Personal Lines Insurance Associate

Walnut insurance, , is the leader in embedded insurance with investors from leading financial institutions like National Bank and ATB Financial. We partner with leading brands to power insurance products that are aligned with customer needs and relevant journeys.

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.

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
• 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:

• RIBO license required to be able to sell home and auto insurance in Ontario
• 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

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, Permanent

Pay: $50,000.00-$60,000.00 per year

Benefits:

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

Work Location: Remote