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Insurance Business Development Specialist

1 month ago

Vernon, Canada Western Coast Insurance Services Full time

Our Guiding Principles

At Western Coast Insurance Services, we're committed to delivering the right insurance solution every time. Our team is anchored in our Guiding Principles: Truthfulness, Fairness, Value, and Loyalty.

Account Executive Role

As an Account Executive, you'll use your Commercial Insurance expertise to build and manage a book of business, ensuring our customers have the coverage they need. This is a hybrid work opportunity.

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 is an asset
  • 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.