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    Team Lead - Kelowna, Canada - Western Financial Group

    Western Financial Group
    Western Financial Group Kelowna, Canada

    2 weeks ago

    Default job background
    Description

    Here is what a typical day looks like

  • Coach and mentor your team with the guidance and support of your manager
  • Review client data entries, invoicing and coverage selection for compliance
  • Process changes to insurance policies and endorsements, while ensuring your teams client activities are dealt with effectively
  • Conduct sales calls and up-sell products to new and existing clients to contribute to the growth of the business
  • Remain up to date on product knowledge and build relationships with insurance providers
  • Continue self-development through industry and community involvement, training and other courses

    • The value you bring

  • General Insurance Level 2 License required
  • History of modeling the way when implementing initiatives and best practices
  • Strong time-management and training skills in a deadline driven environment
  • Involvement in industry related associations and your community
  • Professional communication etiquette, both written and verbal

    • Hours: Full-time / 37.5 hour/week (18 month contract)

    Location: Kelowna, BC

    Compensation Range: $46,000 - $69,000

    Requisition #: 80270

    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.

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