About the Role
Join Summit as a Tenant Insurance Advisor and become a core driver of our growth. This isn’t just a desk job, it’s your chance to step into a supportive, tech-enabled environment and gain critical experience in both sales and client advisory, the launchpad of your career.
The Tenant Insurance Advisor serves as the go-to specialist for hundreds of renters across Canada each week, guiding them through securing and managing their essential tenant insurance policies.
You will own the client experience from start to finish, working directly within insurer portals to issue new policies and update existing coverage, quickly mastering the tools of the trade. You’ll handle urgent, time-sensitive inquiries via chat, email, and phone, ensuring fast, compliant, and accurate policy delivery.
Most importantly, you will be the Voice of the Customer. The Tenant Insurance Advisor will identify pain points, suggest workflow improvements, and collaborate with internal teams to boost automation, efficiency, and overall customer satisfaction. Your insights will directly shape our future operations..
Customer Support- Respond promptly to all tenant insurance calls and emails, ensuring professional service and clear post-interaction documentation.
- Own the daily workflow, triaging and prioritizing incoming requests across all channels (phone, email, chat) to keep queues organized and under control.
- Empower customers to use our online self-service tools, and when necessary, securely process sensitive payment updates following strict privacy rules.
- Use our policy and billing software to quickly confirm coverage, manage policy documents, and execute routine changes like address, name, and coverage updates.
- Support clients through the entire policy lifecycle (new setups, renewals, move-related changes, and cancellations).
- Minimize cancellations by proactively contacting tenants to resolve payment issues and help them maintain continuous coverage.
- Guide clients through the claims process, directing them to the correct channel, gathering initial details about the loss, and submitting structured notices to the insurer
- Translate complex insurance terms into simple language, ensuring tenants fully understand their coverage, including liability, contents, and add-ons
- Drive internal efficiency by identifying common pain points and collaborating on updates to our documentation and templates, helping to improve the support experience for all stakeholders.
- Serve as a peer mentor for new team members by sharing expertise and best practices
- Liaise with property management partners to answer routine questions and ensure they understand how group and individual tenant policies satisfy lease obligations.
- Ensure compliance and accuracy by strictly following all internal processes, documentation standards, and best practices for record-keeping and identity verification.
- Assist in the development of reporting materials, including policy summaries and program performance tracking
- Support the creation of marketing materials for the Summit Renters program and related tenant-facing communications
- Participate in sales outreach initiatives, including prospecting and client engagement support, based on workload and interest
- 1+ years of experience in sales, customer support, or client-facing roles, ideally within a high-volume setting.
- Willingness to obtain required industry licensing through Company support
- Ability to pass a standard criminal record check for provincial regulatory approval, and take ownership of passing provincial exams and maintain licensing in good standing
- Focused on tackling new challenges,…
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