Insurance Advisor

We are one of Canada’s 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

• Assist our customers with their daily insurance needs via phone, in person and by email and through our front-line sales team.
• 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’s 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’s
• Strong communication skills, both written and verbal
• Working experience in EPIC an asset

Hours: Full Time – 37.5 hours/week

Location: Kelowna, BC

Requisition #: 79686

Western Financial Group – Top 100 Canadian Employer

Our people make us who we are and we’re 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’s lives – after all, they are our greatest asset!  Eligible employees receive a competitive compensation package consisting of 3 weeks’ vacation, 14 paid wellness days, company matching investment and savings programs, and 100% employer-paid group benefits, including a health care spending account.