Insurance Team Lead (82076)

Western Financial Group; Canada; Remote; CAD 55,000 - 80,000; Full time

Job summary

A leading insurance provider is seeking a Team Lead for their Digital Insurance Sales department. This remote position involves coaching team members, ensuring compliance in client data, and collaborating to achieve business targets. Applicants should have a General Insurance Level 2 License and experience in private auto insurance. The role offers a competitive salary range of $55,000 - $80,000 and a comprehensive benefits package including vacation and health coverage.

Benefits

3 weeks’ vacation

14 wellness days

100% employer-paid group benefits

Company matching investment programs

Qualifications

• Experience in private auto insurance essential.
• History of effective team leadership and training.
• Strong communication skills in a professional setting.

Responsibilities

• Support the Digital Sales Leader to enhance team performance.
• Coach and mentor team members to achieve business goals.
• Monitor client data entries and ensure compliance.
• Collaborate with Account Executives to generate new leads.

Skills

General Insurance Level 2 License

Private auto insurance experience

Time-management skills

Professional communication etiquette

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.

TEAM LEAD – DIGITAL INSURANCE SALES

Your success stems from supporting the Digital Sales Leader in creating an exceptional environment that fosters success for everyone. You have the opportunity to be part of a collaborative and motivated team who all contribute to the achievement of business goals and targets. This is a remote position.

Here is what a typical day looks like

• 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

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 #: 82076

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 though the Western Financial Group Communities Foundation.