Insurance Advisor

4 days ago


Brooks, Canada Western Financial Group Full time

**Truthfulness | Fairness | Value | Loyalty**

At Western Financial Group, we take pride in being one of Canada's largest insurance brokers. Our strength lies in our incredible team of over 2,200 dedicated professionals, spread across 180+ locations nationwide. Together, we create a supportive and collaborative environment that has earned us the recognition of one of Forbes Canada’s Best Employers.

Discover a workplace where your well-being is a priority, and your contributions make a real difference. With competitive benefits, a strong community focus, and a commitment to work-life balance, Western is not just a place to work, it's a place to thrive

Join our team and experience the Western difference - where caring for our customers, communities and team members is our passion

**Commercial Insurance Advisor - Brooks (Hybrid)**

**What your day might look like**:

- **Policy Servicing & Stewardship**:Manage policy renewals, endorsements, and certificates of insurance with accuracy and efficiency, ensuring compliance and client satisfaction.
- **Risk Assessment & Coverage Optimization**:Collaborate with underwriters and account executives to assess client risk profiles and recommend appropriate coverage enhancements.
- **Client Relationship Management**:Build and maintain strong, trust-based relationships with commercial clients, acting as a reliable point of contact for ongoing service and support.
- **Operational Excellence**:Support producers and senior advisors with quoting, documentation, and administrative tasks using systems such as EPIC and insurer portals.
- **Business Development Support**:Assist in preparing proposals, presentations, and renewal strategies to help grow and retain commercial accounts.

**What you bring to the table**:

- **Licensing & Knowledge**:General Level 1 Insurance License (Level 2 or 3 preferred); strong understanding of commercial insurance products and markets.
- **Client-Focused Mindset**:A proactive, service-oriented approach with a passion for helping businesses protect their assets and operations.
- **Detail-Oriented & Organized**:Proven ability to manage multiple priorities, maintain accurate records, and follow through on client needs.
- **Tech Proficiency**:Comfortable navigating multiple systems and tools; experience with EPIC and insurer portals is a strong asset.
- **Team Player**:Collaborative spirit with the ability to support producers, underwriters, and other internal stakeholders effectively.

**Hours**: 35 hours per week

**Location**: Brooks, AB (Hybrid)

**Requisition**: 81888

**Compensation Range**: $55,000 - $75,000

We value our employees and offer programs that enhance their lives. Eligible employees receive 3 weeks' vacation, 14 wellness days, company matching investment and savings programs, and 100% employer-paid group benefits.

For over 20 years, community support has been integral to our culture through the Western Financial Group Communities Foundation**.



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