Home and Auto Insurance Advisor selling digital personal insurance for PolicyMe. Managing inbound leads, closing policies, and improving customer - first sales processes.
About the role
- Licensed insurance sales specialist helping Canadian pet owners enroll pets in Trupanion medical insurance. Handling inbound leads, policy questions, objections, and member support.
Responsibilities
- Answer inbound warm leads from potential customers interested in pet insurance policies
- Use a consultative sales style to understand customer needs and tailor insurance solutions
- Present the value and benefits of pet insurance policies
- Set the agenda during calls to maintain call control and guide conversations toward enrollment
- Provide detailed policy and coverage information and answer customer questions and objections
- Overcome objections and concerns with confidence and empathy
- Use assumptive closing techniques to guide customers through enrollment
- Accurately enroll pets in policies and collect and document required information
- Support current members through phone and email
- Collaborate with the sales team and management to meet and exceed sales targets and objectives
Requirements
- Active provincial General/P&C Insurance license, such as an OTL General Insurance Agent license, General Level 1 license, or equivalent, depending on province of residence
- Eligible for license reciprocity in additional jurisdictions, excluding Québec
- Minimum of 2 years' experience in a sales role
- Excellent verbal and written communication skills with a customer-centric approach
- Ability to actively listen, understand customer needs, and provide appropriate solutions
- Strong ability to handle objections and turn them into opportunities
- Proven track record of achieving or surpassing sales targets and productivity expectations
- Positive attitude, adaptability, and willingness to learn and grow within the role
- Proficiency in basic computer applications and data entry
- Must be licensed to sell insurance in Canada and the province in which currently residing
- Weekend availability, including both Saturday and Sunday
- Flexibility across rotating shift times, including shifts as early as 3:00 AM Pacific Time and start times as late as 1:30 PM Pacific Time
Benefits
- Uncapped monthly bonuses based on individual performance
- Restricted Stock Units granted to all new team members; new hire grants vest over 4 years
- Employer-paid extended health coverage for you and your family
- RRSP, pension, etc. registration through Wealthsimple
- Four weeks of paid time off
- 11 paid float holidays
- Five weeks of paid sabbatical after five years of employment
- Employer-paid medical insurance for one pet (cat or dog)
- Paid time off to volunteer at nonprofit organizations
- Open, casual, pet-friendly, and fun work environment
- Reasonable accommodation for the application, interview, and employment process
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