Insurance Team Lead

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 Team Lead Your success stems from you partnering with the Branch Manager to develop and support an effective team of sales professionals. You have the opportunity to be part of a collaborative and motivated team who all contribute to the achievement of business goals and targets. 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 best practices when implementing initiatives 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 Role Details Hours/Duration: 37.5 hours per week Location: Mill Bay, BC Current Vacancy: Yes Requisition #: 83074 Compensation Range: $60,000 - $75,000 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 (nonAI), 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.

Partner with the Branch Manager to coach and mentor a team of sales professionals to achieve business goals. Manage insurance policy changes, ensure compliance in client data entries, and conduct sales calls to grow the business.

A General Insurance Level 2 License is required. Candidates should have a history of implementing best practices, strong time-management skills, and professional communication etiquette.

• 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.

• Coaching
• Mentoring
• Compliance Review
• Insurance Policy Processing
• Sales
• Up-selling
• Relationship Building
• Time Management
• Training
• Professional Communication

• Management & Leadership
• Finance & Accounting
• Sales
• Customer Service & Support

Formation minimale

Diplôme professionnel

Expérience minimale

5+ ans

Postuler avant le

27 août 2026

Langue de l’offre

anglais

Heures de travail

38 heures par semaine

Niveau d’expérience

Mid-Senior level