Client Solutions Executive

4 weeks ago

Red Deer, 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 an in-branch role with the possibility of leading to a hybrid role in the future.

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 hours/week

Location: Red Deer, AB

Requisition #: 80988

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 through the Western Financial Group Communities Foundation.

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