Account Executive

2 weeks ago

Vernon BC, Canada western financial Full time

Truthfulness | Fairness | Value | Loyalty
As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can live confidently.
Account Executive
As an Account Executive with Western Financial Group, you will use your Commercial Insurance expertise to build and manage a book of business, ensuring your customers have the coverage they need. This is a hybrid work opportunity.
Here is what a typical day looks like
Support new and existing customers by offering recommendations for products and services required
Promote retention of existing customers by building strong relationships and providing quality customer service
Navigate multiple insurance partner online portals to complete customer applications
Quote new business through outbound calls and walk-in clients
Communicate with insurance company Underwriters to ensure evolving guidelines are met
Prospect and up-sell to clients on all lines of business sold
Liaise between client and external insurance partners to ensure fair and proper representation for both parties
Continuous self-development, through industry and community involvement, and industry related courses
The value you bring
General Insurance Level 2 License is an asset
Experience providing excellent customer service
Must be able to communicate professionally in person, over the phone, and through email
Experience managing a book of business or relatable work experience
A desire to learn new systems and processes
Strong problem-solving skills and the ability to adapt to different work environments
Passionate about helping people, self-driven, and determined to succeed
Hours: Full-time / 37.5 hour/week


Location: Vernon, AB


Requisition #: 81056
What if I don't meet every requirement?
If you're excited about the role but your experience doesn't check every box - we still encourage you to apply. You may be the right person for this role - or we might have another that suits you even better
At Western, we are dedicated to building a diverse, inclusive, and authentic workplace in the communities we work and live in If you have questions or require accommodation, please reach out to us.
Health and Wellness
We take pride in providing programs that add value to our people's lives - after all, they are our greatest asset. Eligible employees receive a competitive compensation package consisting of 3 weeks' vacation, 14 wellness days, company matching investment and savings programs, and 100% employer-paid group benefits, including a health care spending account.
For over 20 years, supporting our local communities has been a part of everything we do - it's engrained in our culture though the Western Financial Group Communities Foundation.

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