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.
Financial Services Specialist - Life
The Financial Services department provides full cycle service to support the Business sales representatives in order to successfully place Life and A&S business.
Here is what a typical day looks like
- Partnering with Account Executives in supporting business development through the mining of current BOBs to identify conversion and re-write opportunities including review calls with clients
- Facilitating weekly calls with new Financial Services Account Executives to provide training and support on insurance company products, and compliance on company and Carrier processes
- Managing and responding to service requests by Account Executives and clients within timeframe and according to company policies and procedures
- Liaising with Compliance team on changes to industry requirements from CLHIA, Insurance Councils and insurance companies
- Participating in all annual / bi-annual client review calls
- Initiating assignment and changes of all Financial Services Account Executives with contracts and transfers of business via Agents of Record
- Aiding in BOB clean-up and supporting special projects
The value you bring
- 2+ years of customer support and sales experience required
- Life & A&S License Required
- Prior experience in the Insurance Industry is an asset
- Strong attention to detail and problem-solving skills
Hours : Full Time - 37.5 hours / week
Location : Remote - BC
Salary Range : $50,000 - 69,000
Requisition # : 81067
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, .
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
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