09 Nov
|
Westland Insurance Group
|
British Columbia
09 Nov
Westland Insurance Group
British Columbia
Support Personal Lines Digital Sales with file quality and reporting at Westland Insurance’s hybrid Surrey, BC Head Office role.
As a Digital Sales Operations Specialist, you’ll support advisors and leaders across British Columbia, Alberta, and the Prairies. The work combines administration, analytics, systems support, and operational improvement. You’ll help maintain accurate client and policy information while enabling an productive digital sales experience.
Key Responsibilities: Review files for accuracy, completeness, and documentation quality
Conduct audits supporting standards, requirements, and regulatory compliance
Prepare operational reports and support new business processing
Coordinate requests, inquiries, tracking, and follow-through
Support systems, troubleshooting,
testing, training, and process improvements
Requirements: Three to five years’ Personal Lines insurance experience
Knowledge of policy documentation and new business workflows
Highly organized, detail-oriented approach managing multiple priorities
Experience reviewing files and identifying documentation gaps
Comfort with Acturis, Salesforce, Genesys, or similar tools
Apply Personal Lines insurance, analytical, and administrative skills to strengthen Westland’s Digital Sales operations across Western Canada.
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📌 Digital Sales Operations Specialist (British Columbia)
🏢 Westland Insurance Group
📍 British Columbia