• Job Description

  Req#: 80508

  Truthfulness | Fairness | Value | Loyalty

  As one of Canada's largest insurance brokerages, Western has more than 220 locations across the country. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. By delivering the right insurance solution at every opportunity, our team of experts helps customers 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
  • Managing and executing the New Group enrollment process
  • 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

  • Experience working from a desktop computer and navigating web-based platforms
  • Experience providing an exceptional client experience
  • The ability to communicate professionally in person, over the phone, and through email
  • A desire to learn our systems and processes.
  • The ability to gauge new opportunities through consistently executed client connections
  • A particular focus on building relationships, understanding customer needs, and providing targeted solutions.
  • LLQP license required

  Hours: Full Time – 37.5 hours/week

  Location: Winnipeg, MB (Hybrid)

  Requisition #: 80508

  Western Financial Group – Top 100 Canadian Employer

  Our people make us who we are and we’re thankful to have been recognized as a Top Employer across Canada! We are looking for great people who share our values and want to share their unique skills with us. Western is on a mission to exceed customer expectations, and that starts with our people. Would you like to be part of our story?

  As one of Canada's top insurance broker, Western creates security and has provided customized insurance solutions to over 1 million Canadians. For over a century, we've secured our neighbours' future by staying true to our Guiding Principles of Truthfulness, Fairness, Value, and Loyalty.

  Health & Wellness

  At Western 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, paid personal days, paid wellness days, company matching investment and savings programs, and 100% employer-paid group benefits, including a health care spending account.

• About the company

  This is the authority account for Western Financial Group Corporate Head Office and Insurance Brokerage Network. We are located in 116 communities across Western Canada.

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