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Insurance Account Specialist

2 months ago


Richmond Hill, Ontario, Canada Western Financial Group Full time

About Western Financial Group

As one of Canada's largest insurance providers, Western Financial Group has a strong presence across the country with over 220 locations. Our team of over 2,100 professionals is dedicated to delivering exceptional service and support to our customers.

Job Summary

We are seeking a highly motivated and customer-focused Insurance Account Specialist to join our team. As an Insurance Account Specialist, you will be responsible for meeting sales targets and building lasting relationships with our customers.

Key Responsibilities

  • Meet sales targets through quotes and referrals of new business
  • Provide exceptional customer service and support to our clients
  • Manage and build customer relationships while meeting 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

Requirements

  • No experience is required; we will provide applicable training for the right candidate
  • RIBO Insurance License is an asset
  • Proficient in navigating multiple computer programs
  • Ability 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

What We Offer

  • Competitive compensation package
  • 3 weeks' vacation and 14 wellness days
  • Company matching investment and savings programs
  • 100% employer-paid group benefits, including a health care spending account

About Our Culture

We are dedicated to building a diverse, inclusive, and authentic workplace in the communities we serve. If you have questions or require accommodation, please reach out to us.