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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

• Excellent decision-making skills and strong product knowledge
• Support timely re-quoting and re-marketing as required by the Account Executive and client needs prior to renewal date

• 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
  • Results focused prioritizing sales team support
  • Excellent verbal and written communication skills
  • Life Insurance License – LLQP required to obtain within 90 days

  Hours: Full Time – 37.5 hours/week

  Location: Brandon, MB

  Requisition #: 79805 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 brokers, 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.

• Facilitate post-sale administrative revisions to policy documents
• Act as Subject Matter Expert to ensure accuracy in applications, accounts, and policies and mitigate risk of Errors & Omissions
• Develop and continually improve skills in sales and product competencies to best support both Account Executives and customers
• Excellent verbal and written communication skills
• 3+ Years insurance experience with account management
• Excellent attention to detail and strong customer service skills
• Answer existing client queries and communicate with insurance companies and underwriters
• Provide accurate and timely processing of customer documentation, queries, carrier communications, and file follow ups.
• Results focused prioritizing sales team support
• Life Insurance License – LLQP required to obtain within 90 days
• Support high producing Account Executives by completing the application and underwriting process, and maintaining continual sales growth and client retention