Insurance Business Development Manager

2 days ago

Red Deer, Alberta, Canada Western Coast Insurance Services Full time

About the Role

We are seeking a highly motivated and experienced Account Executive to join our team at Western Financial Group. As an Account Executive, you will be responsible for building and managing a book of business, ensuring our customers have the right insurance solutions to meet their needs.

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 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

Requirements

  • General Insurance Level 2 License required
  • 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 programs that add value to our people's lives. 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.

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 don't hesitate to reach out.

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