Remote Insurance Advisor — Flexible Hours & Growth

Western Financial Group; Vancouver; On-site; CAD 50,000 - 65,000; Full time

Benefits offered by this job

14 Paid Wellness Days

3 weeks vacation

Company matching savings programs

100% employer paid group benefits

Job summary

Western Financial Group is hiring remote Contact Centre Insurance Representatives in British Columbia. This full-time role focuses on proactive customer service, handling policy inquiries, renewals, and account reviews in a high-volume, customer-focused environment.

You will manage call queues, access databases to complete transactions, and identify sales opportunities while ensuring customer needs are met. A Level 1 General Insurance License is required, with employer-paid Level 2 upon hire.

Qualifications

• Minimum Level 1 General Insurance License; Level 2 required after employment, employer paid.
• 2-3 years in a sales or customer service role, insurance or call centre experience is an asset.
• Excellent phone etiquette and ability to build rapport with customers.
• Comfort navigating databases and retrieving customer data efficiently.

Responsibilities

• Manage incoming call queues and maintain low wait times.
• Answer customer inquiries and strive for one-touch resolution.
• Identify sales opportunities within each call while prioritizing customer needs.
• Access online databases to complete customer transactions.
• Make outbound calls for policy renewals and account reviews.
• Adapt sales strategy based on call type and customer priorities.

Skills

Phone etiquette

Customer service

Sales experience

Tools

CRM software

Job description

Western Financial Group is hiring remote Contact Centre Insurance Representatives in British Columbia. This full-time role focuses on proactive customer service, handling policy inquiries, renewals, and account reviews in a high-volume, customer-focused environment.

You will manage call queues, access databases to complete transactions, and identify sales opportunities while ensuring customer needs are met. A Level 1 General Insurance License is required, with employer-paid Level 2 upon hire.