Insurance Sales Producer

Western Coast Insurance Services; Kelowna; Hybrid; CAD 30,000 - 60,000; Full time

Job summary

A leading insurance provider in Kelowna is seeking an Insurance Sales Producer to ensure customers have the proper coverage. You will build a book of business through prospecting and networking. Strong customer service skills and a General Insurance Level 2 License are required. This position offers a hybrid work opportunity and a commission-based compensation structure with additional benefits.

Benefits

3 weeks’ vacation

14 wellness days

100% employer-paid group benefits

Guaranteed Minimum Income

Qualifications

• Experience managing a book of business or relatable work experience.
• Ability to communicate professionally in person, over the phone, and through email.
• Passionate about helping people, self-driven, and determined to succeed.

Responsibilities

• Support new and existing customers by offering recommendations for products and services.
• Promote retention of existing customers by building relationships and providing quality service.
• Quote new business through outbound calls and walk-in clients.

Skills

Customer service excellence

Strong problem-solving skills

Effective communication

Education

General Insurance Level 2 License

Job description

Overview

Truthfulness | Fairness | Value | Loyalty

As one of Canada's largest insurance providers, 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 Sales Producer

As an Insurance Sales Producer with Western Financial Group, you will use your insurance expertise to ensure customers have the coverage they need. You will be required to build a book of business through prospecting clients, market research, and networking. This is a hybrid work opportunity.

Responsibilities

• 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
• Prospect and up-sell to clients on all lines of business sold
• Liaise between client and external insurance partners to ensure fair and proper representation for both parties
• Continuous self-development, through industry and community involvement, and industry related courses

Qualifications

• General Insurance Level 2 License required
• Experience providing excellent customer service
• Must be able to communicate professionally in person, over the phone, and through email
• Experience managing a book of business or relatable work experience
• A desire to learn new systems and processes
• Strong problem-solving skills and the ability to adapt to different work environments
• Passionate about helping people, self-driven, and determined to succeed

Hours : Full-time / 37.5 hour / week

Location : Kelowna, BC

Compensation : This is a fully commissioned role with 50% New Business Commission & 30% Renewal Commission and a Guaranteed Minimum Income component

Requisition # : 82178

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,.

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 though the.