Insurance Advisor Trainee

3 weeks ago

Abbotsford, Canada Westland Insurance Ltd. Full time

Westland Insurance Group Ltd has an exciting opportunity for a Insurance Advisor Trainee in Abbotsford, BC at our Clayburn Plaza office. Do you love to 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 career in insurance.

**What we offer**:

- Competitive salary
- Comprehensive medical and dental benefits
- Diverse mix of staff and demonstrated work/life balance
- Career growth opportunities and continuing education programs

**The Opportunity**:
The Insurance Advisor Trainee processes auto and travel health insurance transactions, while under supervision. Is committed to developing a career in the insurance industry and is open to learning from others. This role makes a positive impression by anticipating and interpreting customers’ needs while taking initiative to provide competent service.

**In this role you’ll**:

- Handle customer service inquiries which are basic and routine
- Engage with clients, greet them as they enter the office, answer client phone calls and make outgoing phone calls regarding the renewal of insurance policies
- Maintain positive customer relations and responds to problems and enquiries
- Use computerized system for tracking, information gathering, and/or trouble shooting
- May respond to inquiries by referring them to published materials, secondary sources, or more senior staff
- Shadow an experienced Insurance Advisor in processing clients’ ICBC Autoplan/auto transactions including purchasing, transferring, and terminating coverage
- Under observation, conducts interviews and enters information in the system for the client
- Actively work to upgrade skills, knowledge, and qualifications to acquire the level 1 general insurance license within an established timeframe (Financial Support Provided)

**Here’s what you bring**:

- Demonstrated experience in a sales or customer service environment
- High school diploma, plus one year of formal education is preferred
- Working towards Level 1 Insurance license is an asset (Financial Support Provided)
- A natural ability at building authentic customer relationships
- Excellent time management skills and the ability to multi-task
- Demonstrated ability to maintain confidentiality and to exercise discretion

You belong here
We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.

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