Business Advisor
3 months ago
Saskatoon Betts Ave, SK, 220 Betts Ave #70, Saskatoon, Saskatchewan, Canada Req #3397
Monday, September 9, 2024
We're searching for a Commercial Business Advisor. Are you searching for new possibilities?
Westland Insurance Group Ltd. is growing and has a new opportunity for a Commercial Business Advisor at our Saskatoon, SK office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland We are looking for a career minded individual who is focused on growing their insurance industry knowledge and experience.
Discover what's possible, with Westland.
The Westland story is all about growth, and that means plenty of possibility for everyone on our team. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us.
As a Commercial Insurance Advisor, you will promote and educate clients on insurance products, take ownership of client relationships, and help us grow our presence and profile in the local community.
Interested in learning more?
**Why you'll love Westland**:
An open, flexible and welcoming workplace
Plenty of opportunities to grow and learn
Autonomy to drive your own success
Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds
A total rewards program that takes care of your financial, physical, and mental health
Flexible paid Values Days to celebrate days important to you
Paid Volunteer Days for employees as part of Amplifying Communities, a program to support causes that matter most to our employees and clients
**Why we'll love You**:
Laser-focused, you have a track record of achieving sales targets
Building authentic client relationships comes naturally to you
Master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion
Insurance broker license or working towards CAIB/CIP (financial support provided)
BONUS 2-3 years of commercial and/or personal lines insurance experience will be considered an asset
**Once here, you'll**:
Be a member of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds.
Deliver superior customer service that promotes client retention
Uncover clients' business challenges and act as a client advocate identifying their needs and providing recommendations
Assist clients with their insurance needs by utilizing basic knowledge of underwriting principles
You have an inexhaustible curiosity and look for opportunities to grow your career
Want to get to know each other better? Send your resume our way.
Business Advisor, Small Business Solutions Team
In the position of Business Advisor you will represent Westland to the market and provide insurance servicesand adviceto clients
You will bring together strong technical skills and general insurance knowledge in this retention focused role. You will have an assigned Commercial book of business of small business Commercial accounts.
You demonstrate confidence in problem solving and creative thinking while continuously expanding your knowledge. You are proactive in taking on more responsibilities while developing your skills.
**Responsibilities**:
Achieving sales targets (monthly and quarterly) individually and as a team.
Professionally represent Westland Insurance through the insurance sales process.
Submit underwriting information to in-house and external underwriters; follow up to ensure timely receipt of quotations.
Engage with clients to determine their insurance needs and provide expert advice to ensure their best insurance coverageand protection.
Identify exposures to loss and recommend appropriate coverage.
Accountable for front-line underwriting.
Continue professional development of technical and sales skills.
Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
Develop new business opportunities by securing expiry dates, cross-selling and upselling insuranceproducts, and requesting referrals.
Maintain records of actions, recommendations, and declined coverage.
Collaborate with co-workers and managersto develop positive and effective office procedures
Manage policy renewals, policy changes and cancellations in accordance with Client Service Strategy.
Obtain, review, and submit underwriting information
Identify exposure to loss and recommend appropriate coverage
Assess need for Loss Control or Risk Management
Identify cross-selling, upselling and new business opportunities (secondary)
Collect and maintain accounts receivables
Est. $1.5M - $1.85M Book/Est. TBD PIF
Continue professional development of technical skills.
Keep informed regarding industry information, new product information, legislation, coverages and technology to con
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