Insurance Account Executive

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.

Employee Benefits Insurance Advisor

As an Insurance Advisor- Employee Benefits Service Centre with Western Financial Group, you will be responsible for managing an assigned portfolio of employee benefit clients. You will provide ongoing support for existing client 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

• Analyzing clients' risks and exposures, providing options and solutions for their consideration and cross-selling Western Financial Group products
• Providing a detailed action plan to the Manager, Employee Benefits Service Centre for all groups in retention scenarios
• Managing and executing the New Group enrollment process
• Executing program renewal processes, including negotiating rates and acceptance of renewal terms; proposing coverage changes; and developing retention strategies for at-risk accounts
• Updating systems with New Group information, client communications and plan changes
• Reviewing new business applications, preparing enrolment packages and following up with clients to obtain missing information

The value you bring

• LLQP License required
• Experience working from a desktop computer and navigating web-based platforms
• Experience providing an exceptional client experience
• The ability to communicate professionally in person, over the phone, and through email
• A desire to learn our systems and processes.
• The ability to gauge new opportunities through consistently executed client connections
• A particular focus on building relationships, understanding customer needs, and providing targeted solutions.

Hours: 37.5 hours/week

Location: Winnipeg, MB (Hybrid)

Salary Range: $45,000 - $67,000

Requisition #: 81111

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.