Job title: Insurance Advisor – Benefits Package

Company: Western Financial Group

Job description: We are one of Canada’s Top Employers, Join Us

Are you motivated by sales goals and incentives?

Have you consistently delivered excellent customer service and exceeded in finding solutions to their needs?

Looking to work with a high performing team to provide our clients the coverage they need by building strong business relationships and delivering excellent service?

Commercial Insurance Broker

As part of the new Western Express Business (WEB) team, you will be part of a team of Commercial Insurance Advisors managing a national book of small business accounts. You will report to the Manager, Western Express Business and have the opportunity to offer this new and dynamic service for our clients under a specified premium threshold.

Here is what a typical day looks like

• Follow up on all client accounts to resolve outstanding activities
• Remain up to date on product knowledge and build relationships with insurance providers
• Review client data entries, invoicing and coverage selection for compliance
• Complete certificate issuance for new business and renewal clients
• Process changes to insurance policies and endorsements
• Assist with the administration of the commercial book of business accurately and efficiently
• Conduct sales calls and up-sell products to new and existing clients to contribute to the growth of the business
• Continue self-development through industry and community involvement, training and other courses

The value you bring

• General Insurance Level 1 License is required, Level 2 is an asset
• Experience achieving sales targets individually and as a team
• Well versed in navigating multiple computer programs as once
• Involvement in industry related associations and your community
• Preferred understanding of policy wordings/coverage’s
• Strong sales and communication skillsWorking experience in EPIC an asset

Hours: Full Time – 37.5 hours/week

Location: Hybrid opportunities within Cranbrook, BC and Winnipeg, MB

Requisition #: 79956

Western Financial Group – Top 100 Canadian Employer

Our people make us who we are and we’re thankful to have been recognized as a Top Employer across Canada! We are looking for great people who share our values and want to share their unique skills with us. Western is on a mission to exceed customer expectations, and that starts with our people. Would you like to be part of our story?

As one of Canada’s top insurance broker, Western creates security and has provided customized insurance solutions to over 1 million Canadians. For over a century, we’ve secured our neighbours’ future by staying true to our Guiding Principles of Truthfulness, Fairness, Value, and Loyalty.

Health and Wellness

At Western we take pride in providing programs that add value to our people’s lives – after all, they are our greatest asset! Eligible employees receive a competitive compensation package consisting of 3 weeks’ vacation, 14 paid wellness days, company matching investment and savings programs, and 100% employer-paid group benefits, including a health care spending account

Expected salary:

Location: Cranbrook, BC

Job date: Fri, 22 Sep 2023 07:19:24 GMT