Commercial Insurance Advisor (81735)

Western Financial Group; Williams Lake; On-site; CAD 51,000 - 70,000; Full time

Job summary

Join a leading insurance provider as an Insurance Advisor, where you'll manage a commercial lines renewal book and build lasting relationships with customers. This role emphasizes excellent communication skills and a commitment to achieving sales targets. With a focus on fairness and loyalty, this company offers a supportive environment where you can thrive. Enjoy a full-time position with competitive compensation and comprehensive benefits, including generous vacation time and wellness programs. If you're passionate about helping others and want to make a difference, this opportunity is for you.

Benefits

3 weeks vacation

14 wellness days

Company matching investment and savings programs

100% employer-paid group benefits

Health care spending account

Qualifications

• Must hold a General Level 1 Insurance License.
• Experience in managing commercial business policies is essential.

Responsibilities

• Provide quotes and sell new policies via phone, in-person, and email.
• Manage customer relationships while meeting insurance sales targets.

Skills

General Level 1 Insurance License

Experience managing commercial business policies

Proficient in navigating multiple computer programs

Excellent communication skills

Experience achieving sales targets

EPIC experience

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 are committed to delivering the right insurance solutions every time so our customers can live confidently.

Insurance Advisor

As an Insurance Advisor, you will manage and maintain an existing commercial lines renewal book. Your daily tasks will include building lasting relationships with customers and helping to protect what matters most to them.

Typical Responsibilities

1. Provide quotes and sell new policies to customers via phone, in-person, and email.
2. Manage and build customer relationships while meeting insurance sales targets.
3. Follow up on client accounts to resolve outstanding activities.
4. Conduct sales calls for new business and timely renewal calls for existing clients.

Qualifications and Skills

• General Level 1 Insurance License required.
• Experience managing commercial business policies.
• Proficient in navigating multiple computer programs.
• Excellent communication skills in-person, over the phone, and via email.
• Experience achieving sales targets in a similar role.
• EPIC experience is an asset.

Additional Details

• Hours: Full-time / 37.5 hours per week.
• Location: Williams Lake, BC.
• Compensation Range: $51,000 - $70,000.
• Requisition #: 81735.

Note on Requirements

If you don’t meet every requirement but are excited about the role, we encourage you to apply. You might be the right fit for this or another role better suited to your skills.

At Western, we are committed to fostering a diverse, inclusive, and authentic workplace. If you have questions or need accommodations, please reach out to us.

Health and Wellness

We offer programs that add value to our employees’ lives, including 3 weeks’ vacation, 14 wellness days, company matching investment and savings programs, and 100% employer-paid group benefits, including a health care spending account.

Supporting our local communities is integral to our culture through the Western Financial Group Communities Foundation.

Note: Please review the Internal Applicant Policy on WestConnect.