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About the Role
The Licensed Insurance Advisor (LIA) will support potential and existing Individual insurance clients, meeting sales and retention targets through GreenShield’s in-house sales center. This includes new client acquisition, client retention, relationship building, and supporting cross-selling initiatives. The role requires a needs-based approach that prioritizes customers. This position reports to the Manager, Sales & Retention, Individual Direct Channel.
Responsibilities
- Connect with potential and/or existing GreenShield Individual insurance clients to understand their needs and recommend solutions.
- Leverage GreenShield contact strategy to engage with clients through inbound & outbound calls and email.
- Promote additional GreenShield’s products or solutions.
- Support clients through outbound and inbound calling while providing a first-class customer experience.
- Achieve sales, retention, quality, and activity targets.
- Capture and provide feedback from clients to help improve GreenShield processes, products, and services.
- Accurately complete all CRM and Telephony logging activities.
- Participate in regular sales coaching sessions with your direct line Manager.
- Review individual performance and adjust as required to achieve pre-set targets and goals.
- Engage in ongoing training and continuous learning opportunities.
- Maintain all valid LLQP licensing requirements, including Continuing Education (CE) credits.
Requirements
- Post-secondary degree or diploma preferred or equivalent work experience.
- 2+ years of experience in sales or retention in a call center environment.
- Experience in insurance sales is a plus.
- Full LLQP/HLLQP for at least two consecutive years (preferred).
- Ability to secure additional provincial licensing within the first three months of employment.
- Previous insurance or financial industry knowledge.
- Familiarity with various insurance products (Health & Dental, Travel) and their client value.
- Previous experience with call center methodologies and tools.
- Proficiency in English is required.
Skills
- Client-centric approach to build lasting relationships.
- Solid understanding of needs-based sales principles and soft skills.
- Ability to support different types of clients in a performance-driven environment.
- Excellent communication and collaboration skills.
- Ability to work across diverse teams and stakeholders.
- Strong organizational skills.
- Ability to prioritize and triage workloads.
- Excellent verbal and written communication/presentation skills.
- Confident, credible, and personable demeanor.
- Professional and responsive approach in a fast-paced, high-volume call center environment.
- Strong personal integrity and work ethic.
- Takes responsibility and prides themselves on results.
- Desire for continuous improvement.
- Skilled at applying feedback.
Location
- Toronto
Work Type
- Hybrid
Experience Level
- 2+ years
Education Level
- Post-secondary degree or diploma preferred or equivalent work experience
Salary/Compensations
- CAD $67,517.00 - 84,396.00
About the Company
- GreenShield is a proudly Canadian, national non-profit health care and insurance organization.
- Mission: Better Health for All.
- Believes health care is a right, not a privilege.
- Committed to improving health outcomes, advancing health equity, and building a future where every Canadian can reach their full health and well-being potential.
- Operates a unique integrated payer-provider ("payvider") model.
- Offers insurance, administers benefits, and pays claims as a ‘payer’.
- Offers health care services including mental health, pharmacy, telemedicine, and chronic disease management as a ‘provider’.
- As a non-profit social enterprise without shareholders, reinvests excess earnings to support underserved communities.
- GreenShield Cares positively impacted over one million Canadians between 2020 and 2025.
- Committed to measurably impacting an additional three million Canadians by 2030 across mental health, essential medicines, and chronic disease management.
- Culture: Purpose meets passion and performance.
- Teams work as one to deliver meaningful, measurable impact.
- Believes a career should be meaningful.
- Culture where everyone's voice is heard and valued.
- Challenges the status quo.
- Empowers employees to be their best selves.
- Provides a place to be inspired, challenged, and rewarded.
- Believes people are critical to overall success.
- Values inclusivity, diverse backgrounds, perspectives, and experiences.
- A career at GreenShield is about making a difference together.
Equal Opportunity
- GS supports diversity, equity and inclusion in our teams and communities, and we value the unique contributions made by all.
- Even if your experience doesn’t align perfectly to every requirement, we invite you to apply.
- We encourage applications from all candidates and will accommodate needs under human rights legislation throughout all stages of the recruitment and selection process.
- Please let us know of any accommodation through requestforaccommodation@greenshield.ca.
- Information received relating to accommodation will be addressed confidentially.