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Are you motivated by sales goals and incentives?
Do you enjoy identifying and generating new sales opportunities?
Account Executive – Personal Lines
As an Account Executive with Western Financial Group, you will use your Personal Lines Insurance expertise to manage a book of business, ensuring your customers have the coverage they need. This is a remote work from home opportunity.
Here is what a typical day looks like
Provide advice to clients on all areas of Personal Lines 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: Full Time, 37.5 horus per week
Location: Remote Options Available
Requisition #: 74562
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 broker, 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 and 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
