Insurance Team Lead

Western Financial Group; Toronto; On-site; CAD 55,000 - 80,000; Full time

Job summary

A large insurance provider in Canada is seeking a Team Lead for Digital Insurance Sales. The role involves mentoring a team, ensuring compliance, and enhancing customer experience. Candidates must hold a General Insurance Level 2 License and possess private auto insurance experience. This full-time remote position offers a competitive salary range and a comprehensive benefits package.

Benefits

3 weeks' vacation

14 wellness days

100% employer-paid group benefits

Qualifications

• Experience in modeling the way when implementing initiatives and best practices.
• Involvement in industry related associations and community.

Responsibilities

• Coach and mentor your team with the guidance and support of your leader.
• Review client data entries, invoicing, and coverage selection for compliance.
• Work with Account Executives to quote and cross-sell products to new clients.

Skills

General Insurance Level 2 License

Private auto insurance experience

Strong time-management skills

Professional communication etiquette

Job description

Overview

TEAM LEAD – DIGITAL INSURANCE SALES

Truthfulness | Fairness | Value | Loyalty

As one of Canada's largest insurance providers, Western Financial Group 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. This is a remote position.

Responsibilities

• Coach and mentor your team with the guidance and support of your leader.


• Review client data entries, invoicing and coverage selection for compliance


• Ensuring your teams client activities are dealt with effectively


• Work with Account Executives to quote and cross sell products to new clients to contribute to the growth of the business


• Monitor lead management for the entire team to ensure the experience the customers are receiving is exceptional.


• Role modeling expected behaviors by reaching out to customers when required, placing complex risks and other behaviors that contribute to a strong and successful team.


• Remain up to date on product knowledge and build relationships with insurance providers


• Continue self-development through industry and community involvement, training and other courses

The value you bring

• General Insurance Level 2 License and priviate auto insurance experience mandatory


• History of modeling the way when implementing initiatives and best practices


• Strong time-management and training skills in a deadline driven environment


• Involvement in industry related associations and your community


• Professional communication etiquette, both written and verbal


• Dedicated home office w / reliable internet connection

Work conditions

Hours : Full Time, Permanent - Availability to work a total of 37.5 hours / week within Digital Sales team operating hours : Monday - Friday 9:00am - 8:00pm (MST) and rotating Saturdays 9:00am - 4:30pm (MST) and occasionally Statutory Holidays 9:00am - 5:00pm (MST)

Location : Remote in Alberta, Canada

Salary Range : $55,000 - $80,000

Requisition # : 82090

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.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales

Industries

• Insurance