Insurance Team Lead

5 days ago


NORTH SAANICH, Canada western financial Full time
Job Overview
As a key member of Western Financial Group, you will play a vital role in shaping the future of our insurance team. With over 220 locations across Canada and a team of over 2,100 dedicated professionals, we are committed to delivering exceptional results and providing unparalleled customer service.

About the Role
Your success as an Insurance Team Lead will be driven by your ability to partner with the Branch Manager to develop and support an effective sales team. You will have the opportunity to work collaboratively with a motivated and dynamic team to achieve business goals and targets.

Key Responsibilities
  • Coach and mentor your team members to enhance their skills and performance
  • Review client data entries, invoicing, and coverage selection for compliance
  • Process changes to insurance policies and endorsements while ensuring seamless client activities
  • Conduct sales calls and up-sell products to new and existing clients to drive business growth
  • Stay updated on product knowledge and build relationships with insurance providers
  • Pursue self-development through industry involvement, training, and other courses

The Ideal Candidate
  • General Insurance Level 2 License required
  • A proven track record of implementing initiatives and best practices
  • Strong time-management and training skills in a deadline-driven environment
  • Involvement in industry-related associations and community activities
  • Professional communication etiquette, both written and verbal

What We Offer
As a valued member of our team, you can expect a competitive compensation package consisting of:
  • Full-time position with 37.5 hours per week
  • Salary Range: $52,000 - $72,000
  • 3 weeks' vacation and 14 wellness days
  • Company matching investment and savings programs
  • 100% employer-paid group benefits, including a health care spending account

Location
Nanaimo, BC

Why Choose Western Financial Group?
We take pride in building a diverse, inclusive, and authentic workplace that reflects the communities we serve. If you're passionate about making a difference and driving business success, we encourage you to apply.
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