[Hiring] Personal Lines Insurance Professional @Walnut Insurance

Role Description

Our team is looking for an experienced, hands-on Ontario and Alberta Licensed Personal Lines Insurance Professional who will work closely with the Walnut team to support the sale of P&C insurance products. This individual has proven success selling home and auto insurance to consumers as an individual contributor with the opportunity to build and scale a team.

You’ll play a key role in Walnut’s growth journey while contributing to the successful achievement of sales goals and targets. You will be a foundational member of our team, working closely with the founding team in a fully remote organization.

What you'll do:

• 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

• AIC license required to be able to sell home and auto insurance in Alberta
• Exceptional written and verbal communication skills
• 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
• Bilingual in French and English would be a plus
• Life insurance experience and active license would be a plus
• Familiarity with CRM software (Salesforce, Hubspot, etc.) also a bonus

Benefits

• Competitive rewards package including base compensation, benefits, bonuses
• Exceptional career development opportunities
• We’ll support your professional development education and licensing
• Stock options
• Wellness program of $2,500 in choice of benefits
• 3 weeks of vacation annually