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