Account Executive - External (81699)

Western Financial Group; Vernon; Hybrid; CAD 40,000 - 80,000; Full time

Job summary

An established industry player seeks a motivated Insurance Sales Producer to leverage their commercial insurance expertise. In this hybrid role, you will build and manage a book of business, ensuring clients receive the right coverage. Your day will involve supporting customers, promoting retention, and liaising with insurance partners. This dynamic position offers opportunities for self-development and community involvement, making it perfect for those passionate about helping others. Join a company that values diversity and invests in its employees' health and wellness.

Benefits

3 weeks' vacation

14 wellness days

Company matching investment and savings programs

100% employer-paid group benefits

Health care spending account

Qualifications

• Experience managing a book of business or relatable work experience.
• Strong problem-solving skills and ability to adapt to different environments.

Responsibilities

• Support customers by recommending products and services.
• Build relationships to promote retention of existing customers.
• Navigate insurance partner portals to complete applications.

Skills

Customer Service

Insurance Knowledge

Problem-Solving

Communication

Education

General Insurance Level 2 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.

Insurance Sales Producer

As a Sales Producer with Western Financial Group, you will use your Commercial Insurance expertise to build and manage a book of business, ensuring your customers have the coverage they need. This is a hybrid work opportunity.

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

• General Insurance Level 2 License is an asset
• 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: Full-time / 37.5 hour/week

Location: Vernon, BC

Compensation: Guaranteed Income + New Business and Renewal Commission

Requisition #: 81699

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.

For over 20 years, supporting our local communities has been a part of everything we do – it’s engrained in our culture though theWestern Financial Group Communities Foundation.