Insurance Customer Service Representative

4 weeks ago


Lloydminster, Canada Western Financial Group Full time

About the Role

We are seeking a highly motivated and customer-focused Insurance Customer Service Representative to join our team at Western Financial Group. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients.

Key Responsibilities

  • Assist clients with their daily insurance needs via phone, in-person, and email
  • Provide quotes and sell new auto plan policies to clients
  • Manage walk-in queries, sales, and up-selling of products to new and existing clients
  • Remain up-to-date on product knowledge and build relationships with insurance providers
  • Continuously develop skills through industry training and courses
  • Generate leads through existing clients
  • Knowledge of each insurance company's products, endorsements, packages, and payment plans

The Value You Bring

  • Solid understanding of policy wordings/coverages
  • SK Restricted Auto license an asset
  • Strong sales and presentation skills
  • Experience achieving sales targets individually and as a team
  • Well-versed in navigating multiple computer programs at once

What We Offer

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

About Us

At Western Financial Group, 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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