INSURANCE ADVISOR – Service Team - Cheep Insurance
This is a Permanent, Full-time position.
Category: Personal Lines
Province: Bedford, Nova Scotia
Position: INSURANCE ADVISOR – Service Team
Deadline: September 30, 2025
Posted: September 12, 2024
Job Description / Duties
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 / Required Skills
• Post-secondary education and/or equivalent on the job experience
• Currently active insurance licences in the Atlantic provinces or RIBO
• Completed or working towards CAIB
• 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
• Excellent email and phone etiquette
Additional Information
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. 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.
Salary: Starting at $45k, to be negotiated based on education, experience and qualifications.
Contact Information
Interested? Send your resume to careers@cheepinsurance.ca
Employer Profile
Cheep Insurance is not your traditional insurance brokerage. As Atlantic Canada’s first and only 100% online broker, our team gets to work from the comfort of their homes every day. We are on the hunt for someone with exceptional customer service skills to help us service our growing book of business. In this role, you’ll have the opportunity to work with a small group of energetic, intelligent, and results-focused team members in a fun work atmosphere where technology is revered.
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