Insurance Advisor (79640)

Western Financial Group; Drumheller; On-site; CAD 45,000 - 75,000; Full time

Job summary

Join a forward-thinking company as an Insurance Broker in Drumheller, where you'll be part of a high-performing team dedicated to providing exceptional service. In this role, you'll assist clients with their insurance needs, generate leads, and build lasting relationships. With a focus on exceeding customer expectations, you'll have the opportunity to thrive in a supportive environment that values your skills and contributions. Enjoy a competitive compensation package, including generous vacation and wellness days, while making a meaningful impact in the lives of clients across Canada. If you're passionate about sales and customer service, this is the perfect opportunity for you!

Benefits

3 weeks vacation

14 paid wellness days

Company matching investment programs

100% employer-paid group benefits

Health care spending account

Qualifications

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

Responsibilities

• Assist customers with insurance needs via phone, in person, and email.
• Provide quotes and sell new policies to customers.
• Manage walk-in queries and follow up on client accounts.

Skills

Sales Skills

Communication Skills

Customer Service

Insurance Knowledge

Lead Generation

Education

General Level 1 Insurance License

Tools

EPIC

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 – Personal Lines

As an Insurance Broker you are responsible for meeting sales targets through quotes and by referring new business. Every day you will be building lasting relationships with your customers, helping to protect what matters most to them.

Here is what a typical day looks like

• Assist customers with their daily insurance needs via phone, in person and by email
• Provide quotes and sell new policies to customers
• Manage walk-in queries, sales and up-selling of products to new and existing clients
• Follow up on all client accounts to resolve outstanding activities
• Remain up to date on product knowledge and build relationships with insurance providers
• Continue self-development through industry training and other courses
• Generate leads through community involvement and events
• Knowledge of each Insurance Company’s products, endorsements, packages and payment plans
• Conduct sales calls for new business and making timely renewal calls for existing customer business

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 is an asset
• Preferred understanding of policy wordings/coverages
• Strong sales and communication skills
• Working experience in EPIC is an asset

Hours: Full Time – 37.5 hours/week - Contract role - 12 month term

Location: Drumheller, AB

Requisition #: 79640

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.

At Western we take pride in providing programs that add value to our people’s lives – after all, they are our greatest asset! Eligible employees receive a competitive compensation package consisting of 3 weeks’ vacation, 14 paid wellness days, company matching investment and savings programs, and 100% employer-paid group benefits, including a health care spending account.

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.