Commercial Insurance Specialist

3 weeks ago


Acadia Valley, Alberta, Canada western financial Full time
Opportunity Overview

As a Commercial Insurance Specialist at Western Financial Group, you will play a key role in managing a book of business, ensuring your customers have the coverage they need. This is a remote work opportunity where you can leverage your Commercial Insurance expertise to deliver insurance solutions to customers.

Key Responsibilities
  • 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 when talking to public 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
Requirements
  • General Insurance Level 2 License required
  • Experience providing excellent customer service
  • The ability 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 our systems and processes
  • Strong problem-solving skills and the ability to adapt in the face of adversity
  • Passionate about helping people, self-driven, and determined to succeed
What We Offer
Eligible employees receive 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. For over 20 years, supporting our local communities has been a part of everything we do - it's engrained in our culture though the Western Financial Group Communities Foundation.

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