Sales and Service Insurance Agent
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for aSales and Service Insurance Agent based in Canada.
Join a customer-focused insurance team serving automotive enthusiasts and helping members protect the vehicles they value most.
You’ll combine consultative sales with policy servicing, underwriting, and exceptional customer support across phone and email channels.
The role gives you the opportunity to become a trusted advisor, guiding customers through insurance products, valuations, billing, and service needs.
You’ll also assess specialty vehicle risks, apply underwriting guidelines, and ensure policies are accurately rated and issued.
Success in this position requires strong communication, sound judgment, adaptability, and a genuine passion for helping people.
You’ll work in a fast-paced, high-volume environment where every interaction contributes to a distinctive member experience.
This is a fully remote opportunity for Ontario residents, supported by licensing training and comprehensive benefits.
- Obtain and maintain the required insurance licenses across applicable Canadian provinces, including the RIBO license required for the role.
- Provide knowledgeable, professional, and personalized service to members and partners by phone and email.
- Serve as a trusted automotive enthusiast advisor, helping members navigate insurance, membership, billing, service, and sales needs.
- Confidently explain and sell available insurance products while identifying solutions that best meet individual customer needs.
- Provide vehicle valuation expertise during customer interactions and help enthusiasts understand the value of their vehicles.
- Service existing policies accurately and efficiently while ensuring customer requests are handled in a timely manner.
- Underwrite and issue policies in accordance with current underwriting guidelines and established stop-rule underwriting practices.
- Evaluate specialty vehicle risks and ensure complex or non-standard risks are appropriately routed to the relevant teams.
- Differentiate between stock and modified vehicles and apply appropriate ratings based on vehicle characteristics.
- Assess motorcycle risks and apply applicable storage and usage guidelines.
- Run and interpret motor vehicle records and driver abstracts as required.
- Prepare accurate and complete documentation to support member activities, policy servicing, and sales transactions.
- Help members navigate online tools, website resources, and self-service options.
- Maintain a high level of professionalism and service quality while handling a significant volume of telephone and digital interactions.
- Collaborate with leaders and colleagues to identify strengths, development opportunities, and ways to continuously improve the member experience.
- Previous experience in customer service, sales, insurance, or a related customer-facing environment is preferred.
- A
RIBO insurance license is required
; the necessary training, education, licensing materials, and fees are provided to support successful completion. - High school diploma or GED required.
- Demonstrated ability to deliver consistently high-quality customer service.
- Strong sales orientation and the ability to confidently present products, understand customer needs, and recommend appropriate solutions.
- Excellent verbal and written communication skills, with the ability to build rapport quickly and communicate professionally by phone and email.
- Strong problem-solving and decision-making skills, with the ability to think on your feet and adapt to changing customer needs.
- Self-motivated and comfortable taking initiative while maintaining accountability for individual performance.
- Strong sense of…
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