Truthfulness Fairness Value Loyalty

As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can live confidently.

Team Lead - Insurance Broker

Your success stems from you partnering with the Branch Manager to develop and support an effective team of sales professionals. You have the opportunity to be part of a collaborative and motivated team who all contribute to the achievement of business goals and targets.

Here is what a typical day looks like

• Coach and mentor your team with the guidance and support of your manager
• Review office metrics with your manager to action data-driven decisions to foster growth
• Review client data entries, invoicing and coverage selection for compliance, utilizing the findings with your team in a coaching capacity
• Process changes to insurance policies and endorsements, while ensuring your teams client activities are dealt with effectively
• Conduct sales calls and up-sell products to new and existing clients, modelling best practices, to contribute to the growth of the business
• Remain up to date on product knowledge and build relationships with insurance providers

The value you bring

• General Insurance Level 1 License required
• Professional communication etiquette, both written and verbal
• History of leading by example when implementing initiatives and best practices
• Willingness to consider new perspectives, ability to pivot
• Demonstrate understanding of how daily tactics drive the broader business operations and align with long-term strategy
• Strong time-management and training skills in a deadline driven environment
• Involvement in industry related associations and your community

Hours: Full-time / 37.5 hour/week

Location: Okotoks, AB

Requisition #: 81198

Salary: ,000 - $75,000

What if I don't meet every requirement?

If you're excited about the role but your experience doesn't check every box - we still encourage you to apply. You may be the right person for this role - or we might have another that suits you even better!

At Western, we are dedicated to building a diverse, inclusive, and authentic workplace in the communities we work and live in If you have questions or require accommodation, please reach out to us .

Health and Wellness

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

For over 20 years, supporting our local communities has been a part of everything we do - it's engrained in our culture though the Western Financial Group Communities Foundation .

Please review the Internal Application Policy on WestConnect