For 100 years Western Financial Group, a Canadian insurance brokerage has listened to and cared for over 1 million customers. A career at Western will challenge you while offering opportunities for continuous development.
COMMERCIAL INSURANCE ADVISOR
Provide our clients the coverage they need by building strong business relationships.
As an Insurance Advisor you are responsible for meeting sales targets through quotes and by referring new business. Every day you will be build lasting relationships with your customers, helping to protect what matters most to them.
Assist customers with their daily insurance needs via phone, in person and by email
Provide quotes and sell new policies to customers
Support the Account Executive in the administration of their commercial book of business
Manage walk-in queries, sales and up-selling of products to new and existing clients
Follow up on all client accounts to resolve outstanding activities
Remain up to date on product knowledge and build relationships with insurance providers
Continue self-development through industry and training and other courses
Generate leads through community involvement and events
Knowledge of each Insurance Company’s products, endorsements, packages and payment plans
Conduct sales calls for new business and making timely renewal calls for existing customer business
Our Team Environment
We work together every day to build authentic relationships, with our customers and with each other. We enjoy a fast-paced, multi-faceted environment, and make an effort to celebrate everyone’s successes on the team. We value hard work and making sure our customers have the accurate coverage they need because we can see the difference this makes in our community.
Experience achieving sales targets individual and as a team
Well versed in navigating multiple computer programs as once
General Insurance Level 2 License an asset
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: Kelowna, BC
Requisition #: 56862
Western provides our employees with a competitive compensation package. Full time: 3 weeks’ vacation plus paid personal days, Company Matched investment and saving programs, extended health and dental benefits, including a Health Care Spending Account, and 50% premium paid.
Western Financial Group has its own charitable foundation, check it out here, Western Communities Foundation .