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Commercial Insurance Advisor

Company

Western Financial Group

Location

Winnipeg, Manitoba

Type

Full-time

Here is what a typical day looks like


  • Follow up on all client accounts to resolve outstanding activities

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

  • Review client data entries, invoicing and coverage selection for compliance

  • Complete certificate issuance for new business and renewal clients

  • Process changes to insurance policies and endorsements

  • Assist with the administration of the commercial book of business accurately and efficiently

  • Conduct sales calls and up-sell products to new and existing clients to contribute to the growth of the business

  • Continue self-development through industry and community involvement, training and other courses
  • The value you bring

  • General Insurance Level 1 License and Commercial Lines experience required

  • Experience achieving sales targets individually and as a team
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