Insurance Advisor

1 week ago

Kelowna, British Columbia, Canada Western Financial Group Full time $45,000 - $68,000 per year

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

INSURANCE ADVISOR - Hybrid opportunities within Canada 

Here is what a typical day looks like

  • Follow up on all client accounts to resolve outstanding activities
  • Remain up to date on product knowledge and build relationships with insurance providers
  • Review client data entries, invoicing and coverage selection for compliance
  • Complete certificate issuance for new business and renewal clients
  • Process changes to insurance policies and endorsements
  • Assist with the administration of the commercial book of business accurately and efficiently
  • Conduct sales calls and up-sell products to new and existing clients to contribute to the growth of the business
  • Continue self-development through industry and community involvement, training and other courses

The value you bring

  • General Insurance Level 2 License is required; Commercial Lines experience is an asset
  • Experience achieving sales targets individually and as a team
  • Well versed in navigating multiple computer programs as once
  • Involvement in industry related associations and your community
  • Preferred understanding of policy wordings/coverage's
  • Strong sales and communication skills
  • Working experience in EPIC an asset

Hours: Full Time – 37.5 hours/week

Location: Hybrid opportunities in Canada

Salary Range: $45,000 - $68,000

Requisition #: 82346

What if I don't meet every requirement?

If you're excited about the role but your experience doesn't check every box – we still encourage you to apply. You may be the right person for this role – or we might have another that suits you even better

At Western, we are dedicated to building a diverse, inclusive, and authentic workplace in the communities we work and live in If you have questions or require accommodation, please reach out to us.

Health and Wellness

We take pride in providing programs that add value to our people's lives – after all, they are our greatest asset.  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. 

For over 20 years, supporting our local communities has been a part of everything we do – it's engrained in our culture though the Western Financial Group Communities Foundation.

Note: Review the Internal Applicant Policy on WestConnect

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