Insurance Advisor (82220)

Western Financial Group; Winnipeg; On-site; CAD 46,000 - 60,000; Full time

Job summary

A major insurance provider located in Winnipeg seeks an experienced insurance professional. Responsibilities include managing client accounts, building relationships with providers, and achieving sales goals. Candidates should have a General Insurance Level 1 License and prior experience in commercial lines. This full-time role offers a competitive salary ranging from $46,000 to $60,000 and includes comprehensive benefits.

Benefits

3 weeks’ vacation

14 wellness days

Employer-matching investment programs

100% employer-paid group benefits

Qualifications

• Experience in commercial lines insurance required.
• Knowledge of policy wordings and coverage is preferred.
• Involvement in industry-related associations and community.

Responsibilities

• Resolve outstanding activities on client accounts.
• Build relationships with insurance providers.
• Conduct sales calls and upsell products.

Skills

Sales and communication skills

Navigating multiple computer programs

Achieving sales targets

Education

General Insurance Level 1 License

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.

Responsibilities

• Follow up on all client accounts to resolve outstanding activities
• Remain up to date on product knowledge and build relationships with insurance providers
• Review client data entries, invoicing and coverage selection for compliance
• Complete certificate issuance for new business and renewal clients
• Process changes to insurance policies and endorsements
• Assist with the administration of the commercial book of business accurately and efficiently
• Conduct sales calls and up-sell products to new and existing clients to contribute to the growth of the business
• Continue self-development through industry and community involvement, training and other courses

Qualifications

• General Insurance Level 1 License and Commercial Lines experience required
• Experience achieving sales targets individually and as a team
• Well versed in navigating multiple computer programs at once
• Involvement in industry related associations and your community
• Preferred understanding of policy wordings/coverage
• Strong sales and communication skills

Hours: Full Time – 37.5 hours/week

Location: Winnipeg, MB

Salary Range: $46,000 - $60,000

Requisition #: 82220

Application guidance

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 through the Western Financial Group Communities Foundation.