Product & Customer Success Specialist
PolicyAdvisor Brokerage Inc.Role Overview
PolicyAdvisor Brokerage Inc. is hiring a entry-level Product & Customer Success Specialist. This is a full-time role in Oakville. posted 6 days ago. Full responsibilities, required qualifications, and the apply link are listed in the description below.
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Job Description
Product & Customer Success Specialist
About PolicyAdvisor
PolicyAdvisor is an innovative insurtech company transforming the way Canadians purchase insurance through a modern digital platform. We are looking for a Product & Customer Success Specialist who can bridge the gap between customer needs, business objectives, and product development while delivering exceptional client experiences.
Role Overview
As a Product & Customer Success Specialist, you will play a dual role supporting both product development and customer engagement initiatives. You will work closely with customers, advisors, operations, and technology teams to gather insights, improve products, enhance customer experiences, and contribute to business growth. This role is ideal for someone who enjoys solving customer problems, analyzing business requirements, and collaborating with cross-functional teams to deliver innovative solutions.
Key Responsibilities
Product Development & Process Improvement
- Gather customer feedback and business requirements to identify product enhancement opportunities.
- Collaborate with technology, operations, and business teams to define product requirements and improve customer journeys.
- Assist in creating user stories, process flows, customer personas, and product requirement documents (PRDs).
- Support the development and execution of product roadmaps and feature launches.
- Conduct competitor research and market analysis to identify industry trends and opportunities.
- Monitor product performance metrics and recommend improvements to enhance customer satisfaction and business outcomes.
- Participate in testing new features and validating product functionality before launch.
- Act as a liaison between technical and business teams to ensure successful product delivery.
Customer Success & Client Engagement
- Engage with prospective and existing customers through phone, email, and digital channels.
- Understand customer needs, financial goals, and insurance requirements to provide appropriate guidance.
- Qualify leads and schedule appointments for licensed advisors.
- Educate customers on insurance products, coverage options, and benefits.
- Follow up on customer inquiries and support customers throughout their purchasing journey.
- Resolve customer concerns efficiently while ensuring a high level of satisfaction.
- Maintain accurate customer records and interactions within CRM systems.
- Identify recurring customer issues and communicate insights to product and operations teams.
Sales & Business Growth Support
- Generate and nurture leads through outbound calls, referrals, and marketing initiatives.
- Support advisors in achieving sales and conversion goals.
- Track customer interactions, sales activities, and performance metrics.
- Contribute ideas for improving lead generation, customer engagement, and conversion processes.
- Assist in developing customer communication strategies and educational content.
Qualifications
- Bachelor's degree in Finance, Business, Marketing, Insurance, or a related field.
- 2–5 years of experience in Insurance, Financial Services, Customer Success, Product Operations, Product Management, or Sales.
- Strong understanding of customer experience principles and business processes.
- Experience using CRM systems and digital collaboration tools.
- Excellent communication, interpersonal, and problem-solving skills.
- Strong analytical mindset with the ability to interpret data and identify trends.
- Ability to manage multiple priorities in a fast-paced environment.
- Experience with Agile methodologies, user stories, wireframes, or product documentation is an asset.
- LLQP license or insurance industry experience is considered an asset.
Key Competencies
- Customer-Centric Mindset
- Product Thinking
- Relationship Building
- Communication & Presentation Skills
- Analytical & Problem-Solving Skills
- Cross-Functional Collaboration
- Adaptability & Continuous Learning
- Attention to Detail
What You'll Gain
- Opportunity to work at the intersection of product innovation and customer success.
- Exposure to insurance technology, product development, and digital transformation.
- Career growth opportunities in Product Management, Customer Success, Operations, or Business Strategy.
- Collaborative and entrepreneurial work environment.
Pay: $50,000.00-$60,000.00 per year
Benefits
- Dental care
- Extended health care
- Life insurance
- On-site parking
- Paid time off
Work Location: In person
Frequently Asked Questions
How do I apply for the Product & Customer Success Specialist position at PolicyAdvisor Brokerage Inc.?
Use the Apply button above to submit your application directly to PolicyAdvisor Brokerage Inc.. Most applications take less than 5 minutes if your resume and contact details are ready, and you'll be routed to the employer's official application system to finish.
Where is the Product & Customer Success Specialist position at PolicyAdvisor Brokerage Inc. located?
This position is based in Oakville. PolicyAdvisor Brokerage Inc. has not indicated remote or hybrid options for this role, so candidates should plan for on-site work.
What does a Product & Customer Success Specialist at PolicyAdvisor Brokerage Inc. earn?
PolicyAdvisor Brokerage Inc. has not disclosed a salary range in this posting. Many employers share specifics later in the interview process; you can also ask during a recruiter screen if compensation transparency is important to you.
When was the Product & Customer Success Specialist role at PolicyAdvisor Brokerage Inc. posted?
This role was posted on June 18, 2026 (6 days ago). It's still listed as actively hiring; we re-confirm openings against the source system multiple times per day and remove closed roles.
Is the Product & Customer Success Specialist role at PolicyAdvisor Brokerage Inc. entry-level?
Yes. This is an entry-level position. Strong candidates typically have 0-2 years of relevant work experience, internships, or significant project work. Read the full description for any specific qualification requirements PolicyAdvisor Brokerage Inc. has listed.
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