Insurance Advisor

Proudly Canadian. Driven by Purpose. Rooted in Care. Join a national team where people, purpose, and community come first. Western Financial Group was named a 2025 Top Insurance Employer by Insurance Business Canada and is home to more than 2,300 team members supporting over one million customers across 200+ locations across Canada. Insurance Advisor – Brooks Here Is What a Typical Day Looks Like Follow up on 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. Build and maintain strong customer relationships while helping to meet insurance sales targets. Conduct proactive account touchpoints and timely renewal calls for existing clients. Learn the fundamentals of account management and client retention strategies. The value you bring Prior insurance experience an asset General Level 1 License required (or willingness to obtain in next 3 months). Strong communication skills—professional, clear, and confident across phone, email, and in-person interactions. Ability to navigate multiple computer programs; EPIC experience required. Previous experience achieving team targets in a similar or comparable role is an advantage. Role Details Hours: Full-time 37.5 hours per week Location: Brooks, Alberta Compensation Range: $51,000 - $61,000 Requisition #: 83112 Current Vacancy: Yes Why Western? Western’s people‑first culture, grounded in our guiding principles of Truthfulness, Fairness, Value, and Loyalty, is recognized across Canada and strengthened by our commitment to wellness, flexibility, and meaningful community impact. Highlights Include 14 Paid Wellness Days, 3 weeks’ vacation, company‑matching savings programs, and 100% employer‑paid group benefits for eligible employees Over 1,500 volunteer hours supporting 160+ charities in 2024–2025 through the Western Financial Group Communities Foundation. Our Commitment to Inclusion: At Western, we strive to create an accessible, equitable, and inclusive workplace where everyone feels valued and can thrive. As an equal opportunity employer, we encourage applicants of all backgrounds to apply, even if your experience doesn’t perfectly match every qualification. If you need assistance or an accommodation during the hiring process, please contact talent.acquisition@westernfg.ca or visit our Careers page. Our Human‑First Hiring Approach: We do not use artificial intelligence to screen, assess, or select applicants. All applications are personally reviewed by Western’s Talent Acquisition Consultants. As part of our hiring process, we use standardized, scientifically validated skills assessments (non‑AI), and all results are reviewed by our hiring team. Ready to Apply? If making a meaningful impact in your community and growing your career in a supportive, purpose‑driven environment excite you, we’d love to hear from you.

The role involves managing client accounts, processing insurance policy changes, and issuing certificates for new and renewal business. The advisor is also responsible for maintaining strong customer relationships and meeting insurance sales targets.

Candidates must have a General Level 1 License or be willing to obtain one within three months, and experience with EPIC software is required. Strong communication skills and a track record of achieving team targets are highly valued.

• 14 Paid Wellness Days • 3 weeks vacation • Company-matching savings programs • 100% employer-paid group benefits

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Insurance Sales
• Account Management
• Client Retention
• EPIC Software
• Communication Skills
• Compliance Review
• Policy Processing
• Customer Relationship Management

• Sales
• Finance & Accounting
• Customer Service & Support

Formation minimale

Diplôme professionnel

Expérience minimale

0+ ans

Postuler avant le

5 sept. 2026

Langue de l’offre

anglais

Heures de travail

38 heures par semaine

Niveau d’expérience

Entry level