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Added 9 mins ago
IS
Business Systems Support Specialist
Ideal Siding
Burnaby, BC
- $58,000 to $67,000 CAD / year
- Full-time
Support user account setup, permissions, and technology onboarding and offboarding across our CRM and cloud applications.
Added 24 mins ago
S
Regional Sales Director
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- Full-time
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Added 24 mins ago
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- Full-time
…Development, Communication, Customer Relationship Management (CRM), Decision Making, Financial Planning and Analysis (FP&A),…
Added 24 mins ago
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Senior Director - Customer Analytics, Data & AI
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Added 24 mins ago
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Calgary, AB
- Full-time
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Added 24 mins ago
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We are seeking a strategic, growth-minded Marketing Technology Lead Developer to own the technical direction and governance of our public-facing digital properties and integrated marketing…
Added 24 mins ago
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Business Development Representative
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Added 24 mins ago
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Added 40 mins ago
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Inside Sales Representative
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- $65,000 to $80,000 CAD / year
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Added 55 mins ago
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Real Estate Agent – No Experience Needed (Dubai)
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Our AI-powered CRM and tools have new agents closing deals in their first weeks
Added 1 hour ago
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Product Manager, Salesforce Hub
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Added 1 hour ago
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Technical Sales Representative- Bearings, Power Transmission
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Salesforce Administrator
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Senior Marketing Manager
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Working knowledge of digital marketing platforms, CRM and marketing automation tools; experience using AI-enabled tools responsibly is an asset
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Marketing Senior Associate
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Added 1 hour ago
P
Customer Service Manager
PolicyAdvisor
Oakville, ON
- $60,000 to $70,000 CAD / year
- Full-time
· Conduct regular audits of CRM tools and practices based on established guidelines.
Added 1 hour ago
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Senior Manager - CRM & Lifecycle Marketing
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- Full-time
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Senior Business Partner, Health Workforce Capacity
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Added 1 hour ago
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Dynamics CRM Developer
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- $70 to $75 CAD / hour
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Added 1 hour ago
B
Senior Resource Manager
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…experiences. We’ve helped our clients implement fully integrated CRM customer journeys, built robust digital experiences, and created national loyalty programs with decades of experience in…
Added 1 hour ago
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PolicyAdvisor

Customer Service Manager

Oakville, ON, Canada

$60,000 to $70,000 CAD / year · Full-time

Apply About employer

Applications open in a new tab.

Job details

Pay: $60,000 to $70,000 CAD / year
Job type: Full-time
Apply by: Nov 25, 2026
Posting language: English
Posted: Oct 26, 2026

Original job description

PolicyAdvisor.com is an exciting, early-stage, insurtech startup that is transforming the way Canadians buy insurance. We’ve built a brand-new digital insurance platform that offers a simple, intuitive alternative to the archaic, offline distribution model used by most of Canada's insurance industry.

Job description

The way Canadians buy life insurance is changing; do you want to be part of it?

PolicyAdvisor.com is an exciting, early-stage, insurtech startup that is transforming the way Canadians find and buy the protection they need. We’ve built a brand-new digital insurance platform that offers a simple, intuitive alternative to the archaic, offline distribution model used by most of Canada’s insurance industry.

With a compelling vision, proven management team, and significant seed funding, PolicyAdvisor.com brings innovation and disruption to the rapidly evolving insurtech space. Since launching in Q2-2019 we’ve helped countless Canadians get the coverage they need.

Are you ready to help build PolicyAdvisor.com and get more Canadians covered? And give an old-fashioned industry a kickstart into the digital age? Then look no further.

Who we’re looking for:

We are looking for a talented Customer Service and Operations manager interested in a high growth role at an early stage, well-funded startup. Our team is small, but growing, so your role matters to us and offers significant growth. You'll participate in the development and ongoing enhancements of PolicyAdvisor’s customer operations but connect to all business areas (meaning you'll have a chance to influence sales, customer service, product strategy, and more).

In this position, you will help the PolicyAdvisor team develop exceptional operational and service standards to support rapidly growing business needs and meet strategic objectives. You will support the team in identifying, quantifying, prioritizing, and delivering the operational changes required to continue to build a sustainable high-growth business. You’ll work directly with various internal business leaders and external stakeholders.

Traits:

· Excellent quantitative analysis and critical thinking abilities.

· Strong analytical & mathematical skills to assimilate complex information with a proven ability to translate vision and strategic priorities into operational and financial realities

· Enthusiastic. Willing to roll up sleeves and get into details. Eager for that extra mile to better the operations processes.

Responsibilities:

· Collaborate in the design, development, implementation and management of core business/group processes and operations.

· Assist the brokerage and operations teams in managing escalated client relationships & delivering excellent customer service for clients.

· Work with the brokerage team to provide an exceptional insurance shopping experience for customers, including assistance in quote generation & post-sales follow-ups.

· Complete process checks to ensure documentation is up-to-date and valid to ensure accuracy.

· Conduct regular audits of CRM tools and practices based on established guidelines.

· Analyze data and information to provide business insights and recommendations.

· Act as the Subject Matter Expert for insurance procedures and operations.

Ideal background:

· 5 years of operations or customer management experience at a leading financial institution or successful consumer service company. Work experience in an online business will be helpful, although not a requirement

· Financial services or insurance experience is preferred

· Strong proficiency with spreadsheets and data tables.

· Problem-solving skills and a strong desire to take ownership of tasks and processes and a willingness to learn

· Understanding of risk, regulatory, and compliance requirements

· Exceptional written and verbal communication; strong collaboration skills

· Bachelor's degree in Business, Finance or Operations or related fields or equivalent practical experience

Salary and Benefits

· PolicyAdvisor is a fast-growing company and presents a great opportunity to assume a leadership role. We expect massive growth over the next few years which will provide significant opportunities for advancement

· Competitive base salary

· Competitive health benefits

· Relaxed, collaborative office setting - previously in downtown Toronto, but over Zoom for the foreseeable future. New ideas are encouraged as we continually enhance the insurance-buying experience and make protection products accessible for all Canadians

Job Types: Full-time, Permanent (onsite)

Shift Timings- 10:00 AM- 7:00 PM Eastern time

Job Types: Full-time, Permanent

Benefits:

Casual dress
Dental care
Extended health care
Paid time off

Application question(s):

This role requires working from 10 AM to 7 PM Eastern Time. Will you be comfortable with this schedule and able to consistently work these hours?
Would you be open to obtaining LLQP license?

Experience:

Financial services: 5 years (required)
Customer relationship management: 5 years (required)

Location:

Oakville, ON (required)

Work Location: In person

Apply About employer

More about this job

Responsibilities

Develop and manage core business processes, support escalated client relationships, and help deliver an excellent insurance shopping experience, including quote assistance and post-sale follow-ups. Maintain accurate documentation, audit CRM practices, analyze business data, and serve as a subject matter expert in insurance procedures and operations.

Requirements

Requires five years of financial services experience and five years of customer relationship management experience; insurance or financial services experience is preferred. Candidates should have strong analytical and spreadsheet skills, knowledge of risk and compliance, excellent communication and collaboration abilities, and a bachelor's degree in business, finance, operations, or a related field, or equivalent practical experience.

Skills

Customer Service
Operations Management
Quantitative Analysis
Critical Thinking
Data Analysis
Process Improvement
Insurance Operations
Spreadsheet Proficiency
Risk Management
Regulatory Compliance
Written Communication
Verbal Communication
Problem-Solving
Stakeholder Collaboration

Benefits

Dental Care
Extended Health Care
Paid Time Off
Casual Dress
Competitive Base Salary
Leadership and Advancement Opportunities

Visa sponsorship

Not detected in the job text

Keywords

Insurance
Insurtech
Financial Services
Customer Service
Customer Operations
Operations Management
CRM
Process Design
Process Improvement
Operational Standards
Data Analysis
Business Insights
Spreadsheets
Data Tables
Insurance Brokerage
Quote Generation
Documentation Audits
Risk Management
Regulatory Compliance
LLQP License
Post-Sales Follow-Up

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