Commercial Insurance Advisor

4 weeks ago

West Kelowna, British Columbia, Canada Western Financial Group 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.

Commercial Insurance Advisor

As a Commercial Insurance Advisor, you will be responsible for managing and maintaining an existing commercial lines renewal book. Every day you will build lasting relationships with your customers, helping to protect what matters most to them.

Here is what a typical day looks like

  • You will provide quotes and sell new policies to customers via phone, in-person, and by email.
  • You will manage and build customer relationships and meet insurance sales targets.
  • Follow up on all client accounts to resolve outstanding activities.
  • Conduct sales calls for new business and make timely renewal calls for existing customer business.

The value you bring

  • General Level 1 Insurance License required.
  • Experience in managing commercial business policies.
  • Proficient in navigating multiple computer programs.
  • You must be able to communicate professionally in-person, over the phone, and through email.
  • Prior experience achieving sales targets in a similar or comparable role.
  • Working experience in EPIC is an asset.

Hours: Full-time / 37.5 hours/week

Location: Kelowna, BC

Compensation Range: $51,000 - $70,000

Requisition #: 81465

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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