Licensed Inbound Insurance Sales Specialist

• 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 call agendas to maintain call control and guide conversations toward enrollment




• Provide information about policies and coverage options 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




• Assist current members contacting Trupanion




• Collaborate with the sales team and management to meet and exceed sales targets and objectives




• Handle escalated customers and sensitive conversations while providing a positive customer experience

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 communication skills with a customer-centric approach




• Ability to actively listen, understand customer needs, and provide appropriate solutions




• Familiarity with the insurance industry, particularly pet insurance, is a plus




• 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




• Availability to work rotating shifts, including both Saturday and Sunday




• Must be licensed to sell insurance in Canada and the province of residence




• Weekend availability required




• Ability to work 8-hour shifts, 5 days per week, with flexibility across shift times




• Training schedule availability Monday through Friday, 8:00 AM–5:00 PM Pacific Time for the first eight weeks

Core Competencies

Demonstrates expertise in consultative sales techniques and customer relationship management, with a strong focus on pet insurance solutions. Proven ability to handle objections, achieve sales targets, and provide exceptional customer service.

Highest-signal resume keywords

• Active Provincial General Insurance License




• Consultative Sales Techniques




• Objection Handling




• Sales Target Achievement




• Customer-Centric Communication

Hard Skills

• Data Entry




• Sales Experience




• Insurance Policy Knowledge




• Enrollment Process




• Call Control Techniques

Soft Skills

• Active Listening




• Empathy




• Adaptability




• Positive Attitude




• Willingness to Learn

Certifications & Qualifications

• General/P&C Insurance License

Industry Keywords

• Pet Insurance




• Insurance Industry




• Sales Targets




• Customer Experience




• License Reciprocity

Tools & Technologies

• Basic Computer Applications