Team Lead Insurance Broker (81783)

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

Job summary

Join a leading insurance brokerage as a Team Lead – Insurance Broker, where you'll coach a collaborative team while managing client compliance and driving business growth. With a competitive salary range and a commitment to employee well-being, this role offers a supportive environment to thrive in.

Benefits

3 weeks' vacation

14 wellness days

100% employer-paid group benefits

Qualifications

• Strong time-management and training skills in a deadline-driven environment.
• Professional communication etiquette, both written and verbal.

Responsibilities

• Coach and mentor your team with the guidance of your manager.
• Conduct sales calls and up-sell products to clients.
• Review client data entries for compliance.

Skills

Time-management

Professional communication

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 teams 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 37.5 hours/week

Location: Houston, BC

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

Requisition #: 81783

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 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 .