Insurance Advisor

Western Financial Group; Strathmore; On-site; CAD 51,000 - 61,000; Full time

Benefits offered by this job

14 Paid Wellness Days

3 weeks vacation

Employer‑paid group benefits

Company-matching savings program

Volunteer/community involvement

Job summary

Western Financial Group is seeking an Insurance Advisor in Strathmore, Alberta. The role focuses on delivering an exceptional customer experience while supporting day-to-day branch operations, including policy inquiries, changes, and renewals, across home and auto insurance needs.

This 12-month contract offers full-time hours, with a strong emphasis on accuracy, customer relationships, and collaboration within the team.

Qualifications

• You do not need experience; if unlicensed, training is provided for the right candidate.
• Strong attention to detail and ability to manage administrative tasks with accuracy.
• Proficient in navigating multiple computer programs and systems.
• Professional communication skills in-person, over the phone, and through email.
• A strong customer service mindset with the ability to build relationships and provide solutions.
• Experience in a customer service or administrative role is an asset.
• Working experience in EPIC is an asset.

Responsibilities

• Deliver an exceptional customer experience while supporting the day-to-day administrative operations of the branch.
• Build lasting relationships with customers, ensuring their needs are met through timely service, accurate policy support, and a commitment to protecting what matters most to them.
• Support customers with policy inquiries, changes, and updates via phone, in-person, and email.
• Assist customers with home and auto insurance needs, providing guidance and support throughout their policy lifecycle.
• Maintain accurate and up-to-date client records, ensuring all documentation and transactions are completed efficiently.
• Process policy renewals, endorsements, cancellations, and follow-ups in a timely manner.
• Provide administrative support by managing customer requests, documentation, and internal workflows.
• Follow up on client accounts to resolve outstanding items and ensure a seamless customer experience.
• Collaborate with team members to ensure service standards are met and branch operations run smoothly.
• Identify opportunities to refer customers for additional products or services based on their needs.

Skills

Customer service mindset

Professional communication

Detail orientation

Administrative tasks management

Education

General Level 1 Insurance License

Tools

EPIC

Job description

Career Opportunities: Insurance Advisor (83208)

Requisition ID83208-Posted08/28/2026-PL Insurance Sales-Strathmore-Alberta-Canada

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.

Insurance Advisor -Strathmore- 12 month contract

As an Insurance Advisor, youare responsible fordelivering an exceptional customer experience while supporting the day-to-day administrative operations of the branch. Every day you will build lasting relationships with customers, ensuring their needs are met throughtimelyservice,accuratepolicy support, and a commitment to protecting what matters most to them.

Here is what a typical day looks like

You will support customers with policy inquiries, changes, and updates via phone, in-person, and email

Every day you willassistcustomers with their home and auto insurance needs, providing guidance and support throughout their policy lifecycle

You willmaintainaccurateand up-to-date client records, ensuring all documentation and transactions are completed efficiently

Process policy renewals, endorsements, cancellations, and follow-upsin a timely manner

Provide administrative support by managing customer requests, documentation, and internal workflows

Follow up on client accounts to resolve outstanding items and ensurea seamlesscustomer experience

Collaborate with team members to ensure service standards are met and branch operations run smoothly

Identifyopportunities to refer customers foradditionalproducts or services based on their needs

The value you bring

You do not need experience; if unlicensed, we would provide applicable training for the right candidate

General Level 1 Insurance License is an asset

Strong attention to detail and ability to manage administrative tasks with accuracy

Proficient in navigating multiple computer programs and systems

Professional communication skills in-person, over the phone, and through email

A strong customer service mindset with the ability to build relationships and provide solutions

Experience ina customerservice or administrative role is an asset

Working experience in EPIC is an asset

Hours: Full-time37.5 hoursper week- 12 month contract

Location:Strathmore, Alberta

Compensation Range: $51,000 - $61,000

Requisition #: 83208

Current Vacancy: Yes

Why Western?

Western’speople‑firstculture, 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‑matchingsavings programs, and 100%employer‑paidgroup benefits for eligible employees

Over 1,500 volunteer hours supporting 160+ charities in 2024–2025 through the Western Financial Group Communities Foundation.

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 experiencedoesn’tperfectly match every qualification. If you need assistance oran accommodationduring the hiring process, please contact [e-mail] or visit our Careers page.

OurHuman‑FirstHiring 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 (non‑AI), and all results are reviewed by our hiring team.