PolicyMe

Insurance

• Educate prospective customers on Home & Auto insurance options using PolicyMe’s digital platform and your product expertise, breaking down coverage in clear, honest terms so they feel confident moving forward.
• Manage a high-volume, inbound pipeline of Home & Auto leads, moving them efficiently through the sales funnel and converting qualified opportunities into closed policies via phone, SMS, and email.
• Use HubSpot to track every touchpoint - calls, emails, follow-ups, and deal stages - so your pipeline is always clean, up to date, and easy to forecast from.
• Recommend the right coverage based on customer needs using a consultative, customer‑first approach that balances protection, price, and eligibility.
• Build and refine sales scripts, talk tracks, objection‑handling, workflows, and follow‑up sequences in HubSpot to improve contact rates, appointment show rates, and close rates.
• Set the tone and standards for how PolicyMe serves P&C customers by delivering a high‑energy, high‑conversion, but always honest and customer‑centric experience on every interaction.
• Ensure all recommendations and customer interactions are fully compliant with RIBO requirements, carrier guidelines, and internal policies.
• Establish yourself as a top‑performing Home & Auto advisor, consistently hitting and exceeding monthly sales and activity targets (contact rate, talk time, conversions etc).
• Continuously optimize your own sales process by testing new hooks, discovery questions, and follow‑up cadences - and feeding winning approaches back into team playbooks.
• Contribute to a scalable, repeatable sales playbook for Home & Auto by logging accurate data in HubSpot, surfacing common objections, and helping refine qualification criteria and next‑best actions.
• Identify and act on bundle and cross‑sell opportunities with Life and Health & Dental, increasing overall premium per household while keeping customer needs and affordability front and center.
• Help position PolicyMe as Canada’s go‑to digital‑first distributor of personal insurance by delivering an experience that feels modern, simple, and genuinely sales‑driven in the best sense: efficient, helpful, and outcome‑oriented.

Home & Auto Insurance Advisor

Customer Success Manager

• Manage a caseload of in-progress applications through the **underwriting process**
• Navigate tools like HubSpot and Front to complete daily task queues
• Coordinate and follow up on medical exam bookings with vendors and clients
• Order and track underwriting requirements (e.g. APS, MVRs)
• Handle inbound calls and respond to client emails
• Track missed payments and help clients update billing info
• Report underwriting decisions to the Medical Information Bureau (MIB)
• Process policy change requests (address updates, beneficiary changes)
• Maintain accurate records and submit the weekly MIB report
• Collaborate cross-functionally with Advisors, QA, Sales, and Customer Service
• Offer feedback and participate in process/tooling improvement discussions

Customer Success Specialist

Bilingual Customer Success Specialist

Full-stack Engineer

• Develop full stack features for our AI-powered web application using Python, React, Redux, PostgreSQL and AWS
• Integrate AI models and APIs for tasks like document processing, data extraction, recommendation engines etc.
• Work closely with Sr. Engineers experienced in AI to seamlessly integrate models into production
• Stay current on emerging AI technologies/frameworks and explore new applications
• Build scalable, reliable backend services to fuel our AI workflows
• Create intuitive user experiences that surface AI-powered capabilities
• Participate in architecture planning, code reviews, and ideation sessions
• Take ownership of feature development end-to-end (once ramped up), coordinating with QA and other teams
• Engage in cross-team communication to help unblock dependencies and improve release flow
• Share ideas during quarterly planning to help shape what we build next
• Participate in company-wide initiatives such as hackathons, engineering guilds, and AI tooling experiments

Junior Software Engineer

• Leading the design and development of full stack features for our AI-powered web application using Python, React, Redux, PostgreSQL, and AWS
• Defining the technical vision and architectural principles for AI/ML systems
• Driving innovation by researching and prototyping cutting-edge AI technologies
• Ensuring security, scalability, and observability best practices across cloud architecture
• Work within a cross-functional environment partnering closely with product, design, and business teams to communicate technical designs/strategies
• Serve as a role model for engineering standards and bring consistency across systems and processes while mentoring junior and intermediate engineers
• Help drive sound technical decision-making across ambiguous, system-spanning problems

Home & Auto Insurance Advisor

Customer Success Specialist

Bilingual Customer Success Specialist

Junior Software Engineer

Senior Software Engineer