Insurance Advisor

Western Financial Group; Victoria; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A leading insurance brokerage is seeking an Insurance Advisor in Victoria, BC to provide exceptional customer service in a dynamic environment. The ideal candidate will have a Level 2 General Insurance License, with 2-3 years in sales or customer service. Responsibilities include managing incoming calls, ensuring low wait times, and optimizing sales opportunities. This full-time role offers a salary range of $50,000 to $70,000, along with comprehensive benefits.

Benefits

3 weeks vacation

14 wellness days

100% employer-paid group benefits

Qualifications

• 2-3 years in a sales or customer service role.
• Professional experience building rapport with customers over the phone and through email.
• Previous Insurance or Call Centre experience is an asset.

Responsibilities

• Manage incoming call queues and maintain low wait times.
• Answer customer inquiries striving for one touch resolution.
• Optimize sales opportunities in each call.

Skills

Customer Service

Sales Experience

Time Management

Direct Sales

Quality Assurance

Education

Level 2 General Insurance License

Job description

Overview

Truthfulness Fairness Value Loyalty

At Western Financial Group we take pride in being one of Canadas largest insurance brokers. Our strength lies in our incredible team of over 2200 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 Canadas 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 its a place to thrive!

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

Contact Center - Insurance Advisor

Our Insurance Advisors are responsible for proactively meeting customers needs in a high volume this ever-changing environment we are looking for team members who are passionate about customer service that like to have fun and celebrate their successes together.

What a typical day looks like

• 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 required
• 2-3 years in a sales or customer service role demonstrated passion for exemplary customer service
• Professional experience building rapport with customers over the phone and through email
• Previous Insurance or Call Centre experience is an asset

Location: Victoria BC or Remote in BC with eligible Licensing

Hours

Hours : Full Time 37.5 hours / week

• Mon-Friday 7am-7pm PST
• Saturdays 9am-5pm PST

Salary Range : $50000 - $70000

Requisition : 81922

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 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.

Required Experience :

Unclear Seniority

Key Skills

Estate Law,Sales Experience,Direct Sales,Time Management,Trusts,Quality Assurance,Customer Service,Swift,Training & Development,Insurance Sales,Medicare,Wills

Employment Type : Advisor

Experience : years

Vacancy : 1

Monthly Salary : 50000 - 70000