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Added 6 mins ago
TG
Project Analyst Intern
TMX Group
Toronto, ON
- $20 to $23 CAD / hour
- Full-time
…stakeholders to support key project initiatives, assist with financial and expense reporting, and build polished presentation materials. This is an excellent opportunity for a curious…
Added 6 mins ago
H
Property Administrator
Hines
Toronto, ON
- Full-time
The Property Administrator provides administrative, financial and operational support to the property management teams at T3 Bayside and T3 Junction. The role helps deliver responsive…
Added 6 mins ago
VF
Event Marketing Specialist, Contract
Volkswagen Financial Services
Pickering, ON
- Contract
Volkswagen Financial Services, a wholly-owned subsidiary of Volkswagen Group, is the trusted key to mobility for its brand partners. We are committed to supporting the Audi, Ducati, and…
Added 6 mins ago
SR
Property Manager
Saskatoon Real Estate Services Inc
Saskatoon, SK
- Full-time
Preparation of Budgets and General Knowledge of Financial Statements
Added 6 mins ago
BT
Supervisor, Audit and Assurance
Baker Tilly Canada
Courtice, ON
- Full-time
Baker Tilly is a leading advisory and accounting firm dedicated to building better futures. With global reach and local roots, we combine the scale of a network with the trust of strong…
Added 6 mins ago
TU
Finance Analyst
The University of British Columbia
Vancouver, BC
- $6,143.67 to $8,830.25 CAD / month
- Full-time
The Finance Analyst is responsible for analyzing financial information, applying accounting principles and policies, and providing financial analysis and support for the accounting…
Added 6 mins ago
FC
Operations Manager
Fintel Connect
Vancouver, BC
- Full-time
Fintel Connect is a performance marketing platform built for financial services. We connect banks, fintechs and credit unions with publishers to grow customer acquisition in a compliant,…
Added 6 mins ago
TU
Finance Analyst, Capital Financial Reporting
The University of British Columbia
Vancouver, BC
- $7,727.33 to $11,112 CAD / month
- Full-time
Interprets accounting procedures and reporting guidelines, and provides financial advice to the Finance Manager, CFR and other finance related colleagues.
Added 6 mins ago
US
Project Manager
UL Solutions
Toronto, ON
- Full-time
Interfaces with Business Unit Leaders, and with Finance and develops ROI, IRR and other financial measures.
Added 6 mins ago
YU
Gift Processing Specialist
York University
Toronto, ON
- Full-time
…collaboration and entrepreneurship. Under the general direction of the Manager, Gift Processing & Finance, the Gift Processing Specialist (GPS), will provide coordination and direction of…
Added 6 mins ago
T
IT Operations Analyst I
TD
London, ON
- Full-time
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product,…
Added 6 mins ago
T
Personal Banker Trainee - 37.5h
TD
Montreal, QC
- Full-time
Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit…
Added 6 mins ago
T
Customer Experience Associate
TD
Dauphin, MB
- Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 6 mins ago
T
Personal Banker Trainee
TD
Fort Saskatchewan, AB
- Full-time
Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit…
Added 6 mins ago
T
IT Operations Analyst III
TD
Toronto, ON
- Full-time
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product,…
Added 6 mins ago
CH
Compliance and Analytics Specialist
Cardinal Health
Vaughan, ON · Canada-NSC
- Full-time
The Compliance and Analytics Specialist reports to the Manager, Facilities Management and supports facility operations, compliance, financial controls, EHS activities, and continuous…
Added 6 mins ago
AW
Business Analytics Specialist, Temporary
Aviso Wealth
Remote, Canada
- Temporary
- Remote
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 6 mins ago
AW
Business Analytics Specialist, Temporary
Aviso Wealth
Remote, Canada
- Temporary
- Remote
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 6 mins ago
E
Senior Analyst, Capital Governance & Reporting
EPCOR
AB · Edmonton, Alberta
- Full-time
…Analyst, Capital Governance & Reporting is accountable to the Manager, Capital Governance & Reporting, and operates within the context and prescribed limits established by the Manager,…
Added 6 mins ago
Manager, Strategic Transaction Advisory and Accounting & Reporting - Assurance - Toronto
EY
Toronto, ON
If you are ready to take your accounting expertise beyond the audit cycle and into high-profile transactions and strategic decisions, this could be your next move. Step into a highly…
Added 6 mins ago
Marketing Manager B2B
Nestle Operational Services Worldwide SA
Montreal, QC
We are looking for a B2B Marketing Manager based out of our Nespresso office reporting into the Marketing VP. The incumbent will be responsible for Out of Home channel and must deliver and…
Added 21 mins ago
L
Assistant Branch Manager - Office 1714
LendDirect
Medicine Hat, AB
- Full-time
“After starting as a Financial Service Representative in late 2021 it was within a year, I quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant…
Added 21 mins ago
AF
Assistant Branch Manager - Office 1714
Attain Finance
Medicine Hat, AB
- Full-time
“After starting as a Financial Service Representative in late 2021 it was within a year, I quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant…
Added 35 mins ago
AC
Senior Manager, Indirect Tax
ACCA Careers
Winnipeg, MB
- Full-time
Make an impact with our Indirect Tax team as a Senior Manager. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory framework. As a…
Added 35 mins ago
AC
Manager, Indirect Tax
ACCA Careers
Winnipeg, MB
- Full-time
Make an impact with our Indirect Tax team as a Manager. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory framework. As a trusted…

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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