Job Description
Note: The job is a remote job and is open to candidates in USA. Western Financial Group is a Canadian company committed to community and purpose. They are seeking a Digital Insurance Advisor to support personal lines sales representatives, assist customers with their insurance needs, and drive sales through effective relationship management. Responsibilities Assist our customers with their daily insurance needs via phone and by email and through our front-line sales team Support the Account Executive in the administration of placing new business insurance policies Manage queries 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 Knowledge of each Insurance Company’s products, endorsements, packages and payment plans Skills Experience supporting sales targets as an individual and as a team Well versed in navigating multiple computer programs at once General Level 1 is required Strong communication skills, both written and verbal Knowledge of each Insurance Company's products, endorsements, packages and payment plans Assist our customers with their daily insurance needs via phone and by email and through our front-line sales team Support the Account Executive in the administration of placing new business insurance policies Manage queries 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 General Level 2 License is preferred Preferred understanding of commercial policy wordings/coverage's Working experience in EPIC an asset Benefits 14 Paid Wellness Days 3 weeks’ vacation Company matching savings programs 100% employer paid group benefits for eligible employees Company Overview Western Financial Group (Western) is a diversified insurance company serving more than 800,000 customers across Western Canada. It was founded in 1905, and is headquartered in High River, Alberta, CAN, with a workforce of 1001-5000 employees. Its website is