Insurance Advisor (79522)

Western Financial Group; Taber; On-site; CAD 40,000 - 80,000; Full time

Job summary

Join a forward-thinking company as an Insurance Broker, where you will be part of a high-performing team dedicated to providing clients with the coverage they need. In this role, you will build lasting relationships, meet sales targets, and engage in continuous learning. Your day-to-day tasks will include creating policy documents, onboarding clients, and collaborating with sales and underwriting teams. This is an exciting opportunity to contribute to a recognized leader in the insurance industry, committed to exceeding customer expectations and fostering a supportive work environment.

Qualifications

• Experience achieving sales targets individually and as a team.
• Strong sales and communication skills are essential.

Responsibilities

• Create policy documents and onboard new clients.
• Partner with sales team and underwriting department on submissions.

Skills

Sales Skills

Communication Skills

Client Relationship Management

Product Knowledge

Education

General Level 1 Insurance License

Tools

EPIC

Customer Portal Tools

Job description

We are one of Canada’s Top Employers, Join Us

Looking to work with a high performing team to provide our clients the coverage they need by building strong business relationships and delivering excellent service?

Insurance Broker - Commercial

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

• Create policy documents, new business packages, loss payable certificates, and invoices
• Onboard new clients by providing tutorials for customer portal tools
• Support client transition from the sales team to the service team
• Partner with sales team and underwriting department on new business submissions
• Follow up on client accounts to support resolving outstanding activities
• Continuous learning through product knowledge
• Participate in ongoing process improvements to support business needs
• Provide weekly reports including internal metrics, accounts receivable tracking, and more

The value you bring

• Experience achieving sales targets individually and as a team
• Well versed in navigating multiple computer programs at once
• General Level 1 Insurance License an asset
• Preferred understanding of policy wordings/coverages
• Strong sales and communication skills
• Working experience in EPIC an asset

Hours: Full Time – 37.5 hours/week

Requisition #: 79522

Our people make us who we are and we’re thankful to have been recognized as a Top Employer across Canada! We are looking for great people who share our values and want to share their unique skills with us. Western is on a mission to exceed customer expectations, and that starts with our people. Would you like to be part of our story?

As one of Canada's top insurance brokers, Western creates security and has provided customized insurance solutions to over 1 million Canadians. For over a century, we've secured our neighbours' future by staying true to our Guiding Principles of Truthfulness, Fairness, Value, and Loyalty.

Note: Please review the internal applicant policy on WestConnect

About the company

This is the authority account for Western Financial Group Corporate Head Office and Insurance Brokerage Network. We are located in 116 communities across Western Canada.