Insurance Broker (79604)

Western Financial Group; Houston; On-site; CAD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a motivated Insurance Advisor to join their team in Houston, BC. In this pivotal role, you will be the first point of contact for customers, providing exceptional service and tailored insurance solutions. Your day will involve supporting clients, quoting new business, and maintaining relationships with insurance partners. This forward-thinking company values diversity and inclusion, encouraging applicants from all backgrounds. With a commitment to exceeding customer expectations, you'll be part of a mission-driven team that prioritizes truthfulness, fairness, and loyalty. Enjoy a competitive compensation package, including generous vacation and wellness days, as you embark on this rewarding career journey.

Benefits

3 weeks vacation

14 paid wellness days

Company matching investment programs

100% employer-paid group benefits

Health care spending account

Qualifications

• Experience in customer service and sales, with a focus on building relationships.
• Ability to navigate online insurance portals and communicate effectively.

Responsibilities

• Support customers with product recommendations and service inquiries.
• Quote insurance coverage for new and existing clients through various channels.

Skills

Customer Service

Sales Skills

Communication Skills

Problem Solving

Education

Level 1 General Insurance License

Tools

Web-based Platforms

Desktop Computer

Job description

We are one of Canada’s Top Employers, Join Us

Are you motivated by sales goals and incentives?

Have you consistently delivered excellent customer service and exceeded in finding solutions to their needs?

Insurance Broker

As an Insurance Advisor with Western Financial Group, you will be one of the first faces our customers see when entering a branch. You will represent us and be our advocate for providing the right coverage options to our customers. Provide great service to existing customers and quote insurance coverage.

Here is what a typical day looks like

• Support new and existing customers by offering recommendations for products and services required
• Promote retention of existing customers by building strong relationships and providing quality customer service
• Navigate multiple insurance partner online portals to complete customer applications
• Quote new business through outbound calls and walk-in clients
• Communicate with insurance company Underwriters to ensure evolving guidelines are met

The value you bring

• Experience working from a desktop computer and navigating web-based platforms
• Experience providing excellent customer service
• The ability to communicate professionally in person, over the phone, and through email
• A desire to learn our systems and processes. If you don’t know something, ask!
• Must have level 1 general insurance license or be willing to obtain

What if I don’t meet every requirement

At Western Financial Group we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about the role but your experience doesn’t check every box - apply anyways! Many people won’t apply to jobs unless they meet every single qualification, but we want to talk to you anyways, you may be just the right person for this or other roles. We look for dedicated professionals who are committed to our Guiding Principles of Truthfulness, Fairness, Value, and Loyalty.

Hours: Full Time – 37.5 hours/week

Location: Houston, BC

Requisition #: 79604

Our people make us who we are and we’re thankful to have been recognized as a Top Employer across Canada! We are looking for great people who share our values and want to share their unique skills with us. Western is on a mission to exceed customer expectations, and that starts with our people. Would you like to be part of our story?

As one of Canada's top insurance brokers, Western creates security and has provided customized insurance solutions to over 1 million Canadians. For over a century, we've secured our neighbours' future by staying true to our Guiding Principles of Truthfulness, Fairness, Value, and Loyalty.

At Western 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 paid wellness days, company matching investment and savings programs, and 100% employer-paid group benefits, including a health care spending account.

About the company

This is the authority account for Western Financial Group Corporate Head Office and Insurance Brokerage Network. We are located in 116 communities across Western Canada.