Insurance Broker (79604)

Western Financial Group; Houston; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading insurance brokerage in Canada seeks an Insurance Broker who will represent us as the first point of contact for customers. Ideal candidates have a passion for sales, excellent customer service skills, and are motivated to learn. In this full-time role based in Houston, BC, you will nurture customer relationships, navigate insurance portals, and ensure clients receive the right coverage options. Join our mission to exceed customer expectations.

Benefits

3 weeks vacation

14 paid wellness days

Company matching investment

100% employer-paid group benefits

Health care spending account

Qualifications

• Experience providing excellent customer service.
• Ability to communicate professionally in person, over the phone, and through email.
• Desire to learn systems and processes.

Responsibilities

• Support new and existing customers with product recommendations.
• Build relationships to promote retention of existing customers.
• Quote new business through calls and walk-in clients.

Skills

Customer Service

Sales

Communication

Education

Level 1 General Insurance License

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 broker, 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.

Notice

Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at [e-mail] or 407-000-0000.

Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility.

An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit & data-use details: www.talentify.io/bias-audit-report . NYC applicants may request an alternative process or accommodation at [e-mail] or 407-000-0000.