- 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 - Cranbrook, Canada - Western Coast Insurance Services
Description
Truthfulness | Fairness | Value | Loyalty
As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can live confidently.
Commercial Insurance Broker
As part of the new Western Express Business (WEB) team, you will be part of a team of Commercial Insurance Advisors managing a national book of small business accounts. You will report to the Manager, Western Express Business and have the opportunity to offer this new and dynamic service for our clients under a specified premium threshold.
Here is what a typical day looks like
The value you bring
Hours: Full Time – 37.5 hours/week
Location: Hybrid opportunities within Cranbrook, BC
Salary: $45,000 - $67,000
Requisition #: 80525
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, .
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
