Senior Insurance Advisor, Commercial Lines

1 month ago


Brampton, Ontario, Canada western financial Full time
Key Responsibilities

As a Senior Commercial Insurance Advisor at Western Financial, you will play a key role in supporting an Account Executive and their book of business. Your focus will be on driving sales, retention, and customer excellence while providing exceptional servicing to our clients and supporting all activities of your account executive.

Key Activities

• Support the Account Executive in the administration of their commercial book of business, including assisting in meeting and exceeding 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 courses
• Mentor commercial insurance advisor peers and encourage professional growth and development

Requirements

• 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

What We Offer

• Competitive salary range: $62,000 - $90,000
• Full-time position with 37.5 hours/week
• Location: Brampton, Ontario

Why Choose Western Financial?

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.

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