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Business Development Representative

1 month ago


Red Deer, Alberta, Canada Western Coast Insurance Services Full time

Company Overview

Western Financial Group is one of Canada's largest insurance providers with over 220 locations across the country. We take pride in delivering the right insurance solutions to our customers, ensuring they can live confidently.

Salary and Benefits

The estimated annual salary for this role is around $85,000-$110,000 depending on experience. In addition to a competitive compensation package, eligible employees receive three weeks' vacation, 14 wellness days, company matching investment and savings programs, and 100% employer-paid group benefits including a healthcare spending account.

Job Description

As a Business Development Representative - Commercial Insurance Specialist with Western Financial Group, you will utilize your commercial insurance expertise to build and manage a book of business, ensuring customers have the necessary coverage. This role may involve working in a branch setting with opportunities for hybrid roles in the future.

Responsibilities:

  • Support new and existing customers by offering product and service recommendations.
  • Promote customer retention by building strong relationships and providing exceptional 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 clients and external insurance partners to ensure fair representation for both parties.
  • Continuously develop yourself through industry and community involvement, as well as industry-related courses.

Required Skills and Qualifications

To be successful in this role, you will need:

  • A General Insurance Level 2 License (an asset).
  • Experience providing excellent customer service.
  • The ability to communicate professionally in person, over the phone, and through email.
  • Experience managing a book of business or relevant work experience.
  • A desire to learn new systems and processes.
  • Strong problem-solving skills and adaptability to different work environments.
  • A passion for helping others, being self-driven, and determined to succeed.

Benefits

We offer a comprehensive benefits package, including:

  • Three weeks' vacation.
  • 14 wellness days.
  • Company matching investment and savings programs.
  • 100% employer-paid group benefits, including a healthcare spending account.

Other Information

Location: Red Deer, AB.

Requisition #: 80988.