Insurance Advisor Trainee (Equest)

Insurance Advisor Trainee

Abbotsford (Clayburn Plaza), BC, 3033 Immel Street #120, Abbotsford, British Columbia, Canada Req #1109

Wednesday, September 28, 2022

Westland Insurance Group Ltd has an exciting opportunity for a Insurance Advisor Trainee in Abbotsford, BC at our Clayburn Plaza office. Do you love to provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded individual who is focused on growing their career in insurance.

What We Offer

• Diverse mix of staff and demonstrated work/life balance
• Comprehensive medical and dental benefits
• Competitive salary
• Career growth opportunities and continuing education programs

The Opportunity

The Insurance Advisor Trainee processes auto and travel health insurance transactions, while under supervision. Is committed to developing a career in the insurance industry and is open to learning from others. This role makes a positive impression by anticipating and interpreting customers' needs while taking initiative to provide competent service.

In This Role You'll

• Use computerized system for tracking, information gathering, and/or trouble shooting
• Maintain positive customer relations and responds to problems and enquiries
• May respond to inquiries by referring them to published materials, secondary sources, or more senior staff
• Under observation, conducts interviews and enters information in the system for the client
• Engage with clients, greet them as they enter the office, answer client phone calls and make outgoing phone calls regarding the renewal of insurance policies
• Shadow an experienced Insurance Advisor in processing clients' ICBC Autoplan/auto transactions including purchasing, transferring, and terminating coverage
• Actively work to upgrade skills, knowledge, and qualifications to acquire the level 1 general insurance license within an established timeframe (Financial Support Provided)
• Handle customer service inquiries which are basic and routine

Here's What You Bring

• Working towards Level 1 Insurance license is an asset (Financial Support Provided)
• A natural ability at building authentic customer relationships
• Demonstrated experience in a sales or customer service environment
• Excellent time management skills and the ability to multi-task
• Demonstrated ability to maintain confidentiality and to exercise discretion
• High school diploma, plus one year of formal education is preferred

You belong here

We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.

At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.

If you require a disability-related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [email protected]

Apply Now

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• Abbotsford (Clayburn Plaza), BC, 3033 Immel Street #120, Abbotsford, British Columbia, Canada

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