Remote Insurance Advisor at Western Financial (New Brunswick)

Remote Insurance Advisor at Western Financial (New Brunswick)

03 Oct
|
Western Financial Group
|
New Brunswick

03 Oct

Western Financial Group

New Brunswick

Enhance your career as a Remote Insurance Advisor with Western Financial Group in Calgary, Alberta. Focus on customer service and retention while managing a portfolio of personal lines.

In this full time remote role, you'll service a large book of business and prioritize excellent customer support. Your day involves answering inquiries, processing policy changes, and optimizing sales opportunities. Aiming for one-touch resolution will be key to your success in this position.

Key Responsibilities:
• Process policy changes and endorsements efficiently
• Manage incoming calls to maintain low wait times
• Strive for one-touch resolution for customer inquiries
• Optimize sales opportunities during each call
• Make outbound calls for policy renewals and reviews

Requirements:
• Level 2 General Insurance License; RIBO is a plus
• 2-3 years in sales or customer service roles
• Experience in insurance or call centers preferred
• Strong phone etiquette and rapport-building skills
• Ability to quickly retrieve customer data

Contribute to a people-first culture while delivering exceptional service in your remote insurance role.
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📌 Remote Insurance Advisor at Western Financial (New Brunswick)
🏢 Western Financial Group
📍 New Brunswick

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