Insurance Advisor - Sales (Remote or Hybrid)

INSURANCE ADVISOR - SALES

Onlia Insurance

Onlia Insurance is an innovative omni-channel insurance offering that believes in changing the way Canadians experience insurance. Our mission is to bring clarity to insurance while simplifying the relationship between a consumer and their insurance provider. We believe in using technology to streamline the purchase process while still being there to provide our clients with reliable and personable support over the phone when they need it Since launching in 2017, we’ve grown and evolved into a brokerage where our customers first approach and in depth personal lines insurance knowledge has made us a go-to for anyone looking for insurance coverage they can count on. We’re looking for professionals who want to connect with potential customers and improve their insurance experience as much as we do.

Southampton Group of Companies has recently acquired Onlia Insurance. We're not just merging companies, we are fusing expertise, innovation, and a relentless commitment to excellence. We are here to disrupt insurance in Canada and are building a team of heavy hitters to make that a reality. We work collaboratively in a fast-paced and agile environment. Every member of our team is empowered to take ownership of their role, and to assist in the build of a best-in-class experience for our customers.

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, and requires a quiet and private home workspace with consistent availability throughout your shift. Ideally, the candidate would be able to come into our Downtown Toronto office 1 – 2 times per week, however, we are open to exceptional candidates from outside of the GTA and wouldn’t want to miss out on great talent simply due to geography.

At Onlia 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:

1. Continuously drive performance to meet and exceed monthly sales targets.

2. Respond to a high volume of online opportunities, incoming calls, and new leads on a daily basis.

3. Proactively follow up on leads, partial quotes, and pending opportunities to maximize conversion.

4. Close sales through telephone and online leads in a timely and professional manner.

5. Respond to client requests and inquiries promptly, providing a high level of customer service.

6. Analyze client needs, counsel, and recommend appropriate coverage with the highest level of integrity.

7. Ensure adherence to internal and external underwriting rules, regulations, and procedures.

8. Provide cross-sell and upsell recommendations to existing clientele.

9. Collect expiry dates on other lines of business from existing clients to support retention and growth.

10. Maintain an in-depth understanding of insurance providers’ underwriting rules, product features, and benefits.

11. Demonstrate proficiency in using various insurer company portals.

12. Respond to insurance company underwriters accurately and in a timely manner.

13. Actively participate in training initiatives to stay current on products, systems, and industry requirements.

Qualifications and Competencies:

· Post-secondary education and / or equivalent on the job experience

· Minimum of 3 years’ experience in insurance broker sales (home and Auto) with proven track records (including both inbound and outbound call center)

· RIBO licensed is required

· Excellent verbal and written communication skills

· Proficiency with computer applications – SalesForce and Compuquote

· High level of integrity and excellent work ethic

· Demonstrate effective sales skills through needs-based selling and asking for the sale

· High energy results oriented individual with proven track record in sales

· Ability to work in fast-paced and challenging environment

· Ability to prioritize and manage conflicting demands independently

· Ability to work individually as well as part of a team

WORKING AT ONLIA INSURANCE

At Onlia Insurance, we believe diverse perspectives fuel innovation and progress. We welcome and encourage applications from individuals of all ethnicities, genders, ages, and abilities, including those from equity-seeking groups that have been historically underrepresented in finance, insurance, and business.

Accessibility accommodations are available upon request for candidates taking part in all aspects of the selection process. If you have suggestions for how we can improve our hiring processes to make them more accessible and inclusive, please contact us at inquiries@shfi.ca.

Job Types: Full-time, Permanent

Pay: $55,000.00-$65,000.00 per year

Application question(s):

• Do you have your RIBO license?
• Do you have at least 1 year of experience in personal lines insurances sales with a proven track record?

Work Location: Remote