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Team Lead
Team LeadWestern Financial Group • Cranbrook, British Columbia, CA
Team Lead

Team Lead

Western Financial Group • Cranbrook, British Columbia, CA
30+ days ago
Job type
  • Full-time
  • Permanent
Job description

Here is what a typical day looks like

  • Coach and mentor your team with the guidance and support of your manager
  • Review client data entries, invoicing and coverage selection for compliance
  • Process changes to insurance policies and endorsements, while ensuring your teams client activities are dealt with effectively
  • Conduct sales calls and up-sell products to new and existing clients to contribute to the growth of the business
  • Remain up to date on product knowledge and build relationships with insurance providers
  • Continue self-development through industry and community involvement, training and other courses

The value you bring

  • General Insurance Level 2 License required
  • History of modeling the way when implementing initiatives and best practices
  • Strong time-management and training skills in a deadline driven environment
  • Involvement in industry related associations and your community
  • Professional communication etiquette, both written and verbal
  • Hours : Full-time, permanent - 37.5 hours / week

    Location : Cranbrook, BC

    Salary Range : $61,000 - $71,000

    Requisition # : 82383

    Candidates must be able to work Tuesday to Saturday as part of the regular schedule

    At Western, we prioritize the well-being of our employees and are committed to fostering an inclusive environment that values diversity within our communities. We strive to create a workplace that is accessible, equitable, and supportive, ensuring that all team members feel valued and can thrive in their roles. As an equal opportunity employer, we welcome applicants from all backgrounds, and we encourage individuals to apply even if their experience does not fully meet all the criteria listed.

    If you need assistance or have questions about requesting reasonable accommodation, please feel free to reach out to us at any time during the hiring process by contacting our Talent Acquisition team at talent.acquisition@westernfg.ca or reviewing Careers Page on our website.

    We value our employees and offer programs that enhance their lives. Eligible employees receive 3 weeks' vacation, 14 wellness days, company matching investment and savings programs, and 100% employer-paid group benefits.

    For over 20 years, community support has been integral to our culture through the Western Financial Group Communities Foundation.

    Note : Please review the Internal Application Policy on WestConnect

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    Team Lead • Cranbrook, British Columbia, CA

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