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Join to apply for the Insurance Advisor role at Western Financial Group

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Join to apply for the Insurance Advisor role at Western Financial Group

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.

Insurance Advisor - Employee Benefits Service Centre

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
• Aligned with defined targets, engage in ongoing client connections by supporting plan administrators in the daily administration of benefit programs, with a strong emphasis on Know Your Client (KYC) practices, to enhance service quality and client satisfaction
• 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

Hours : 37.5 hours / week

Location : Winnipeg, MB (Hybrid)

Salary Range : $46,000 - $65,000

Requisition # : 81936

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.

Seniority level

Seniority level

Entry level

Employment type

Employment type

Full-time

Job function

Job function

Sales and Business Development

Industries

Insurance

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