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Client Care Specialist

2 months ago

Lloydminster, Canada Western Financial Group Full time

About the Role

We are seeking a highly skilled and motivated Client Care Specialist to join our team at Western Financial Group. As a Client Care Specialist, you will play a critical role in providing exceptional customer service to our clients, ensuring their needs are met and exceeded.

Key Responsibilities

  • Provide personalized support to clients via phone, in-person, and through various communication channels
  • Assist clients with their insurance needs, including policy quotes, sales, and up-selling of products
  • Manage walk-in queries, sales, and cross-selling of products to new and existing clients
  • Stay up-to-date on product knowledge and build relationships with insurance providers
  • Continuously develop skills through industry training and other courses
  • Generate leads through existing clients and identify new business opportunities
  • Develop a thorough understanding of each insurance company's products, endorsements, packages, and payment plans

Requirements

  • Solid understanding of policy wordings and coverages
  • SK Restricted Auto license an asset
  • Strong sales and presentation skills
  • Experience achieving sales targets individually and as a team
  • Ability to navigate multiple computer programs simultaneously

What We Offer

As a Client Care Specialist at Western Financial Group, you will enjoy a competitive compensation package, including a salary range of $38,800 - $50,000, 3 weeks' vacation, 14 wellness days, company matching investment and savings programs, and 100% employer-paid group benefits, including a health care spending account.

About Us

At Western Financial Group, we are dedicated to building a diverse, inclusive, and authentic workplace in the communities we serve. We take pride in providing programs that add value to our employees' lives, and we are committed to supporting our local communities through the Western Financial Group Communities Foundation.