Insurance Broker

Western Financial Group; Fredericton; On-site; CAD 45,000 - 75,000; Full time

Job summary

An established industry player is seeking a motivated Account Manager/Insurance Broker to join their dynamic team. In this full-time role, you'll engage with clients daily, providing essential insurance solutions and building lasting relationships. Your responsibilities will include assisting customers with their insurance needs, generating leads, and managing sales calls. This position offers a supportive environment that values personal development and community involvement. With a competitive compensation package, including generous vacation and wellness days, this opportunity is perfect for those eager to make a positive impact in their community while advancing their career in the insurance sector.

Benefits

3 weeks vacation

14 wellness days

Company matching investment and savings programs

100% employer-paid group benefits

Health care spending account

Qualifications

• General Insurance License is essential; prior experience is a plus.
• Strong communication and organizational skills are crucial.

Responsibilities

• Assist customers with insurance needs via phone, in person, and email.
• Provide quotes, sell new policies, and manage client accounts.

Skills

Interpersonal Skills

Communication Skills

Organizational Skills

Problem-Solving Skills

Technology Comfort

Education

General Insurance License

Prior Personal Lines Experience

Job description

Truthfulness | Fairness | Value | Loyalty

As one of Canada's largest insurance providers, Huestis in partnership with 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.

Insurance Broker

As an Account Manager/Insurance Broker, you are responsible for meeting sales targets through quotes and by referring new business. Every day you will build lasting relationships with your customers, helping protect what matters most to them.

Here Is What a Typical Day Looks Like

1. Assist customers with their daily insurance needs via phone, in person, and by email
2. Provide quotes and sell new policies to customers
3. Manage walk-in queries, sales, and up-selling of products to new and existing clients
4. Follow up on all client accounts to resolve outstanding activities
5. Remain up to date on product knowledge and build relationships with insurance providers
6. Continue self-development through industry training and other courses
7. Generate leads through community involvement and events
8. Knowledge of each Insurance Company’s products, endorsements, packages, and payment plans
9. Conduct sales calls for new business and make timely renewal calls for existing customer business

The Value You Bring

1. General Insurance License and prior personal lines experience an asset
2. Work well in a team environment
3. Great interpersonal and communication skills
4. Strong organizational skills with a high level of attention to detail and accuracy
5. Fast learner with the ability to work with minimal supervision
6. Positive and energetic attitude
7. Strong problem-solving skills and comfort with technology

Hours: Full Time, Permanent - 37.5 hours/week

Location: Fredericton-Bedford, NB - In office

Requisition #: 81677

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.