Note: The job is a remote job and is open to candidates in USA. Western Financial Group is a Canadian company committed to community and purpose. They are seeking a Digital Insurance Advisor to support personal lines sales representatives, assist customers with their insurance needs, and drive sales through effective relationship management.
Responsibilities
- Assist our customers with their daily insurance needs via phone and by email and through our front-line sales team
- Support the Account Executive in the administration of placing new business insurance policies
- 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’s products, endorsements, packages and payment plans
Skills
- Experience supporting sales targets as an individual and as a team
- Well versed in navigating multiple computer programs at once
- General Level 1 is required
- Strong communication skills, both written and verbal
- Knowledge of each Insurance Company's products, endorsements, packages and payment plans
- Assist our customers with their daily insurance needs via phone and by email and through our front-line sales team
- Support the Account Executive in the administration of placing new business insurance policies
- 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
- General Level 2 License is preferred
- Preferred understanding of commercial policy wordings/coverage's
- Working experience in EPIC an asset
Benefits
- 14 Paid Wellness Days
- 3 weeks’ vacation
- Company matching savings programs
- 100% employer paid group benefits for eligible employees
Company Overview
Western Financial Group (Western) is a diversified insurance company serving more than 800,000 customers across Western Canada. It was founded in 1905, and is headquartered in High River, Alberta, CAN, with a workforce of 1001-5000 employees. Its website is http://www.westernfinancialgroup.ca/.