistent follow-up cadences so no qualified lead is missed.
I acknowledge the concern, ask questions to understand the underlying objection, and respond with factual, easy-to-understand information rather than pressure. If the product is not appropriate, I would be transparent about that and focus on preserving the customer’s trust.
I would use short, well-structured explanations, avoid unnecessary insurance jargon, and ask the customer to summarize their understanding before moving forward. I would also tailor the communication channel and pace to the customer, ensuring French-speaking clients receive equally clear support.
I would review the data and feedback to identify the recurring friction point, propose a practical change, test it with the team where appropriate, and measure its effect on conversion, response time, or customer satisfaction. I would share learnings openly and refine the process based on results.
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
What you’ll be doing:
- 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
Team alignment:
- 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.
Why join us:
- 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.
Why join us:
- 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.
Compensation
Additional Information
About PolicyMe
At PolicyMe, we are Canada’s leading digital insurance solution, offering straightforward and affordable financial protection for families from coast to coast. Our product suite includes Life Insurance, Critical Illness Insurance, and Health & Dental Insurance, all tailored to Canadians’ evolving needs. We also offer B2B2C solutions, partnering with organizations to provide seamless digital insurance options. Founded by a team of insurance experts and technology entrepreneurs, PolicyMe is committed to making insurance simpler and more accessible. Since our launch in 2018, we have grown exponentially, selling over $10 billion in insurance coverage to Canadians.
We are proud of the team we’ve built and are excited for those that are yet to join us. We operate with a remote-first culture, attracting top talent from across Canada. If you’re looking for a fast-paced, collaborative environment, working alongside incredibly ambitious yet humble humans, we may be the right place for you! To learn more, visit www.policyme.com.
Additional Notes
– Job Vacancy: This role reflects growth in our team and expanded operational scope. We’re hiring to support increasing demand and continue delivering an exceptional customer experience.
– Commitment to Equal Opportunity: PolicyMe is an equal opportunity employer. We welcome applicants of all backgrounds and provide fair consideration regardless of race, colour, religion, sex, sexual orientation, gender identity, national origin, or disability.
– Accessibility Statement: We are committed to providing an accessible hiring experience. If you require accommodations during the application process, please indicate this in the “Additional Information” section of your application.
We thank all applicants for their interest, however, only those selected for an interview will be contacted.
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