Coordinator- Cmrcl Ins Sales (81919)

Western Financial Group; Winnipeg; On-site; CAD 45,000 - 60,000; Full time

Job summary

Join a leading insurance brokerage as a Commercial Insurance Sales Coordinator in Winnipeg, where you will play a vital role in supporting sales team functions. This full-time position involves creating essential policy documents, managing client transitions, and contributing to process improvements. Western Financial Group is committed to employee well-being, offering vacation, wellness days, and comprehensive benefits in an inclusive workplace culture.

Benefits

3 weeks' vacation

14 wellness days

Company matching investment programs

100% employer-paid group benefits

Qualifications

• Strong communication skills, both written and verbal.
• Well versed in navigating multiple computer programs.
• General Insurance Level1 License is preferred.

Responsibilities

• Create policy documents, new business packages, and loss payable certificates.
• Support client transition from sales to service team.
• Provide weekly reports including internal metrics.

Skills

Communication skills

Attention to detail

Multitasking

Education

General Insurance Level1 License

Job description

Truthfulness | Fairness | Value | Loyalty

At Western Financial Group, we take pride in being one of Canada's largest insurance brokers. Our strength lies in our incredible team of over 2,200 dedicated professionals, spread across 180+ locations nationwide. Together, we create a supportive and collaborative environment that has earned us the recognition of one of Forbes Canada’s Best Employers.

Discover a workplace where your well-being is a priority, and your contributions make a real difference. With competitive benefits, a strong community focus, and a commitment to work-life balance, Western is not just a place to work, it's a place to thrive!

Join our team and experience the Western difference – where caring for our customers, communities and team members is our passion!

Commercial Insurance Sales Coordinator - Winnipeg

As a Commercial Insurance Sales Coordinator, you will support most of the administrative functions for the sales team, including submissions, policy issuance and weekly report

Here is what a typical day looks like

• Creating policy documents, new business packages, loss payable certificates, and invoices
• Supporting client transition from the sales team to the service team
• You will partner with sales team and underwriting department on new business submissions
• Follow up on client accounts to support resolving outstanding activities
• Continuous learning through product knowledge
• Participate in ongoing process improvements to support business needs
• Provide weekly reports including internal metrics and accounts receivable tracking

The value you bring

• Well versed in navigating multiple computer programs as once
• General Insurance Level1 License is preferred
• Strong communication skills, both written and verbal and high attention to detail

Hours: Full-time / 37.5 hour/week

Location: Winnipeg, MB

Salary Range: $45,500 - $60,000

Requisition #: 81919

At Western, we prioritize the well-being of our employees and are committed to fostering an inclusive environment that values diversity within our communities. We strive to create a workplace that is accessible, equitable, and supportive, ensuring that all team members feel valued and can thrive in their roles. As an equal opportunity employer, we welcome applicants from all backgrounds, and we encourage individuals to apply even if their experience does not fully meet all the criteria listed.

If you need assistance or have questions about requesting reasonable accommodation, please feel free to reach out to us at any time during the hiring process by contacting our Talent Acquisition team at [e-mail] or reviewing Careers Page on our website .

We value our employees and offer programs that enhance their lives. Eligible employees receive 3 weeks' vacation, 14 wellness days, company matching investment and savings programs, and 100% employer-paid group benefits.

For over 20 years, community support has been integral to our culture through the Western Financial Group Communities Foundation .