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 effective 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.

📌 Digital Sales Operations Specialist (Surrey)
🏢 Westland Insurance Group
📍 Surrey