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.
Account Executive
As an Account Executive with Western Financial Group, you will use your Commercial Insurance expertise to build and manage a book of business, ensuring your customers have the coverage they need.
This is a hybrid work opportunity.
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 is an asset
- 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 : Full-time / 37.5 hour / week
Location : Kamloops, BC
Requisition # : 81109
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.
Client Relationship Manager
Promote retention of existing customers by building strong relationships and providing quality customer service. Quote new business through outbound calls and walk-in clients. Prospect and up-sell to clients on all lines of business sold. Liaise between client and external insurance partners to ensu...
Private Client Relationship Manager
Develop and maintain a Private Client Banking book of business through an extensive network of business contacts; manage relationships with affluent clients, prospects, and introduction sources. Build client relationships utilizing methods outlined in our playbooks; responsible for relationship revi...
Customer Success Manager
While onboarding is managed by a separate team, the Customer Success Manager ensures that customers receive immediate value through the successful delivery of use cases defined during implementation. The Customer Success Manager is responsible for managing a portfolio of high-value enterprise and co...
Customer Success Manager
Being a natural rapport builder is going to hedge your bets of success (this DOESN’T mean you have to be an extrovert). Experience in client success and sales. ...
Project Manager
As the Project Manager, you will be responsible for mobilizing and managing restoration projects in areas affected by high-volume weather events, such as floods, fires, hurricanes, tornadoes, large losses and other storms. Work with the Production Manager to coordinate and arrange necessary resource...
S2425-218 - On-Call Administrative Assistant
We invite applications for the position of On-Call Administrative Assistant - Hornby Island. ...
Customer Service Representative- Work From Home
Handle incoming customer service calls. Accept customer calls and return customer. This position will work with multiple clients throughout the day providing outstanding service and product knowledge. Dispatch incoming customer phone calls. ...
Account Manager - Stapling & Energy.
The primary objective of the Associate Account Manager (AAM) role is to expand the sales of Medtronic products and to convert competitive products in a manner that complies with company policy and Medtronic's strategic direction. The AAM provides support and takes direction from the Account Manager ...
Account Manager
Extensive sales training and mentorship to get your foot in the door with software sales and/or level up your sales skills! . Sales Tech company that was founded in 2006 and was created to help clients increase sales revenue and profitability while providing world-class customer service. Collab...
office manager
Delegate work to office support staff. Co-ordinate and plan for office services such as accommodation, relocation, equipment, supplies, forms, disposal of assets, parking, maintenance and security services. Oversee and co-ordinate office administrative procedures. ...