Cheep Insurance isn’t your typical insurance brokerage.

As Atlantic

Canada’s first fully digital insurance broker, we’ve been shaking things up in the industry since 2016! Our mission is to make insurance simple, convenient, and accessible to everyone. We specialize in personal insurance solutions with an emphasis on specialty segments and are committed to ensuring that all individuals can secure the insurance they need. Cheep is the brokerage of choice for many Atlantic Canadians and joining the Southampton Group of Companies has opened the door to meeting the needs of Canadians in Ontario & Alberta as well. The journey of expanding our reach across Canada means we are also growing our fantastic team of professionals!

We’re seeking a motivated

Insurance Advisor - Sales

to drive new business growth and deliver exceptional client service in a fast-paced brokerage environment. You’ll manage a high volume of inbound calls and online leads, close sales over the phone, and consistently meet or exceed monthly sales targets.

This role focuses on understanding client needs, recommending appropriate coverage with integrity, and ensuring compliance with underwriting guidelines. You’ll also identify cross-sell and upsell opportunities, collaborate closely with insurance underwriters, and stay current on insurer products and portals through ongoing training.

This is a full-time position, Monday to Friday during standard business hours. The role is open to candidates both in and outside of Ontario. At Cheep Insurance, you’ll have the opportunity to grow your sales career, make a direct impact on business results, and be supported by a team that values performance, professionalism, and continuous development.

Key Accountabilities:

• Provide excellent customer service via phone or email.
• Support retention goals by shopping policies and saving clients during cancellation inquiries.
• Increase Cheep Insurance's online presence and positive Google reviews.
• Ensure all necessary software is functioning for the duration of shifts and report issues.
• Regularly review and update client files for accuracy.
• Respond promptly to emails and voicemails, notifying the service manager if delays occur.
• Check and action all email folders daily, including personal and shared ones.
• Prioritize and address personal and team activities daily.
• Help increase policies per client by cross-selling and upselling.
• Attend monthly 1:1 coaching sessions and engage in team discussions.

Qualifications and Competencies:

• Post-secondary education and/or equivalent on the job experience
• Active insurance license in at least one of the provinces we do business in (NS, NB, NL, PEI, & ON), with a willingness to get licensed across all others. (PREFERENCE given to those who hold RIBO licensing)
• Willing to work toward CAIB or other additional licensing if needed
• 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
• Ability to work in fast-paced and challenging environments
• Ability to manage and prioritize incoming requests by urgency and complexity, ensuring critical client needs to be addressed first
• Excellent email and phone etiquette
• High level of integrity and excellent work ethics
• Results orientated with a strong customer service focus
• Experience working with third-party premium finance companies (Imperial PFS preferred), including payment arrangements and cancellations for non-payment
• Strong understanding of high-risk and non-standard auto markets, including experience with Facility Association business and substandard underwriting guidelines
• Proven ability to manage complex billing scenarios and client communication related to financed policies and payment defaults
• Familiarity with carrier requirements and workflows for high-risk policies, including endorsements, cancellations, and reinstatements

WORKING AT CHEEP INSURANCE

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. And unlike a lot of companies, we prioritize both the client and employee experiences to make sure everyone is happy.

We encourage submissions from candidates who represent the various dimensions