Alberta, Work from Home - P&C Insurance Personal Lines Sales

Job summary

The successful candidate will drive sales of personal lines insurance products and manage customer retention within the Alberta market. They will act as a foundational team member, responding to inbound leads and optimizing insurance solutions for clients.

Job details

Walnut is a technology company backed by National Bank's NAventures, ATB Financial, TELUS Global Ventures, Portage, and more that is powering a new era of insurance — embedded. We’re partnering with distribution partners including fintechs, financial services firms, retailers, and online platforms to transform their product offerings and revenue models without years of carrier negotiations and technical integration. Find out more at https://www.gowalnut.com [https://www.gowalnut.com] and from our recent press release, https://www.businesswire.com/news/home/20240808783964/en/Walnut-Insurance-Secures-4.6M-to-Transform-Insurance-Distribution-with-Embedded-Technology [https://www.businesswire.com/news/home/20240808783964/en/Walnut-Insurance-Secures-4.6M-to-Transform-Insurance-Distribution-with-Embedded-Technology] Our team is looking for an experienced, hands-on AIC Licensed Personal Lines Insurance Professional who will work closely with the Walnut team to support the sale of P&C insurance products for customers in the province of Alberta. 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. For this role we require an individual that is currently licensed in the province of Alberta. You will contribute to the business growth objectives through the closing personal lines business and retention of an existing portfolio. 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. We're looking for a sales-oriented individual with a strong track record, who has over 2+ years of successful experience in selling personal lines insurance. What you'll do: * Effectively communicate through all channels to drive sales of personal lines insurance products (home, auto, tenant, travel) * Be customer focused and respond promptly to inbound leads and questions while working from home * Demonstrate effective service and sales skills by providing effectively assessing insurance needs and optimizing price * 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 What you’ll bring to the table: * 2+ Years of experience of successfully selling personal lines insurance * Willing to gain licensing in other provinces. * 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.) is a plus What you’ll get: * Competitive rewards package including base compensation, benefits, bonuses * Exceptional career development opportunities * We’ll support your professional development education and licensing Teamwork: * Work effectively with team/work group or those outside the formal line of authority (e.g. peers, senior managers) to accomplish organizational goals * Develop with colleagues and insurers, recommendations and options to adequately and cost-effectively meet client insurance needs * Keep management and others informed appropriately and as required about work status * Take actions that respect the needs and contributions of others What will help you succeed: * We’re looking for team members that have ideas on how to improve our processes, win-rates, and accelerate sales cycles * We want team members to be proactive in sharing and implementing new ideas, and to be able to execute quickly * There will be plenty of opportunities for those that take ownership of their responsibilities to expand and define their own role Compensation will be a base salary, plus commissions/bonuses. More information on the company. https://www.businesswire.com/news/home/20240808783964/en/Walnut-Insurance-Secures-4.6M-to-Transform-Insurance-Distribution-with-Embedded-Technology [https://www.businesswire.com/news/home/20240808783964/en/Walnut-Insurance-Secures-4.6M-to-Transform-Insurance-Distribution-with-Embedded-Technology]

What you’ll do

The successful candidate will drive sales of personal lines insurance products and manage customer retention within the Alberta market. They will act as a foundational team member, responding to inbound leads and optimizing insurance solutions for clients.

Requirements

Candidates must hold an active AIC license in Alberta and possess at least 2 years of experience in personal lines insurance sales. Strong communication skills, proficiency in Microsoft Office, and the ability to work independently in a remote environment are required.

Benefits

• Competitive rewards package
• Bonuses
• Career development opportunities
• Professional development support

Listed skills

• Sales · Preferred
• Customer service · Preferred
• Time management · Preferred
• Communication · Preferred
• Microsoft Office · Preferred
• Retention · Preferred
• Problem solving · Preferred
• Multitasking · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Personal lines insurance
• Sales
• Customer service
• Underwriting
• Time management
• Communication
• Microsoft Office
• CRM software
• Lead generation
• Cross-selling
• Up-selling
• Risk assessment
• Retention
• Problem solving
• Multitasking
• Influencing Skills
• Self-Starter
• Cross-Selling
• Professionalism
• Customer Relationship Management (CRM) Software
• Follow Through
• Bilingual (French/English)
• Personal Lines Insurance
• Multilingualism
• Brokerage
• Management
• Customer Service
• Computer Literacy
• Loyalty Programs
• Financial Services
• Selling Techniques
• Insurance Products
• Key Performance Indicators (KPIs)
• Negotiation
• Press Releases
• Sales Process
• Salesforce
• Time Management
• Verbal Communication Skills
• HubSpot CRM
• Teamwork

Job areas

• Sales
• Finance & Accounting
• Customer Service & Support
• Technology
• Insurance Sales Representative
• Insurance Sales Agent (General)
• Insurance Representatives
• Insurance Sales Agents

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