Insurance Advisor

Kelowna - Canada

Monthly Salary: $ 45000 - 68000

Posted on: 5 hours ago

Vacancies: 1 Vacancy

Job Summary

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 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/coverages
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: $45000 - $68000

Requisition #: 82346

What if I dont meet every requirement

If youre excited about the role but your experience doesnt 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 accommodationplease reach out to us.

Health and Wellness

We take pride in providing programs that add value to our peoples 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 its engrained in our culture though theWestern Financial Group Communities Foundation.

Note: Review the Internal Applicant Policy on WestConnect

Required Experience:

Unclear Seniority

Truthfulness Fairness Value LoyaltyAt 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 en...