Senior Insurance Advisor, Commercial Lines
4 days ago
Truthfulness | Fairness | Value | Loyalty
As one of Canada's largest insurance providers, Western Financial Group 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.
Sr. Insurance Advisor, Commercial Lines
As a Senior Commercial Insurance Advisor, you are a key player in supporting an Account Executive and their book of business. With a focus on driving sales, retention, and customer excellence, you will provide the necessary servicing to our clients and support all the activities of your account executive. Every day, you will be building lasting relationships with our customers, both internal and external.
Here is what a typical day looks like
- Support the Account Executive in the administration of their commercial book of business, which includes assisting the Account Executive meet and exceed their sales and retention targets.
- Develop and present innovative coverage solutions to support our clients' needs.
- Provide quality customer service to clients and promote the cross-selling of Western Financial Group products.
- Follow up on all client accounts to resolve outstanding activities.
- Remain up to date on product knowledge and build relationships with insurance providers.
- Continue self-development through industry and training and other courses.
- Knowledge of each Insurance Company's products, endorsements, packages, and payment plans.
- Mentor commercial insurance advisor peers and encourage professional growth and development.
The value you bring
- Experience supporting sales targets as an individual and as a team.
- Strong problem-solving skills and the ability to adapt in the face of adversity.
- RIBO Insurance License required.
- Must be passionate about helping people, self-driven, and driven to succeed.
- Preferred understanding of commercial policy wordings/coverage's.
- Strong communication skills, both written and verbal.
- Working experience in EPIC an asset.
Hours: Full Time – 37.5 hours/week
Location: Brampton, Ontario
Salary: $62,000 - $90,000
Requisition #: 80834
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 contact us.
Note: Please review the internal applicant policy on WestConnect
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