Job Description / Duties

The Opportunity:



The Insurance Advisor Trainee processes auto and travel health insurance transactions, while under supervision. Is committed to developing a career in the insurance industry and is open to learning from others. This role makes a positive impression by anticipating and interpreting customers’ needs while taking initiative to provide competent service.



In this role you’ll:

Handle customer service inquiries which are basic and routine
Engage with clients, greet them as they enter the office, answer client phone calls and make outgoing phone calls regarding the renewal of insurance policies
Maintain positive customer relations and responds to problems and enquiries
Use computerized system for tracking, information gathering, and/or trouble shooting
May respond to inquiries by referring them to published materials, secondary sources, or more senior staff
Autopac Transactions including purchasing, transferring, and terminating coverage
Under observation, conducts interviews and enters information in the system for the client
Actively work to upgrade skills, knowledge, and qualifications to acquire the level 1 general insurance license within an established timeframe (Financial Support Provided)

Qualifications / Required Skills

Here’s what you bring:

Demonstrated experience in a sales or customer service environment
High school diploma, plus one year of formal education is preferred
Working towards Level 1 Insurance license is an asset (Financial Support Provided)
A natural ability at building authentic customer relationships
Excellent time management skills and the ability to multi-task
Demonstrated ability to maintain confidentiality and to exercise discretion

Additional Information

What we offer:

Competitive salary [add commission or bonus if applicable]
Comprehensive medical and dental benefits
Diverse mix of staff and demonstrated work/life balance
Career growth opportunities and continuing education programs

Contact Information

please contact Shaelene Kihn at SKihn@westlandinsurance.ca

Employer Profile

Westland Insurance Group Ltd has an exciting opportunity for a Insurance Advisor Trainee in Winnipeg at our 1439 Henderson Highway office. Do you love to provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded individual who is focused on growing their career in insurance.