Job Description

We are one of Canada\xe2\x80\x99s Top Employers, Join Us

Looking to work with a high performing team to provide our clients the coverage they need by building strong business relationships and delivering excellent service?

Financial Services Support - Insurance Advisor

As a Financial Services Insurance Broker, you are responsible for providing account and Account Executive support by managing renewals and servicing clients on a senior level to support questions, ongoing issues and daily business operations for high producing Account Executives and Books of Business.

Here is what a typical day looks like

• Support high producing Account Executives by completing the application and underwriting process, and maintaining continual sales growth and client retention
• Support timely re-quoting and re-marketing as required by the Account Executive and client needs prior to renewal date
• Act as Subject Matter Expert to ensure accuracy in applications, accounts, and policies and mitigate risk of Errors & Omissions
• Answer existing client queries and communicate with insurance companies and underwriters
• Develop and continually improve skills in sales and product competencies to best support both Account Executives and customers
• Provide accurate and timely processing of customer documentation, queries, carrier communications, and file follow ups
• Facilitate post-sale administrative revisions to policy documents

The value you bring

• 3+ Years insurance experience with account management
• Excellent attention to detail and strong customer service skills
• Excellent decision-making skills and strong product knowledge
• Excellent verbal and written communication skills
• Full Life Insurance License \xe2\x80\x93 LLQP is an asset or willing to obtain within 3 months

What if I don\xe2\x80\x99t meet every requirement

At Western Financial Group we are dedicated to building a diverse, inclusive, and authentic workplace, so if you\xe2\x80\x99re excited about the role but your experience doesn\xe2\x80\x99t check every box - apply anyways! Many people won\xe2\x80\x99t apply to jobs unless they meet every single qualification, but we want to talk to you anyways, you may be just the right person for this or other roles. We look for dedicated professionals who are committed to our Guiding Principles of Truthfulness, Fairness, Value, and Loyalty.

Hours: Full Time \xe2\x80\x93 37.5 hours/week

Location: Dawson Creek, BC

Requisition #: 79639

Western Financial Group \xe2\x80\x93 Top 100 Canadian Employer

Our people make us who we are and we\xe2\x80\x99re thankful to have been recognized as a Top Employer across Canada! We are looking for great people who share our values and want to share their unique skills with us. Western is on a mission to exceed customer expectations, and that starts with our people. Would you like to be part of our story?

As one of Canada\'s top insurance broker, Western creates security and has provided customized insurance solutions to over 1 million Canadians. For over a century, we\'ve secured our neighbours\' future by staying true to our Guiding Principles of Truthfulness, Fairness, Value, and Loyalty.

Health & Wellness

At Western we take pride in providing programs that add value to our people\xe2\x80\x99s lives \xe2\x80\x93 after all, they are our greatest asset! Eligible employees receive a competitive compensation package consisting of 3 weeks\xe2\x80\x99 vacation, 14 paid wellness days, company matching investment and savings programs, and 100% employer-paid group benefits, including a health care spending account.

Western Financial Group