Insurance Advisor
Insurance Advisor
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$ 51000 - 76000
1 Vacancy
Job Description
Truthfulness Fairness Value Loyalty
At Western Financial Group we take pride in being one of Canadas largest insurance brokers. Our strength lies in our incredible team of over 2200 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 Canadas 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 its a place to thrive!
Join our team in Medicine Hat (one of the largest Commercial Insurance operations in Western Canada)and experience the Western difference where caring for our customers communities and team members is our passion!
Insurance Advisor Medicine Hat
What your day might look like:
- Client Advisory & Support:Deliver tailored insurance solutions to small and mid-sized business clients across various industries via phone email and in-person consultations.
- 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: 37.5 hours per week
Location: Medicine Hat AB
Requisition: 81916
Compensation Range: $51000 - $76000
At Western we prioritize the well-being of our employees and are committed to fostering an inclusive environment that values diversity within our communities. We strive to create a workplace that is accessible equitable and supportive ensuring that all team members feel valued and can thrive in their roles. As an equal opportunity employer we welcome applicants from all backgrounds and we encourage individuals to apply even if their experience does not fully meet all the criteria listed.
If you need assistance or have questions about requesting reasonable accommodation please feel free to reach out to us at any time during the hiring process by contacting our Talent Acquisition team ator reviewing Careers Page on ourwebsite.
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 theWestern Financial Group Communities Foundation.
Required Experience:
Unclear Seniority
Employment Type
Advisor
