Client Relationship Manager at western financial
Tri-City, OR
About the Job
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.
Account Executive
As an Account Executive you will use your insurance expertise to manage a book of business and ensure customers have the coverage they need.
Here is what a typical day looks like
Location: Halifax Regional Area/ New Brunswick - Hybrid/Remote
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.
#Tier1
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.
Account Executive
As an Account Executive you will use your insurance expertise to manage a book of business and ensure customers have the coverage they need.
Here is what a typical day looks like
- Support new and existing customers by offering recommendations for products and services required
- Promote retention of existing customers by building strong relationships and providing quality customer service
- Navigate multiple insurance partner online portals to complete customer applications
- Quote new business through outbound calls and walk-in clients
- Communicate with insurance company Underwriters to ensure evolving guidelines are met
- Prospect and up-sell to clients on all lines of business sold
- Liaise between client and external insurance partners to ensure fair and proper representation for both parties
- Continuous self-development, through industry and community involvement, and industry related courses
- L1 License required
- Bi-lingual French - a strong asset
- Experience providing excellent customer service
- Must be able to communicate professionally in person, over the phone, and through email
- Experience managing a book of business or relatable work experience
- A desire to learn new systems and processes
- Strong problem-solving skills and the ability to adapt to different work environments
- Passionate about helping people, self-driven, and determined to succeed
Location: Halifax Regional Area/ New Brunswick - Hybrid/Remote
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.
#Tier1