Insurance Sales Producer (81579)

Western Financial Group; Nanaimo; Hybrid; CAD 45,000 - 75,000; Full time

Job summary

An established industry player seeks a motivated Insurance Sales Producer to join their dynamic team. In this hybrid role, you will leverage your insurance expertise to provide tailored coverage solutions for clients while building strong relationships and a robust book of business. Your day-to-day will involve navigating online portals, quoting new business, and ensuring excellent customer service. With a commitment to personal growth and community involvement, this opportunity offers a competitive compensation package, including guaranteed income and commission, along with generous vacation and wellness benefits. If you are passionate about helping people and thrive in a collaborative environment, this role is perfect for you.

Benefits

3 weeks’ vacation

14 wellness days

Company matching investment and savings programs

100% employer-paid group benefits

Health care spending account

Qualifications

• Must have a General Insurance Level 2 License.
• Experience in customer service and managing a book of business is essential.

Responsibilities

• Support customers with insurance recommendations and service.
• Build a book of business through prospecting and networking.
• Communicate with Underwriters to meet guidelines.

Skills

Customer Service

Problem-Solving

Communication

Networking

Prospecting

Education

General Insurance Level 2 License

Tools

Insurance Partner Online Portals

Job description

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.

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
• 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

The value you bring

• 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: Guaranteed Income + Commission, 50% on New Business, 30% on Renewals

Requisition #: 81579

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.