Insurance Advisor (82440)

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

Job summary

A leading insurance broker is seeking an Insurance Advisor in Winnipeg, Manitoba. In this full-time role, you will manage a national book of small business accounts, provide exceptional customer service, and contribute to business growth through sales. Ideal candidates should possess a General Insurance Level 1 License and strong sales skills. The company offers competitive benefits including 3 weeks' vacation, wellness days, and support for employee well-being.

Benefits

3 weeks' vacation

14 wellness days

100% employer-paid group benefits

Qualifications

• Strong sales and communication skills.
• General Insurance Level 1 License required.
• Experience achieving sales targets.

Responsibilities

• Manage a national book of small business accounts.
• Conduct sales calls and up-sell products.
• Assist with the administration of the commercial book of business.

Skills

Strong sales and communication skills

Navigating multiple computer programs

Achieving sales targets

Education

General Insurance Level 1 License

Commercial Lines experience

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

In this role, you will be part of a team of Commercial Insurance Advisors managing a national book of small business accounts. You will report to the Municipalities Program Manager and have the opportunity to offer this new and dynamic service for our clients under a specified premium threshold.

Here is what a typical day looks like

• 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

The value you bring

• 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 as once
• Involvement in industry related associations and your community
• Preferred understanding of policy wordings/coverage’s
• Strong sales and communication skills

Hours: Full Time – 37.5 hours/week

Location: Winnipeg, MB

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

Requisition #: 82440

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.