Digital Service Advisor

Westland Insurance Group; Canada; Remote; CAD 46,000 - 57,000; Full time

Benefits offered by this job

Flexible Values Days

Paid Volunteer Days

Remote work flexibility

Job summary

Westland Insurance Group is seeking a Personal Lines Digital Service Advisor, fully remote for candidates in Ontario. The role requires a RIBO license and at least two years of personal lines brokerage experience, with strong insurance product knowledge and a focus on client service.

The company highlights growth, flexibility and a comprehensive rewards program, including Volunteer Days. Expect a compensation range of $45,600–$57,000 CAD per year for a 37.5-hour workweek, with salary dependent

Qualifications

• RIBO license mandatory.
• Minimum 2-year brokerage-based personal insurance experience.
• Post-secondary diploma or degree would be considered an asset.
• Strong knowledge of personal lines insurance products and coverages.
• Commitment to professional development including CAIB or CIP designation.
• Ability to work on a rotating schedule – no weekends.

Responsibilities

• Communicate with prospects and clients to determine and provide the best possible coverage, protection and customer service.
• Build and maintain strong client relationships through proactive contact via email and phone.
• Develop new business opportunities by binding new policies, securing expiry dates and cross and up-selling personal insurance products.
• Support clients in the claims process.
• Manage and review policy renewals in a timely basis to maintain high levels of client retention.
• Collaborate with coworkers and managers to develop positive and effective office procedures.
• Perform all other tasks as prescribed by management to ensure the best customer service for prospects and clients.

Skills

RIBO license

Personal lines insurance

Client service

Education

Post-secondary diploma or degree

Job description

We’re searching for aPersonal Lines Digital Service Advisor. Are you a RIBO licensed broker with at least two years’ broker experience searching for new possibilities?

Westland Express Insurance Services Limited has a newopportunity fora Personal Lines Digital Service Advisor. This position is fully remote and open to candidates within Ontario.

Westland Express is a part of Westland Insurance Group Ltd., a national, privately owned insurance brokerage with locations across Canada, based out of South Surrey, British Columbia.Our national ZipTenant program is Canada’s most recommended tenant insurance program that can be purchased completely online using a computer, tablet or mobile device.

Expected Compensation: The expected hiring range for this role is$45,600 to $57,000 based on a 37.5-hour workweek. Actualoffered salarywill depend on the successful candidate’s qualifications and experience, as well as market conditions for the role and internal equity.

Reason forVacancy: This posting is to fill a current vacancy on our team.

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 Personal Lines Digital Service Advisor with Westland Express, you’ll bring together strong technical skills and insurance knowledge to support the team and our clients in assessing and fulfilling their insurance needs. You are essential in helping achieve the goals of the company and partner organizations. You demonstrate confidence in problem-solving and underwriting while continuously expanding your knowledge. You’re proactive in taking on more responsibilities while developing your skills to work independently.

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:

• RIBO license mandatory
• Minimum 2-year brokerage based personal insurance experience
• Post-secondary diploma or degree would be considered an asset
• Strong knowledge of personal lines insurance products and coverages
• Commitment to professional development including obtaining CAIB or CIP designation
• Ability to work on a rotating schedule – no weekends

Once here, you'll:

• Communicate with prospects and clients to determine and provide the best possible coverage, protection and customer service
• Build and maintain strong client relationships through proactive contact via email and phone
• Develop new business opportunities by binding new policies, securing expiry dates and cross and up-selling personal insurance products
• Support clients in the claims process
• Manage and review policy renewals in a timely basis in order to maintain high levels of client retention
• Collaborate with co-workers and managers to develop positive and effective office procedures
• Perform all other tasks as prescribed by management to ensure the best customer service for prospects and clients

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