Insurance Advisor

Kelowna, BC, Canada

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?

Insurance Advisor

As Insurance Advisor, you are a key player in supporting our commercial lines sales representatives and driving sales. Every day you will be build lasting relationships with our customers, both internal and external.

Here is what a typical day looks like

  • Support the Account Executive in the administration of their commercial book of business
  • Manage queries 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
  • Knowledge of each Insurance Company\xe2\x80\x99s products, endorsements, packages and payment plans
The value you bring
  • Experience supporting sales targets as an individual and as a team
  • Well versed in navigating multiple computer programs as once
  • General Insurance Level 1 is required, General Level 2 License is preferred
  • Opportunity to be involved in industry related associations and your community
  • Preferred understanding of commercial policy wordings/coverage\xe2\x80\x99s
  • Strong communication skills, both written and verbal
  • Working experience in EPIC an asset
Hours: Full Time \xe2\x80\x93 37.5 hours/week

Location: Kelowna, BC

Requisition #: 79686

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

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Job Detail

  • Job Id
    JD2241954
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Kelowna, BC, Canada
  • Education
    Not mentioned