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Account Executive

    Account Executive - Strathmore, Canada - Western Financial Group

    Western Financial Group
    Western Financial Group Strathmore, Canada

    1 week ago

    Default job background
    Description

    Here is what a typical day looks like

  • Provide advice to clients on all areas of Commercial insurance
  • Conducting sales calls to provided leads for new online business quotes ensuring accurate data, coverage amounts and endorsements
  • Promote retention of existing customers by building strong relationships and providing quality customer service
  • Navigate multiple insurance partner online portals to complete customer applications
  • Meet and exceed sales and retention targets
  • Communicate with insurance company Underwriters to ensure evolving guidelines are met
  • 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 and insurance industry knowledge is an asset – if unlicensed, we would train the right candidate and Level 2 license would need to be obtained within three months
  • Experience providing excellent customer service
  • The ability 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 our systems and processes. If you don't know something, ask
  • Strong problem-solving skills and the ability to adapt in the face of adversity
  • Passionate about helping people, self-driven, and determined to succeed

    • Hours: 37.5 / week

    Location: Strathmore, Alberta

    Requisition #: 80367

    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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