Insurance Advisor

Western Financial Group; Alberta; Híbrido; CAD 51.000 - 60.000; Tempo integral

Benefícios oferecidos por esta vaga

14 Paid Wellness Days

3 weeks vacation

Company matching savings programs

100% employer paid group benefits

Resumo da vaga

Western Financial Group is hiring a Digital Service Insurance Advisor for a remote position serving Alberta. You will manage a personal lines book, prioritize retention and exceptional service, and handle policy changes, renewals, and customer inquiries.

The role emphasizes strong phone etiquette, data retrieval, and seizing sales opportunities during calls. A Level 2 General Insurance License (RIBO a plus) and 2–3 years in sales or customer service are preferred.

Qualificações

• Level 2 General Insurance License; RIBO an asset
• 2-3 years in sales or customer service
• Excellent phone etiquette and ability to build rapport with customers

Responsabilidades

• Process changes to policies and endorsements
• Manage incoming call queues and maintain low wait times
• Answer inquiries with one-touch resolution
• Identify sales opportunities during calls while prioritizing customer needs
• Access online databases to complete transactions
• Make outbound calls for policy renewals and reviews
• Adapt sales approach based on customer priorities

Conhecimentos

Insurance License

RIBO Asset

Sales Experience

Phone Etiquette

Data Retrieval

Descrição da vaga

Career Opportunities: Insurance Advisor (83407)

Proudly Canadian. Driven by Purpose. Rooted in Care.

Join a national team where people, purpose, and community come first. Western Financial Group was named a 2025 Top Insurance Employer by Insurance Business Canada and is home to more than 2,300 team members supporting over one million customers across 200+ locations across Canada

Digital Service Insurance Advisor

Our Insurance Advisors are responsible for servicing a large personal lines book of business. This is a remote, work from home position that prioritizes retention and excellent customer service.

Here is what a typical day looks like

• Processing changes to insurance policies and endorsements according to policy and procedure
• Manage incoming call queues and maintain low wait times
• Answer customer inquiries, striving for one touch resolution for the customers
• Optimize sales opportunities in each call, while prioritizing customers' needs
• Quickly access information from online databases to complete customers transactions
• Make outbound calls for customer policy renewals and account reviews
• Adapt your sales strategy based on the nature of your call, and customers priorities

The value you bring

• Level 2 General Insurance License; RIBO an asset
• 2-3 years in asales or customer service role, previous Insurance or Call Centre experience an asset
• Excellent phone etiquette and professional experience building rapport with customers
• Adept in retrieving customer data efficiently

Hours: Full Time, Permanent - 37.5 hours/week

Location: Remote - Alberta

Current Vacancy: Yes

Salary Range: $51,000 - $60,000

Requisition #: 83407

Why Western?

Western's people-first culture, grounded in our guiding principles of Truthfulness, Fairness, Value, and Loyalty, is recognized across Canada and strengthened by our commitment to wellness, flexibility, and meaningful community impact.

Highlights include:

• 14 Paid Wellness Days, 3 weeks' vacation, company matching savings programs, and 100% employer paid group benefits for eligible employees

Our Commitment to Inclusion:

At Western, we strive to create an accessible, equitable, and inclusive workplace where everyone feels valued and can thrive. As an equal opportunity employer, we encourage applicants of all backgrounds to apply, even if your experience doesn’t perfectly match every qualification. If you need assistance or an accommodation during the hiring process, please contact [e-mail] or visit our Careers page.

Our Human First Hiring Approach:

We do not use artificial intelligence to screen, assess, or select applicants. All applications are personally reviewed by Western's Talent Acquisition Consultants. As part of our hiring process, we use standardized, scientifically validated skills assessments (nonAI), and all results are reviewed by our hiring team.

Ready to Apply?

If making a meaningful impact in your community and growing your career in a supportive, purpose-driven environment excite you, we'd love to hear from you.