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

Walnut Insurance; Alberta; Hybrid; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Base salary + commissions

Benefits

Licensing support

Job summary

Walnut Insurance is seeking a licensed Personal Lines Insurance Professional for the Alberta market. This role is remote, focusing on selling home and auto insurance to individuals with a proven track record.

You’ll close deals, retain an existing portfolio, and contribute to Walnut’s growth from a fully remote setup. The ideal candidate has 2+ years of success in personal lines, strong communication, and proficiency with CRM tools; licensing in other provinces is a plus.

Qualifications

• Licensed in the province of Alberta and actively selling personal lines.
• 2+ years of successful personal lines insurance sales experience.
• Strong written and spoken communication in English; French a plus.
• Proficient with CRM systems and Microsoft Office; tech-savvy.

Responsibilities

• Sell personal lines (home, auto, tenant, travel) to Alberta customers.
• Respond promptly to inbound leads; nurture opportunities from home.
• Assess insurance needs and optimize coverage and price.
• Cross-sell other lines and maintain client relationships for retention.
• Perform file reviews for underwriting quality and risk exposure.

Skills

Sales experience

Excellent communication

CRM familiarity

Self-starter

Time management

Tools

Salesforce

HubSpot

Job description

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 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

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