Insurance Broker (79642)

Western Financial Group; Brandon; On-site; CAD 50,000 - 80,000; Full time

Job summary

Join a leading insurance brokerage that prioritizes customer satisfaction and employee well-being. This role as a Financial Services Insurance Broker involves managing client accounts, supporting Account Executives, and ensuring accurate processing of documentation. With a commitment to excellence, you will help build strong business relationships while enjoying a competitive compensation package that includes generous vacation time and comprehensive benefits. This is your chance to be part of a dynamic team dedicated to exceeding client expectations and making a positive impact in the insurance industry.

Benefits

3 weeks vacation

14 paid wellness days

Company matching investment and savings programs

100% employer-paid group benefits

Health care spending account

Qualifications

• 3+ years of insurance experience with account management.
• Strong customer service skills and attention to detail.

Responsibilities

• Support Account Executives with applications and client management.
• Answer client queries and communicate with insurance companies.

Skills

Customer Service Skills

Attention to Detail

Decision-Making Skills

Sales Skills

Communication Skills

Education

Life Insurance License – LLQP

Job description

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

Looking to work with a high performing team to provide our clients the coverage they need by building strong business relationships and delivering excellent service?

As a Financial Services Insurance Broker, you are responsible for providing account and Account Executive support by managing renewals and servicing clients on a senior level to support questions, ongoing issues and daily business operations for high producing Account Executives and Books of Business.

Here is what a typical day looks like:

• Support high producing Account Executives by completing the application and underwriting process, and maintaining continual sales growth and client retention.
• Support timely re-quoting and re-marketing as required by the Account Executive and client needs prior to renewal date.
• Act as Subject Matter Expert to ensure accuracy in applications, accounts, and policies and mitigate risk of Errors & Omissions.
• Answer existing client queries and communicate with insurance companies and underwriters.
• Develop and continually improve skills in sales and product competencies to best support both Account Executives and customers.
• Provide accurate and timely processing of customer documentation, queries, carrier communications, and file follow ups.
• Facilitate post-sale administrative revisions to policy documents.

The value you bring:

• 3+ years insurance experience with account management.
• Excellent attention to detail and strong customer service skills.
• Excellent decision-making skills and strong product knowledge.
• Results focused prioritizing sales team support.
• Excellent verbal and written communication skills.
• Life Insurance License – LLQP required to obtain within 90 days.

Hours: Full Time – 37.5 hours/week

Location: Brandon, MB

Requisition #: 79642

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.