Account Executive - Lethbridge, Canada - Western Financial Group

Western Financial Group Lethbridge, Canada

Found in: Talent CA C2 - 5 days ago

Description

Here is what a typical day looks like

Support new and existing customers by offering recommendations for products and services required

Promote retention of existing customers by building strong relationships and providing quality customer service

Navigate multiple insurance partner online portals to complete customer applications

Quote new business through outbound calls and walk-in clients

Communicate with insurance company Underwriters to ensure evolving guidelines are met

Prospect and up-sell to clients on all lines of business sold

Liaise between client and external insurance partners to ensure fair and proper representation for both parties

Continuous self-development, through industry and community involvement, and industry related courses

The value you bring

General Insurance Level 2 License required

Experience providing excellent customer service

Must be able to communicate professionally in person, over the phone, and through email

Experience managing a book of business or relatable work experience

A desire to learn new systems and processes

Strong problem-solving skills and the ability to adapt to different work environments

Passionate about helping people, self-driven, and determined to succeed

Hours: 37.5/ week

Location: Lethbridge, Alberta

Requisition #:79978

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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