Walnut is a technology company backed by ATB Financial and National Bank Ventures, https://www.businesswire.com/news/home/20221214005416/en/Walnut-Insurance-Raises-4M-to-Power-Embedded-Insurance-for-Enterprise-Brands-and-Accelerate-Growth, 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.
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.
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.), 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