P&C Personal Lines Account Manager - Remote Role

Diagram; Canada; Remote; CAD 45,000 - 60,000; Full time

Job summary

A leading technology company is seeking an experienced RIBO Licensed Personal Lines Insurance Professional to join their team. This remote role involves supporting the sale of home and auto insurance, achieving sales goals, and contributing to customer loyalty in a fast-paced environment. The position offers a competitive compensation package, including base salary and commissions, with opportunities for professional development.

Benefits

Stock Options

$2,500 Wellness Program

3 Weeks of Vacation Annually

Qualifications

• Licensed to sell Personal Lines insurance in Canada is essential.
• Strong verbal and written communication skills.
• Ability to multitask and handle a fast-paced environment.

Responsibilities

• Respond promptly to customer inquiries and leads.
• Conduct underwriting quality reviews for customers.
• Achieve sales goals while contributing to team success.

Skills

Customer Service

Communication

Time Management

Bilingual (French and English)

Education

RIBO License

Life Insurance Experience

Tools

CRM Software (Salesforce, Hubspot)

Job description

Walnut is a technology company 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.

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.

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 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.) 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

Salary:

• $45,000.00 - $60,000.00 per year

• Plus bonus after meeting minimum thresholds

Benefits:

• Stock options

• Wellness program of $2,500 in choice of benefits

• 3 weeks of vacation annually