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Insurance Business Development Specialist
1 month ago
Truthfulness | Fairness | Value | Loyalty
At Western Financial Group, we're committed to delivering exceptional customer experiences through our Guiding Principles. As an Account Executive, you'll play a key role in building and managing a book of business, ensuring our customers have the right insurance solutions.
A Day in the Life
- Support new and existing customers with product and service recommendations
- Promote customer retention through strong relationships and quality service
- Navigate insurance partner portals to complete customer applications
- Quote new business through outbound calls and walk-ins
- Communicate with Underwriters to ensure evolving guidelines are met
- Prospect and up-sell to clients on all lines of business
- Liaise between clients and external partners for fair representation
- Continuous self-development through industry involvement and courses
The Value You Bring
- General Insurance Level 2 License is an asset
- Experience providing excellent customer service
- Professional communication skills in person, over the phone, and through email
- Experience managing a book of business or relatable work experience
- Desire to learn new systems and processes
- Strong problem-solving skills and adaptability
- Passion for helping people and self-driven determination
Hours: Full-time / 37.5 hour/week
Location: Red Deer, AB
Requisition #: 80988
What if I Don't Meet Every Requirement?
If you're excited about the role but your experience doesn't check every box – we still encourage you to apply. You may be the right person for this role – or we might have another that suits you even better
At Western, we're 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 let us know.
Health and Wellness
We take pride in providing programs that add value to our people's lives – after all, they are our greatest asset. 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 through our commitment to giving back.
