Insurance Advisor

2 weeks ago


Kelowna, Canada Westland Insurance Ltd. Full time

Westland Insurance Group Ltd has an exciting opportunity for an Insurance Advisor in Kelowna, BC at our Dilworth office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland We are looking for a career minded individual who is focused on growing their insurance industry knowledge and experience.

**What we offer**:

- Comprehensive medical and dental benefits
- Diverse mix of staff and demonstrated work/life balance
- Career growth opportunities and continuing education programs

**The Opportunity**:
The Insurance Advisor is responsible for the promotion, sales and service of all Insurance products to new and existing clients and provides information on insurance packages.

**In this role you’ll**:

- Identify client’s needs and provide recommendations for the products and services required
- Promote retention of existing clients by providing quality customer service
- Rate new and renewal business utilizing basic knowledge of underwriting principles
- Review and analyze personal sales volumes for improvement opportunities

**Here’s what you bring**:

- 6 months to 1 year of industry experience
- High school diploma, plus one year of formal education is preferred
- Insurance broker level 1 license is a must.
- Working towards CAIB and/or CIP are an asset (Financial Support Provided)
- Track record of achieving sales targets
- A natural ability at building authentic customer relationships
- Excellent time management skills and the ability to multi-task
- Demonstrated ability to maintain confidentiality and to exercise discretion

Westland Insurance Group is one of the largest and fastest-growing independent property and casualty insurance brokers in Canada. With a national network of 195 locations and over 2,100 employees, the company continues to expand coast to coast. Westland's brokers provide expert advice to home, business, farm, life, and auto insurance clients. Since its founding in 1980, Westland has remained a family-owned company that is committed to supporting its local communities.


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