Team Lead - Insurance Broker

Western Financial Group; Cranbrook; On-site; CAD 61,000 - 71,000; Full time

Job summary

A leading insurance brokerage in Canada seeks a Team Lead – Insurance Broker to mentor a dedicated team. The role involves coaching, ensuring compliance, and driving business growth through effective communication and relationships with clients. Candidates must hold a General Insurance Level 2 License. This position offers full-time hours with a competitive salary of $61,000 - $71,000, along with extensive benefits including vacation and wellness days.

Benefits

3 weeks’ vacation

14 wellness days

100% employer-paid group benefits

Company matching investment and savings programs

Qualifications

• History of implementing initiatives and best practices in a team.
• Ability to coach and mentor team members effectively.
• Strong understanding of insurance products and compliance.

Responsibilities

• Coach and mentor your team with the support of your manager.
• Review client data entries for compliance.
• Process changes to insurance policies effectively.
• Conduct sales calls and contribute to business growth.
• Stay updated on product knowledge.

Skills

Strong time-management skills

Professional communication etiquette

Training skills

Involvement in industry-related associations

Education

General Insurance Level 2 License

Job description

Truthfulness | Fairness | Value | Loyalty

At Western Financial Group, we take pride in being one of Canada’s largest insurance brokers. Our strength lies in our incredible team of over 2,200 dedicated professionals, spread across 180+ locations nationwide. Together, we create a supportive and collaborative environment that has earned us the recognition of one of Forbes Canada’s Best Employers.

Discover a workplace where your well-being is a priority, and your contributions make a real difference. With competitive benefits, a strong community focus, and a commitment to work‑life balance, Western is not just a place to work, it’s a place to thrive!

Join our team and experience the Western difference – where caring for our customers, communities and team members is our passion!

Team Lead – Insurance Broker

You have the opportunity to be part of a collaborative and motivated team who all contribute to the achievement of business goals and targets.

Here Is What a Typical Day Looks Like

• Coach and mentor your team with the guidance and support of your manager
• Review client data entries, invoicing and coverage selection for compliance
• Process changes to insurance policies and endorsements, while ensuring your team’s client activities are dealt with effectively
• Conduct sales calls and up‑sell products to new and existing clients to contribute to the growth of the business
• 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 required
• 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

Hours: Full‑time, permanent - 37.5 hours/week

Location: Cranbrook, BC

Salary Range: $61,000 - $71,000

Requisition #: 82383

Candidates must be able to work Tuesday to Saturday as part of the regular schedule

At Western, we prioritize the well‑being of our employees and are committed to fostering an inclusive environment that values diversity within our communities. We strive to create a workplace that is accessible, equitable and supportive, ensuring that all team members feel valued and can thrive in their roles. As an equal opportunity employer, we welcome applicants from all backgrounds, and we encourage individuals to apply even if their experience does not fully meet all the criteria listed.

If you need assistance or have questions about requesting reasonable accommodation, please feel free to reach out to us at any time during the hiring process by contacting our Talent Acquisition team at [e-mail] or reviewing the Careers Page on our website.

We value our employees and offer programs that enhance their lives. Eligible employees receive 3 weeks’ vacation, 14 wellness days, company matching investment and savings programs, and 100% employer‑paid group benefits.

For over 20 years, community support has been integral to our culture through the Western Financial Group Communities Foundation.

Note: Please review the Internal Application Policy on WestConnect