Customer Success Advocate

At PetleyHare, success is about more than numbers - it’s about people. We’ve built a vibrant, supportive culture where collaboration, growth, and celebrating wins together are at the heart of everything we do. This isn’t just another customer service role; it’s a chance to be part of something truly special. If you’re ready to grow your career with a true industry leader, thrive in an award-winning culture, and have fun along the way, we’d love to hear from you. The Role: Overall Responsibility: Servicing, Cross-selling, and Upselling our existing clients · Will work with a team who is passionate and enthusiastic about putting the customer first and ready to celebrate your success · Promotes company core values when interacting with clients and co-workers · Creates a positive client experience by understanding and meeting and exceeding the customers’ needs · Will rely on your efficiency when using multiple computer programs and applications at once · You’re an advocate, communicating important insurance solutions and coverages to our customers · Clearly explain coverage and limits to clients, discuss products to address needs and gaps in coverage · Receive incoming calls & emails and respond in a timely manner · Build relationships with clients, your team and underwriters · Wanting to serve and deliver an exceptional experience through different methods of contact based on the preference of our clients · Empowered to do the right thing to get the job done well · Complete real-time quotes and policy changes on company partner portals Qualifications & Skills: · Mandatory RIBO Licensed required · 2+ years experience of Personal Lines customer service · CAIB and/or CIP an asset · SIG/EPIC Experience an asset · Ability to work in a paperless environment · Must be open and adaptable to new technology · Excellent communication skills both oral and written · Ability to work within a team and create a supportive environment · Strong ability to multi-task, prioritize, and manage time effectively · Actively enjoys workplace comradery and light-hearted fun! Salary Range: $50,000–$63,000 per year For a little more information about us, please email your resume to [email protected] Petley-Hare is an equal opportunities employer and is committed to a diverse and inclusive workplace. We are committed to providing accommodations in all roles through recruitment and employment in accordance with applicable human rights and accommodation legislation. Please advise our People & Culture team ([email protected]) if you require accommodation, including in order to apply for a position.

The role focuses on servicing existing clients through cross-selling and upselling insurance solutions while ensuring an exceptional customer experience. Responsibilities include managing incoming calls and emails, explaining coverage limits, and processing policy changes via partner portals.

Candidates must hold a mandatory RIBO license and possess at least 2 years of experience in Personal Lines customer service. Proficiency in SIG/EPIC and certifications like CAIB or CIP are considered assets.

• Time managementPreferred
• Customer servicePreferred

Identified from the job description. Confirm important requirements above.

• Customer Service
• Cross-selling
• Upselling
• Insurance Solutions
• Multi-tasking
• Time Management
• Oral Communication
• Written Communication
• Relationship Building
• Policy Management
• Paperless Environment
• Adaptability to Technology

• Customer Service & Support
• Finance & Accounting
• Sales

Minimum education

Professional degree

Minimum experience

2+ years

Apply by

Feb 14, 2027

Posting language

English

Working hours

40 hours per week

Seniority

Entry level

Application method

Direct apply is available