Insurance Specialist

2 days ago


Fort Nelson, Canada Western Financial Group Full time

About the Role

We are seeking a skilled Insurance Specialist to join our team at Western Financial Group. As an Insurance Specialist, you will be responsible for providing quotes and selling new policies to customers, as well as managing and building customer relationships.

Key Responsibilities

  • Provide quotes and sell new policies to customers via phone, in-person, and by email
  • Assist customers with the purchase of their home and auto policy
  • Manage and build customer relationships and meet insurance sales targets
  • Follow up on all client accounts to resolve outstanding activities
  • Conduct sales calls for new business and make timely renewal calls for existing customer business

Requirements

  • Proficient in navigating multiple computer programs
  • Ability to communicate professionally in-person, over the phone, and through email
  • Prior experience achieving sales targets in a similar or comparable role
  • Working experience in EPIC an asset

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.



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