Western Financial Group Hiring for Customer Service Associate at Lake Country, BC Full Time

Looking to work with a high performing team to provide our clients the coverage they need by building strong business relationships and delivering excellent service?

CUSTOMER SERVICE ASSOCIATE – Insurance

As an Insurance Advisor you are responsible for meeting sales targets through quotes and by referring new business. Every day you will be build lasting relationships with your customers, helping to protect what matters most to them.

Here is what a typical day looks like

Assist customers with their daily insurance needs via phone, in person and by email

Provide quotes and sell new policies to customers

Manage walk-in queries, sales and up-selling of products to new and existing clients

Follow up on all client accounts to resolve outstanding activities

Remain up to date on product knowledge and build relationships with insurance providers

Continue self-development through industry and training and other courses

Generate leads through community involvement and events

Knowledge of each Insurance Company’s products, endorsements, packages and payment plans

Conduct sales calls for new business and making timely renewal calls for existing customer business

The value you bring

Experience achieving sales targets individual and as a team

Well versed in navigating multiple computer programs at once

General Level 1 Insurance License an asset, we will train you!

Strong sales and communication skills

Working experience in EPIC an asset

Hours: Full Time – 37.5 hours/week

Location: Lake Country, BC

Requisition #: 73641

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.