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Commercial Insurance Advisor - Western Financial Group

Province: Winnipeg, Manitoba
Position: Commercial Insurance Advisor
Deadline: August 26, 2022
Posted: July 26, 2022

Job Description / Duties


Provide our clients the coverage they need by building strong business relationships.

As Commercial Insurance Advisor, you are a key player in supporting our commercial lines sales representatives and driving sales. Every day you will be build lasting relationships with our customers, both internal and external.


Assist our customers with their daily insurance needs via phone, in person and by email and through our front-line sales team.
Support the Account Executive in the administration of their commercial book of business
Manage queries and up-selling of products to new and existing clients
Follow up on all client accounts to resolve outstanding activities
Remain up to date on product knowledge and build relationships with insurance providers
Continue self-development through industry and training and other courses
Knowledge of each Insurance Company’s products, endorsements, packages and payment plans

Our Team Environment

Recognized as a Top 70 Employer and Top broker, Western creates space for our people to grow and learn. We empower all our team members to challenge the status quo and reward them for their performance. If you share our values, you'll find a home among our 1,800+ team members.

Qualifications / Required Skills

Experience supporting sales targets as an individual and as a team
Well versed in navigating multiple computer programs as once
General Insurance Level 2 License is preferred
Opportunity to be involved in industry related associations and your community
Preferred understanding of commercial policy wordings/coverage’s
Strong communication skills, both written and verbal
Working experience in EPIC an asset

Your safety is our top priority. In accordance with Canadian Health Authority recommendations we have taken steps to ensure the safety of all employees working in our branch offices. Currently, our work environments may look different than usual, however we are committed to supporting our clients and the communities in which we operate.

Hours: Full Time – 37.5 hours/week

Location: Open to Branch locations in Manitoba, may consider Hybrid possibility depending on location, Supporting MB sales

Requisition #: 76615

Additional Information

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

Contact Information

Employer Profile

Western Financial Group – Top 100 Canadian Employer

We are one of Canada’s Top Employers, Join Us

As one of Canada's top insurance broker, Western creates security and provides customized insurance solutions to over 1 million Canadians. For over a century, we've secured our neighbours' future by building enduring relationships and staying true to our Guiding Principles and customer-centric values.