Financial Services Specialist - Life Insurance

Western Coast Insurance Services; British Columbia; Hybrid; CAD 50,000 - 69,000; Full time

Job summary

A leading insurance provider in Canada is seeking a Financial Specialist to support Account Executives in business development and client service. This remote role requires strong customer support and sales experience, along with a Life & A&S License. The position offers a competitive salary and benefits, including vacation and wellness days.

Benefits

3 weeks’ vacation

14 wellness days

100% employer-paid group benefits

Health care spending account

Qualifications

• 2+ years of customer support and sales experience required.
• Prior experience in the Insurance Industry is an asset.

Responsibilities

• Partnering with Account Executives for business development.
• Facilitating training and support for new Financial Services Account Executives.
• Managing service requests by Account Executives and clients.

Skills

Customer Support

Sales

Attention to Detail

Problem Solving

Education

Life & A&S 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.

The Financial Services department provides full cycle service to support the Business sales representatives in order to successfully place Life and A&S business.

Here is what a typical day looks like

• Partnering with Account Executives in supporting business development through the mining of current BOBs to identify conversion and re-write opportunities including review calls with clients
• Facilitating weekly calls with new Financial Services Account Executives to provide training and support on insurance company products, and compliance on company and Carrier processes
• Managing and responding to service requests by Account Executives and clients within timeframe and according to company policies and procedures
• Liaising with Compliance team on changes to industry requirements from CLHIA, Insurance Councils and insurance companies
• Participating in all annual / bi-annual client review calls
• Initiating assignment and changes of all Financial Services Account Executives with contracts and transfers of business via Agents of Record
• Aiding in BOB clean-up and supporting special projects

The value you bring

• 2+ years of customer support and sales experience required
• Life & A&S License Required
• Prior experience in the Insurance Industry is an asset
• Strong attention to detail and problem-solving skills

Hours : Full Time - 37.5 hours / week

Location : Remote - BC

Salary Range : $50,000 - 69,000

Requisition # : 81067

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, .

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 the

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Financial Specialist • Remote, British Columbia, Canada