Insurance Advisor

Western Financial Group; Brooks; On-site; CAD 55,000 - 75,000; Full time

Job summary

A leading insurance broker in Canada seeks a Commercial Insurance Advisor in Brooks to deliver tailored solutions and manage client relationships. The role involves handling policy servicing, risk assessments, and supporting business development with a focus on client satisfaction and operational excellence. Candidates should possess a Level 1 Insurance License and excellent organizational skills, alongside a commitment to serving clients effectively.

Benefits

3 weeks' vacation

14 wellness days

Company matching investment and savings programs

100% employer-paid group benefits

Qualifications

• General Level 1 Insurance License (Level 2 or 3 preferred).
• Strong understanding of commercial insurance products and markets.
• Proactive, service-oriented approach.

Responsibilities

• Deliver tailored commercial insurance solutions to clients.
• Manage policy renewals and ensure client satisfaction.
• Build and maintain strong client relationships.

Skills

Client-Focused Mindset

Detail-Oriented

Tech Proficiency

Collaborative Spirit

Education

General Level 1 Insurance License

Tools

EPIC

Job description

Truthfulness | Fairness | Value | Loyalty

At Western Financial Group, we take pride in being one of Canada's largest insurance brokers. Our strength lies in our incredible team of over 2,200 dedicated professionals, spread across 180+ locations nationwide. Together, we create a supportive and collaborative environment that has earned us the recognition of one of Forbes Canada’s Best Employers.

Discover a workplace where your well-being is a priority, and your contributions make a real difference. With competitive benefits, a strong community focus, and a commitment to work-life balance, Western is not just a place to work, it's a place to thrive!

Join our team and experience the Western difference – where caring for our customers, communities and team members is our passion!

Commercial Insurance Advisor – Brooks (Hybrid)

What Your Day Might Look Like

• Client Advisory & Support: Deliver tailored commercial insurance solutions to small and mid-sized business clients across various industries via phone, email, and in-person consultations.
• Policy Servicing & Stewardship: Manage policy renewals, endorsements, and certificates of insurance with accuracy and efficiency, ensuring compliance and client satisfaction.
• Risk Assessment & Coverage Optimization: Collaborate with underwriters and account executives to assess client risk profiles and recommend appropriate coverage enhancements.
• Client Relationship Management: Build and maintain strong, trust-based relationships with commercial clients, acting as a reliable point of contact for ongoing service and support.
• Operational Excellence: Support producers and senior advisors with quoting, documentation, and administrative tasks using systems such as EPIC and insurer portals.
• Business Development Support: Assist in preparing proposals, presentations, and renewal strategies to help grow and retain commercial accounts.
  
  

What You Bring To The Table

• Licensing & Knowledge: General Level 1 Insurance License (Level 2 or 3 preferred); strong understanding of commercial insurance products and markets.
• Client-Focused Mindset: A proactive, service-oriented approach with a passion for helping businesses protect their assets and operations.
• Detail-Oriented & Organized: Proven ability to manage multiple priorities, maintain accurate records, and follow through on client needs.
• Tech Proficiency: Comfortable navigating multiple systems and tools; experience with EPIC and insurer portals is a strong asset.
• Team Player: Collaborative spirit with the ability to support producers, underwriters, and other internal stakeholders effectively.
  
  

Hours: 35 hours per week

Location: Brooks, AB (Hybrid)

Requisition: 81888

Compensation Range: $55,000 - $75,000

At Western, we prioritize the well-being of our employees and are committed to fostering an inclusive environment that values diversity within our communities. We strive to create a workplace that is accessible, equitable, and supportive, ensuring that all team members feel valued and can thrive in their roles. As an equal opportunity employer, we welcome applicants from all backgrounds, and we encourage individuals to apply even if their experience does not fully meet all the criteria listed.

If you need assistance or have questions about requesting reasonable accommodation, please feel free to reach out to us at any time during the hiring process by contacting our Talent Acquisition team at [e-mail] or reviewing Careers Page on our website.

We value our employees and offer programs that enhance their lives. Eligible employees receive 3 weeks' vacation, 14 wellness days, company matching investment and savings programs, and 100% employer-paid group benefits.

For over 20 years, community support has been integral to our culture through the Western Financial Group Communities Foundation.