Home & Auto Insurance Advisor

About this role

Overview of the role We’re on a mission to modernize insurance, making it simpler, more accessible, and customer-first. The insurance industry is a $1T market that has remained largely untouched by the digital revolution, and PolicyMe is here to change that. As a remote-first, Toronto-based startup with big ambitions, we’re looking for a Home & Auto Insurance Advisor to help us build the future of insurance in Canada and beyond.

As a Home & Auto Insurance Advisor, you’ll be on the front lines helping customers protect their homes and vehicles while delivering a modern, digital-first experience. You’ll focus on sales execution - handling inbound leads, closing business, and providing clear, honest advice that builds long-term trust with our customers. You’ll also collaborate with the rest of the team to refine our sales processes, share insights from customer conversations, and contribute to the continued growth of PolicyMe’s P&C business.

Reports To : Associate Director, Home & Auto What you'll be doing First 6 months 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.

Work directly with engineering and product to refine client digital experiences and communicate how our products are performing. 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.