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Insurance Business Development Specialist

1 month ago

Vernon, Canada Western Coast Insurance Services Full time

Truthfulness | Fairness | Value | Loyalty

At Western Coast Insurance Services, we're committed to delivering exceptional insurance solutions to our customers. As an Account Executive, you'll play a vital role in building and managing a book of business, ensuring our customers have the coverage they need.

A Day in the Life

  • Support new and existing customers by offering recommendations for products and services required
  • Promote retention of existing customers by building strong relationships and providing quality customer service
  • Navigate multiple insurance partner online portals to complete customer applications
  • Quote new business through outbound calls and walk-in clients
  • Communicate with insurance company Underwriters to ensure evolving guidelines are met
  • Prospect and up-sell to clients on all lines of business sold
  • Liaise between client and external insurance partners to ensure fair and proper representation for both parties
  • Continuous self-development, through industry and community involvement, and industry-related courses

The Value You Bring

  • General Insurance Level 2 License is an asset
  • Experience providing excellent customer service
  • Must be able to communicate professionally in person, over the phone, and through email
  • Experience managing a book of business or relatable work experience
  • A desire to learn new systems and processes
  • Strong problem-solving skills and the ability to adapt to different work environments
  • Passionate about helping people, self-driven, and determined to succeed

What We Offer

We take pride in providing a competitive compensation package consisting of 3 weeks' vacation, 14 wellness days, company matching investment and savings programs, and 100% employer-paid group benefits, including a health care spending account.