Account Executive (79665)

Western Financial Group; Eastern Ontario; On-site; CAD 50,000 - 70,000; Full time

Job summary

Western Financial Group is seeking an Account Executive to manage insurance business and ensure customer satisfaction. This role involves providing expert guidance, building relationships, and handling various insurance tasks. The ideal candidate will hold a RIBO License and have a passion for client service, backed by strong communication and problem-solving skills.

Benefits

3 weeks vacation

14 wellness days

Company matching investment and savings programs

100% employer-paid group benefits

Qualifications

• RIBO License required for insurance expertise.
• Experience providing excellent customer service.
• Strong problem-solving skills and adaptability.

Responsibilities

• Manage a book of business and ensure proper coverage.
• Promote retention through strong customer relationships.
• Quote new business via calls and online portals.

Skills

Customer Service

Problem Solving

Communication

Adaptability

Education

RIBO License

Job description

Truthfulness | Fairness | Value | Loyalty

As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can live confidently.

Account Executive

As an Account Executive you will use your insurance expertise to manage a book of business and ensure customers have the coverage they need.

Here is what a typical day looks like

• Support new and existing customers by offering recommendations for products and services required
• Promote retention of existing customers by building strong relationships and providing quality customer service
• Navigate multiple insurance partner online portals to complete customer applications
• Quote new business through outbound calls and walk-in clients
• Communicate with insurance company Underwriters to ensure evolving guidelines are met
• Prospect and up-sell to clients on all lines of business sold
• Liaise between client and external insurance partners to ensure fair and proper representation for both parties
• Continuous self-development, through industry and community involvement, and industry related courses

The value you bring

• RIBO License required
• Experience providing excellent customer service
• Must be able to communicate professionally in person, over the phone, and through email
• Experience managing a book of business or relatable work experience
• A desire to learn new systems and processes
• Strong problem-solving skills and the ability to adapt to different work environments
• Passionate about helping people, self-driven, and determined to succeed

Hours: 37.5/ week

Requisition #: 79665

What if I don’t meet every requirement?

If you’re excited about the role but your experience doesn’t check every box – we still encourage you to apply. You may be the right person for this role – or we might have another that suits you even better!

At Western, we are dedicated to building a diverse, inclusive, and authentic workplace in the communities we work and live in If you have questions or require accommodation, please reach out to us .

Health and Wellness

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 wellness days, company matching investment and savings programs, and 100% employer-paid group benefits, including a health care spending account.

This is the authority account for Western Financial Group Corporate Head Office and Insurance Brokerage Network. We are located in 116 communities across Western Canada.

Notice

Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at [e-mail] or 407-000-0000.

Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility.

An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit & data-use details: www.talentify.io/bias-audit-report . NYC applicants may request an alternative process or accommodation at [e-mail] or 407-000-0000.