Senior Insurance Advisor: Lead Clients & Team Growth

Westland Insurance Group; Red Deer; Hybrid; CAD 65,000 - 95,000; Full time

Benefits offered by this job

Flexible Values Days

Total rewards program

Professional development support

Community involvement

Job summary

Westland Insurance Group in Red Deer, AB is seeking a Senior Insurance Advisor to lead client relationships across personal and commercial lines. You’ll promote and educate clients on a wide range of insurance products, manage complex cases, and coach colleagues within the branch.

In this onsite role, you’ll leverage your Level 2 License and progress toward CAIB/CIP designation while contributing to community presence and achieving branch growth through proactive service and cross-selling

Qualifications

• Minimum 2+ years of insurance experience with a Level 2 License; pursuing CAIB/CIP.
• Ability to assess client needs and tailor coverage.
• Proven ability to build lasting client relationships and deliver excellent service.
• Strong organization and prioritization to handle complex cases.
• Collaborative mindset with mentoring and teamwork.

Responsibilities

• Deliver exceptional client service across phone, email, and in-person interactions.
• Assess client needs and provide knowledgeable recommendations across personal and commercial lines.
• Manage new business, renewals, underwriting, and policy changes for complex cases.
• Build lasting client relationships through proactive support and ongoing communication.
• Identify cross-selling opportunities and contribute to branch growth.
• Mentor peers and assist with training and day-to-day operations.

Skills

Client relationship building

Insurance products knowledge

Excellent communication

Organizational skills

Education

Level 2 License

CAIB/CIP in progress

Job description

Westland Insurance Group in Red Deer, AB is seeking a Senior Insurance Advisor to lead client relationships across personal and commercial lines. You’ll promote and educate clients on a wide range of insurance products, manage complex cases, and coach colleagues within the branch.

In this onsite role, you’ll leverage your Level 2 License and progress toward CAIB/CIP designation while contributing to community presence and achieving branch growth through proactive service and cross-selling