Insurance Advisor, Employee Benefits - Winnipeg, Canada - Western Financial Group

Sophia Lee

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Sophia Lee

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Description

Western Financial Group is one of Canada's Top 100 Employer's:

We're looking for someone who can provide excellent client service to maximize retention rates on a portfolio of group and individual Employee Benefits Insurance policies.

We'll need someone who can proactively develop relationships with prospects and clients to foster growth and retention


Insurance Advisor - Employee Benefits Service Center
In this role you will be responsible for managing an assigned portfolio of employee benefit clients. You will provide ongoing support for existing clients and build your portfolio with the addition of new policies. You will be responsible for providing exceptional customer service to our external clients and internal partners.


Here is what a typical day looks like

  • Track and document client interactions based on identified KPI's
  • Promote Western's individual and group products to existing Western Business Insurance (WBI) clients to drive revenue growth
  • Perform prospecting calls to existing WBI clients and their employees to sell Individual insurance products
  • Sell Western's individual and group products to internal and external clients to drive revenue growth for Employee Benefits and Life Insurance products
  • Respond to salesrelated inquiries about Individual insurance products, including Life, Critical Illness and Disability

The value you bring

  • LLQP License is considered an asset; requirement to obtain within 3 months
  • Experience with Benefit administration and Relationship management. Previous experience working for a Third-Party administrator (TPA) considered an asset
  • Postsecondary education or equivalent combination of education and salesrelated experience

Location:
Winnipeg, MB (Hybrid / Empress Location)

Hours:37.5 hours/week


Requisition #:

Role Level:
S4


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.


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