PolicyMe

Insurance

• Educate prospective customers on Home & Auto insurance options using PolicyMe’s digital platform and product expertise
• Manage a high-volume inbound pipeline of Home & Auto leads
• Move qualified opportunities through the sales funnel and close policies via phone, SMS, and email
• Track calls, emails, follow-ups, and deal stages in HubSpot
• Recommend coverage based on customer needs using a consultative, customer-first approach
• Build and refine sales scripts, talk tracks, objection-handling, workflows, and follow-up sequences in HubSpot
• Work with engineering and product to refine client digital experiences and communicate product performance
• Deliver a high-energy, high-conversion, honest, and customer-centric experience
• Ensure recommendations and customer interactions comply with RIBO requirements, carrier guidelines, and internal policies
• Hit and exceed monthly sales and activity targets
• Test and optimize sales processes, discovery questions, and follow-up cadences
• Contribute to a scalable Home & Auto sales playbook and refine qualification criteria
• Identify bundle and cross-sell opportunities with Life and Health & Dental insurance
• Help position PolicyMe as Canada’s go-to digital-first personal insurance distributor

Home & Auto Insurance Advisor

Operations

• Own complex cross-functional problems from framing through execution
• Develop one-page cases and recommendations for leadership decisions
• Drive initiatives across product, growth, operations, and partners
• Run small-scale market pilots to validate segments, messaging, and new motions
• Decide whether to scale, iterate, or stop pilots based on results
• Hand proven initiatives to product teams with framed briefs
• Own the weekly leadership brief covering product-line performance and recommended decisions
• Lead monthly business-line deep dives covering funnel performance, experiments, customer evidence, and competitor evidence
• Run the quarterly planning cycle and present resource trade-offs to leadership
• Work directly with the VP of Growth and founders
• Rotate into ownership of a product line or function within 12 to 18 months
• Report to the VP of Growth

Home & Auto Insurance Advisor

Strategy & Operations Manager