Alberta, Work from Home - P&C Insurance Personal Lines Sales
Core
Sales of P&C personal lines insurance (home, auto, tenant, travel) to consumers in Alberta via embedded distribution partners.
Role type
Individual contributor personal lines insurance sales professional
Builds
Personal lines insurance policies for consumers
Domain
Insurance / Personal Lines
Required skills
Personal lines insurance sales, customer acquisition, retention, needs assessment, cross-selling, underwriting quality review, lead generation, CRM proficiency
Preferred skills
Life insurance licensing, bilingual French/English, multi-province licensing
Technologies
Salesforce, Hubspot, Microsoft Office
Responsibilities
Close personal lines business and retain existing portfolio, respond to inbound leads, assess insurance needs and optimize pricing, resolve customer issues via phone/email, conduct file reviews for underwriting quality, obtain and solicit leads, cross-sell other lines of business, improve broker sales processes
Seniority
Mid-level, hands-on IC