Insurance Broker (81710)

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

Job summary

Join a leading insurance provider as an Insurance Broker, where you'll play a vital role in meeting sales targets while building lasting relationships with customers. In this full-time position, you'll manage your own book of business, assist clients with their insurance needs, and work collaboratively with a dedicated team. The company values professional development and offers comprehensive training, making it an excellent opportunity for those looking to grow in the insurance industry. With a strong commitment to community and employee wellness, this role promises a fulfilling career path in a supportive environment.

Benefits

3 weeks’ vacation

14 wellness days

Company matching investment programs

100% employer-paid group benefits

Health care spending account

Qualifications

• No prior experience required; training provided for unlicensed candidates.
• Strong customer service experience is a plus.

Responsibilities

• Manage your own book of business and build strong customer relationships.
• Assist customers with insurance requests and policy changes.

Skills

Customer Service

Communication Skills

Sales Skills

Problem Solving

Education

RIBO / General Level 1 Insurance License

Tools

EPIC

Multiple Computer Programs

Job description

Truthfulness | Fairness | Value | Loyalty

As one of Canada's largest insurance providers, Western has more than 180+ 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.

Insurance Broker

As an Insurance Broker you are responsible for meeting sales targets through quotes and by referring new business. Every day you will build lasting relationships with your customers, helping to protect what matters most to them.

Here is what a typical day looks like

• Manage your own book of business: Oversee the renewal process and build strong relationships with our customers.
• Assist customers daily: Handle requests for Certificates of Insurance and other policy changes promptly and efficiently.
• Resolve outstanding activities: Follow up on all client accounts to address any billing discrepancies and ensure customer satisfaction.
• Cross-sell and upsell: Identify opportunities to round out accounts by offering additional products and services.
• Ask for referrals: Encourage clients to refer new business to help expand our customer base.
• Sales Targets: While this is primarily a service role, there will be some new business expectations
• Customer Education: Educate clients on the benefits of various insurance products to help them make informed decisions.
• Team Collaboration: Work closely with other team members to share insights and strategies for improving customer service and sales performance.
• Professional Development: Participate in ongoing training and development to stay updated on industry trends and best practices.

The value you bring

• You do not need experience, if unlicensed, we would provide applicable training for the right candidate
• RIBO / General Level 1 Insurance License an asset
• Proficient in navigating multiple computer programs
• You must be able to communicate professionally in-person, over the phone, and through email
• Prior experience providing excellent Customer Service is a strong asset
• Working experience in EPIC an asset

Hours: Full Time, Permanent - 40 hours/week

Location: Bolton, ON

Salary Range: $51,000 -$70,000

Requisition #:81710

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, please reach out to us .

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 Western Financial Group Communities Foundation.