Insurance Advisor

Western Financial Group

📍 Strathmore, Alberta, Canada

Full-time Sales Representatives, Services

Job Description

Here is what a typical day looks like


  • You will support customers with policy inquiries, changes, and updates via phone, in-person, and email 



  • Every day you will assist customers with their home and auto insurance needs, providing guidance and support throughout their policy lifecycle 



  • You will maintain accurate and up-to-date client records, ensuring all documentation and transactions are completed efficiently 



  • Process policy renewals, endorsements, cancellations, and follow-ups in a timely manner 



  • Provide administrative support by managing customer requests, documentation, and internal workflows 



  • Follow up on client accounts to resolve outstanding items and ensure a seamless customer experience 



  • Collaborate with team members to ensure service standards are met and branch operations run smoothly