[Hiring] Personal Lines Insurance Associate @Walnut Insurance

Role Description

Our team is looking for an experienced, hands-on Quebec AMF licensed broker with additional licenses in Ontario and Alberta for Personal Lines Insurance Professional who will work closely with the Walnut team to support the sale of P&C insurance products. You’ll play a key role in Walnut’s growth journey while contributing to the successful achievement of sales goals and targets.

• Be customer focused and respond promptly to inbound leads and questions while working from home.
• Demonstrate effective service skills by providing options for customers to fit their unique insurance needs.
• Effectively communicate by telephone and email to resolve issues, describe programs & services to customers and when appropriate, cross-sell and up-sell other insurance products.
• Conduct a full file review for underwriting quality and risk exposure for each customer contact.
• FPR – First point resolution – able to adhere to all partner systems and underwriting processes.
• Influence customer loyalty through professionalism & courtesy while achieving brokerage standards for key performance indicators on a team & individual basis.
• Obtain/solicit leads and cross-sell other lines of business to assist with customer loyalty.
• Work to improve the broker sales process as you service both leads and customers.

Qualifications

• AMF license required to be able to sell home and auto insurance in Quebec. Licenses in Ontario and Alberta.
• Exceptional written and verbal communication skills in both French and English.
• Strong computer skills including Microsoft Office and adaptable to change.
• Effective use of time management and the ability to be a self-starter.
• Able to work in a fast-paced environment and to multitask.
• Collect relevant information systematically and through probing questions to process inquiries quickly and accurately.
• Solidify customer relationships through retention efforts and follow through on commitments.
• Life insurance experience and active license would be a plus.
• Familiarity with CRM software (Salesforce, Hubspot, etc.) also a bonus.

Requirements

• Competitive rewards package including base compensation, benefits, bonuses.
• Exceptional career development opportunities.
• We’ll support your professional development education and licensing.

Benefits

• Flexible schedule.
• Paid time off.
• Stock options.
• Wellness program.
• Work from home.