Insurance Advisor (81922)

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

Job summary

A leading Canadian insurance provider is seeking a Contact Center Insurance Advisor. In this role, you'll manage call queues, address customer inquiries, and optimize sales opportunities. Ideal candidates should possess a Level 2 General Insurance License and have 2-3 years in a sales or customer service role. The position offers full-time hours with a salary range of $50,000 - $70,000.

Benefits

3 weeks’ vacation

14 wellness days

Company matching investment and savings programs

100% employer-paid group benefits

Qualifications

• Experience in a sales or customer service role is required.
• Passion for exemplary customer service.
• Previous insurance or call center experience is an asset.

Responsibilities

• Manage incoming call queues and maintain low wait times.
• Optimize sales opportunities while prioritizing customers’ needs.
• Access information quickly to complete customers’ transactions.

Skills

Customer service

Sales strategy

Communication

Rapport building

Education

Level 2 General Insurance License

2-3 years in sales or customer service

Job description

Overview

Truthfulness | Fairness | Value | Loyalty

As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can live confidently.

CONTACT CENTER - INSURANCE ADVISOR

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

Responsibilities

• 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 appropriate Licensing

Hours: Full Time – 37.5 hours/week

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

Salary Range: $50,000 - $70,000

Requisition: 81922

What if I don’t meet every requirement?

If you’re excited about the role but your experience doesn’t check every box – we still encourage you to apply. You may be the right person for this role – or we might have another that suits you even better!

At Western, we are dedicated to building a diverse, inclusive, and authentic workplace in the communities we work and live in. If you have questions or require accommodation, please reach out to us.

Health and Wellness

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 wellness days, company matching investment and savings programs, and 100% employer-paid group benefits, including a health care spending account.

For over 20 years, supporting our local communities has been a part of everything we do – it’s engrained in our culture though the Western Financial Group Communities Foundation.