P&C Insurance Personal Lines Account Manager

Our team is looking for an experienced, hands-on **RIBO Licensed Personal Lines Insurance Professional or equivalent in your Province** 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.

Reporting to the Head of P&C Insurance, 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.

Compensation will be a base salary plus commissions/bonuses.

**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
- 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**:

- RIBO license required or equivalent 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.), marketing (Facebook/Google Ads, SEO, etc.), and design tools (Figma, Photoshop) also a bonus

**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

**Job Types**: Full-time, Part-time

**Salary**: $40,000.00-$60,000.00 per year

Schedule:

- Evenings
- Monday to Friday
- Weekend availability

Work Location: Remote