Digital Sales Operations Specialist - Digital Sales

Westland Insurance Group; Surrey; Hybrid; CAD 46,000 - 57,000; Full time

Benefits offered by this job

Open workplace

Growth opportunities

Autonomy to succeed

Inclusive culture

Total rewards program

Values days

Job summary

Westland Insurance Group Ltd. is seeking a Digital Sales Operations Specialist to support the Personal Lines Digital Sales teams across British Columbia, Alberta, and the Prairies from Surrey, BC.

This hybrid role combines office and remote work while focusing on file quality, reporting, and system improvements. You’ll collaborate with advisors and leaders to maintain client data, monitor file quality, and drive operational efficiencies.

Qualifications

• 3–5 years in Personal Lines insurance, operations, or sales support.
• Strong understanding of Personal Lines processes and file quality.
• Highly organized, detail oriented with multi-priority management.

Responsibilities

• Provide day-to-day administrative and operational support to the Personal Lines Digital Sales team.
• Review client and policy files for accuracy and documentation quality.
• Conduct file audits to support standards and regulatory compliance.
• Support new business processing, advisor training, and reporting.
• Coordinate requests, prioritize and track progress to completion.
• Support Digital Sales systems, tools, and adoption.

Skills

Personal Lines insurance

Sales support

Administration

Education

Business Administration / Insurance

Tools

Acturis

Salesforce

Genesys

Job description

We’re searching for a Digital Sales Operations Specialist. Are you searching for new possibilities?

Westland Insurance Group Ltd. is growing and has a new opportunity for a Digital Sales Operations Specialist,at our Surrey, BC Head Office. This is a hybrid role, with the ability to work from the office and work from home while supporting our Personal Lines Digital Sales teams across British Columbia, Alberta, and the Prairies.

We’re looking for a highly organized, detail-oriented individual who brings strong Personal Lines insurance knowledge, analytical skills, and a passion for improving how work gets done. You’ll work closely with Digital Sales advisors and leaders across multiple provinces, supporting file quality, reporting, systems, advisor training, and operational improvements.

Expected Compensation: The expected salary range for this role is $45,600 - $57,000, based on a 35-hour work week. Your rate of pay will be determined based on your individual qualifications and experience, while considering internal equity.

Westland is committed to continuous learning where employees can grow their potential and write the stories of their careers. Financial assistance is available for approved work-related training and development courses leading to certification, and programs that offer professional development, including seminars and conferences.

Discover what’s possible, with Westland.

The Westland story is all about growth, and that means plenty of possibility for everyone on our team. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. As we continue to open new doors, we’re inviting amazing people like you to join us.

As a Digital Sales Operations Specialist, you’ll use your strong administrative, analytical, and technical skills to help keep Digital Sales operations running smoothly. You’ll support advisors and leadership, maintain accurate client and policy information, monitor file quality, prepare business reporting, and improve the processes and digital tools that enable the team to deliver an efficient sales experience.

Interested in learning more?

Why you'll love Westland:

• An open, flexible and welcoming workplace
• Plenty of opportunities to grow and learn
• Autonomy to drive your own success
• Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds
• A total rewards program that takes care of your financial, physical, and mental health
• Flexible paid Values Days to celebrate days important to you
• Paid Volunteer Days for employees as part of Amplifying Communities, a program to support causes that matter most to our employees and clients

Why we’ll love You:

• You bring 3–5 years of experience in Personal Lines insurance, insurance operations, sales support, administration, or coordination, ideally within a brokerage or high-volume sales environment
• You have a strong understanding of Personal Lines insurance processes, policy documentation, new business workflows, file quality requirements, compliance, and sales administration
• You’re highly organized and detail-oriented, with the ability to manage multiple priorities and meet deadlines in a fast-paced environment
• You have experience reviewing client and policy files, identifying documentation gaps, and ensuring information is complete and accurate
• You’re comfortable working with brokerage management systems and digital sales platforms such as Acturis, Salesforce, Genesys, or similar tools
• You bring strong analytical and problem-solving skills, with the ability to work with data, prepare accurate reports, identify trends, and support informed decision‑making.
• You’re a strong communicator and collaborator who can build effective working relationships with advisors, leaders, and cross‑functional partners across multiple provinces
• BONUS: You have post‑secondary education in Business Administration, Insurance, or a related field and/or hold an insurance licence or are willing to obtain one

Once here, you’ll:

• Provide day‑to‑day administrative and operational support to the Personal Lines Digital Sales team
• Review client and policy files for accuracy, completeness, and documentation quality, identifying missing information, discrepancies, and required corrections
• Conduct file audits and quality control reviews to support company standards, documentation requirements, and regulatory compliance
• Support new business processing, advisor training, ongoing education, and operational reporting
• Coordinate incoming Digital Sales requests and inquiries, ensuring items are prioritized, directed, tracked, and followed through to completion
• Serve as a key resource for Digital Sales systems, tools, and operational processes, including troubleshooting, testing, training, and supporting system adoption
• Support Digital Sales projects and process improvements, including the development and maintenance of procedures, workflows, reference materials, and operational documentation
• Collaborate with advisors and internal stakeholders, monitor outstanding items, and identify recurring documentation or workflow issues to improve efficiency and the client experience

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