Insurance Advisor: Path to Account Executive

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

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.