- Follow up on all client accounts to resolve outstanding activities
- Remain up to date on product knowledge and build relationships with insurance providers
- Review client data entries, invoicing and coverage selection for compliance
- Complete certificate issuance for new business and renewal clients
- Process changes to insurance policies and endorsements
- Assist with the administration of the commercial book of business accurately and efficiently
- Conduct sales calls and up-sell products to new and existing clients to contribute to the growth of the business
- Continue self-development through industry and community involvement, training and other courses
- General Insurance Level 1 License is required, Level 2 is an asset
- Experience achieving sales targets individually and as a team
- Well versed in navigating multiple computer programs as once
- Involvement in industry related associations and your community
- Preferred understanding of policy wordings/coverage's
- Strong sales and communication skills
- Working experience in EPIC an asset
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Insurance Advisor - Winnipeg, Canada - Western Financial Group
Description
Here is what a typical day looks like
The value you bring
Hours: Full Time – 37.5 hours/week
Location: Hybrid opportunities within Winnipeg, MB
Salary: $45,000 - $67,000
Requisition #: 80538
What if I don't meet every requirement?
If you're excited about the role but your experience doesn't check every box – we still encourage you to apply. You may be the right person for this role – or we might have another that suits you even better
At Western, we are dedicated to building a diverse, inclusive, and authentic workplace in the communities we work and live in If you have questions or require accommodation, please reach out to us.
Health and Wellness
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 wellness days, company matching investment and savings programs, and 100% employer-paid group benefits, including a health care spending account.
For over 20 years, supporting our local communities has been a part of everything we do – it's engrained in our culture though the Western Financial Group Communities Foundation.
