Insurance Advisor (82394)

Western Financial Group; Medicine Hat; On-site; CAD 51,000 - 75,000; Full time

Job summary

A leading insurance brokerage in Medicine Hat is seeking an Insurance Advisor to join their team. This role focuses on customer service and will support future growth into an Account Executive position. Responsibilities include working closely with clients to manage accounts, maintaining compliance, and achieving sales targets. The ideal candidate will bring prior insurance experience, effective communication skills, and a passion for learning. Join a supportive environment committed to employee well-being and community involvement.

Benefits

3 weeks' vacation

14 wellness days

Employer-paid group benefits

Matching investment and savings programs

Qualifications

• Prior insurance experience required, preferably in Commercial Lines.
• A passion for learning and growing into a client-facing role.
• Strong communication skills across various formats.

Responsibilities

• Work with an Account Executive and their team daily.
• Follow up on client accounts and resolve outstanding activities.
• Assist with administration of the commercial book of business.

Skills

Customer focus

Strong communication

Ability to navigate software

Team-target achievement

Education

General Level 1 Insurance License

General Level 2 Insurance License

Tools

EPIC Software

Job description

Truthfulness | Fairness | Value | Loyalty

At Western Financial Group, we take pride in being one of Canada's largest insurance brokers. Our strength lies in our incredible team of over 2,200 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 Canada’s 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, it's a place to thrive!

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

Insurance Advisor – Medicine Hat

Are you looking for a role that builds a strong foundation in insurance and sets you up for future success as an Account Executive? We’re seeking an ambitious and customer-focused Insurance Advisor who wants to start in a service role on a successful team, grow into managing client accounts, and driving business development.

Here is what a typical day looks like

• Work with a seasoned Account Executive and their current team on a daily basis.
• Follow up on 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.
• Build and maintain strong customer relationships while helping to meet insurance sales targets.
• Conduct proactive account touchpoints and timely renewal calls for existing clients.
• Learn the fundamentals of account management and client retention strategies.

The value you bring

• A passion for learning and growing into a future client-facing Account Executive role.
• Prior insurance experience required—preferred in Commercial Lines.
• General Level 1 License Required.
• General Level 2 Insurance License is an asset (or willingness to obtain in next 3 months).
• Strong communication skills—professional, clear, and confident across phone, email, and in-person interactions.
• Ability to navigate multiple computer programs; EPIC experience required.
• Previous experience achieving team targets in a similar or comparable role is an advantage.

Hours: Full-time 37.5 hours per week

Location: Medicine Hat, Alberta

Compensation Range: $51,000 - $75,000

Requisition #: 82394

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 [e-mail] 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.