Insurance Advisor - Commercial at Western Financial Group

For 100 years Western Financial Group, a Canadian insurance brokerage has listened to and cared for over 1 million customers. A career at Western will challenge you while offering opportunities for continuous development.

COMMERCIAL INSURANCE ADVISOR

Provide our clients the coverage they need by building strong business relationships.

As an Insurance Advisor you are responsible for meeting sales targets through quotes and by referring new business. Every day you will be build lasting relationships with your customers, helping to protect what matters most to them.

Accountabilities

• Assist customers with their daily insurance needs via phone, in person and by email
• Provide quotes and sell new policies to customers
• Support the Account Executive in the administration of their commercial book of business
• Manage walk-in queries, sales and up-selling of products to new and existing clients
• Follow up on all client accounts to resolve outstanding activities
• Remain up to date on product knowledge and build relationships with insurance providers
• Continue self-development through industry and training and other courses
• Generate leads through community involvement and events
• Knowledge of each Insurance Company’s products, endorsements, packages and payment plans
• Conduct sales calls for new business and making timely renewal calls for existing customer business
  

Our Team Environment

We work together every day to build authentic relationships, with our customers and with each other. We enjoy a fast-paced, multi-faceted environment, and make an effort to celebrate everyone’s successes on the team. We value hard work and making sure our customers have the accurate coverage they need because we can see the difference this makes in our community.

Specifics

• Experience achieving sales targets individual and as a team
• Well versed in navigating multiple computer programs as once
• General Insurance Level 2 License an asset
• Involvement in industry related associations and your community
• Preferred understanding of policy wordings/coverage’s
• Strong sales and communication skills
• Working experience in EPIC an asset
  

Hours: Full Time – 37.5 hours/week

Location: Spruce Grove, AB

Requisition #: 55662

Western provides our employees with a competitive compensation package. Full time: 3 weeks’ vacation plus paid personal days, Company Matched investment and saving programs, extended health and dental benefits, including a Health Care Spending Account, 50% premium paid, and 50% paid BC MSP.

Western Financial Group has its own charitable foundation, check it out here, Western Communities Foundation .