About this role.
PolicyMe is hiring a full-time, remote Quebec-based bilingual insurance advisor to support customers with life, critical illness, and health and dental insurance. The advisor will manage a high-volume inbound pipeline, guide customers through applications, and communicate through phone, SMS, and email in French and English. The position may align to either sales conversion or policyholder retention, with a strong emphasis on consultative service, compliance, and customer trust. Candidates need a valid LLQP life and accident and sickness licence, Quebec licensing or willingness to obtain it, and experience meeting targets in an insurance-related environment.
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 Quebec Licensed Insurance Advisor role at PolicyMe. With experience guiding clients through insurance decisions, managing high-volume inbound pipelines, and communicating fluently in French and English, I can provide the clear, empathetic support your customers need.
I would bring a consultative, customer-first approach to explaining life, critical illness, and health and dental coverage while maintaining disciplined follow-up in HubSpot across phone, email, and SMS. I am also motivated by PolicyMe’s mission to modernize insurance and would welcome the opportunity to contribute ideas that improve the customer experience.
Thank you for your consideration; I would value the opportunity to discuss how my licensing, communication skills, and ownership mindset can support PolicyMe’s growth.
Sample interview questions
I start by asking open questions about the client’s family situation, financial responsibilities, existing protection, and priorities. I then explain only the most relevant options in plain language, confirm their understanding, and document the recommendation and next steps clearly.
I use a structured daily workflow that prioritizes urgent applications, time-sensitive follow-ups, and leads with clear next actions. In HubSpot, I keep every interaction and task current, use reminders and sequences appropriately, and review pipeline health regularly so that no client is overlooked.
I acknowledge the concern without being defensive, clarify what is behind the objection, and provide an honest explanation of the product, pricing, eligibility, or process. If the product is not suitable, I would say so rather than pressure the client, because trust and suitability are essential in insurance.
I adapt my vocabulary and pace to the customer’s preferred language and avoid unnecessary technical terminology in both French and English. After explaining a concept, I ask the customer to summarize their understanding or invite questions to ensure the information is clear.
I would review the customer journey and relevant conversation history to identify the source of the friction, such as unclear communications or a workflow gap. I would share a specific, evidence-based improvement suggestion with my lead and teammates, test the change where appropriate, and monitor whether it improves completion or satisfaction.
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 Quebec 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. Be involved in discussions across the organization on how to streamline operations, improve the customer experience and 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.
What we are looking for:
- 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
- Group Insurance of Persons license is considered a great asset
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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