Remote opportunity at
PolicyMeHome & Auto Insurance Advisor
PolicyMe is a digital insurance company headquartered in Toronto that operates remote-first. It offers life, critical illness, and health and dental insurance to Canadians, plus business-to-business-to-consumer…
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About This Role
PolicyMe is a digital insurance company headquartered in Toronto that operates remote-first. It offers life, critical illness, and health and dental insurance to Canadians, plus business-to-business-to-consumer partnerships. The company says it has sold more than $10 billion in coverage since launching in 2018. The Home and Auto Insurance Advisor works on the front line of the personal lines business. The main task is converting inbound home and auto enquiries into…
Job Description
PolicyMe is a digital insurance company headquartered in Toronto that operates remote-first. It offers life, critical illness, and health and dental insurance to Canadians, plus business-to-business-to-consumer partnerships. The company says it has sold more than $10 billion in coverage since launching in 2018.
The Home and Auto Insurance Advisor works on the front line of the personal lines business. The main task is converting inbound home and auto enquiries into policies by phone, text and email, while explaining coverage in clear terms so that customers can decide with confidence. The advisor recommends coverage suited to each customer, weighing protection against price and eligibility. Every call, email, follow-up and deal stage is logged in HubSpot, and the advisor is expected to write and improve scripts, objection responses and follow-up sequences. The role also passes product and customer feedback to engineering and product colleagues and keeps every interaction within RIBO rules, insurer guidelines and company policy.
Over time, the advisor should exceed monthly sales and activity targets and feed effective methods back into a repeatable playbook for the line. Applicants must hold a property and casualty licence in Ontario at RIBO Level 1 or higher and have at least three years of personal lines selling, preferably in high-throughput telephone or online selling. Disciplined pipeline management, empathy, discretion and strong ethics are essential. The posted total target cash compensation with on-target earnings is CAD 80,000 to 90,000, depending on experience. Benefits include 20 vacation days, fully paid premiums for benefits, a learning budget, an AI tooling budget and stock options linked to performance.
Responsibilities
- Explain home and auto coverage options to prospective customers through the digital platform
- Work a high-volume inbound pipeline and convert qualified leads into policies
- Log every call, email, follow-up and deal stage in HubSpot
- Suggest coverage matched to needs, weighing protection, cost and eligibility
- Write and refine scripts, objection responses and follow-up sequences
- Pass product performance and customer insight to engineering and product teams
- Meet or exceed monthly contact, talk-time and conversion targets
- Help build a repeatable Home and Auto sales playbook
Requirements
- Licensed property and casualty advisor in Ontario at RIBO Level 1 or higher
- At least three years of personal lines selling in home and auto
- Track record of beating sales targets in a consultative setting
- Disciplined pipeline management and consistent follow-up
- Ability to handle objections and explain coverage clearly
- High empathy and discretion with personal and financial details
- Comfort with CRM tools, with HubSpot preferred
- Strong ethics and a dedication to compliance and confidentiality
Qualifications
- Prior work for a digital-first insurance distributor is a bonus
- Builder mindset, with a record of improving sales processes
Core Skills
Benefits
- 20 vacation days
- Comprehensive benefits with premiums paid in full
- Learning and development budget plus an AI tooling budget
- Feedback throughout the year, plus performance reviews every six months
- Choice of working from home or the Toronto office
- Company-funded in-person socials twice a year
- Stock options based on performance
Frequently Asked Questions
Answers are based only on the employer’s listing; where it doesn’t say, neither do we.
What is the total target compensation?
The posting states total target cash compensation with on-target earnings of CAD 80,000 to 90,000, based on experience.
What licence is required?
A property and casualty licence in Ontario at RIBO Level 1 or higher.
Can the role be done remotely?
Yes. PolicyMe describes itself as remote-first, and advisors can work from home or from its Toronto office.
Who does the advisor report to?
The role reports to the Associate Director, Home and Auto.
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