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–$65,000 per year

For a little more information about us, please email your resume to Sign in to view email

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 (Sign in to view email) if you require accommodation, including in order to apply for a position.