Bilingual Quebec Licensed Insurance Advisor

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 Collaborat