Insurance Team Lead
3 weeks ago
Job Summary
We are seeking a highly skilled and experienced Insurance Team Lead to join our team at Western Financial Group. As an Assistant Manager, you will be responsible for managing walk-in queries, sales, and up-selling of products to new and existing clients.
Key Responsibilities
- Managing walk-in queries, sales, and up-selling of products to new and existing clients
- Collecting client information, quoting, and selling insurance
- Mentor and coach team members, assist in training and onboarding of new hires as needed
- Following up on all client accounts to resolve outstanding activities
- Remaining up to date on product knowledge and building relationships with insurance providers
- Continuing self-development through industry and community involvement, training, and other courses
Requirements
- General Insurance Level 2 License required
- Experience leading a team in achieving their individual and team goals
- Strong time-management and training skills in a deadline-driven environment
- Involvement in industry-related associations and your community
- Professional communication etiquette, both written and verbal
What We Offer
As a valued member of our team, you will receive a competitive compensation package consisting of 3 weeks' vacation, 14 paid wellness days, company matching investment and savings programs, and 100% employer-paid group benefits, including health care spending account.
Why Join 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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