Job Description
Join Westland Insurance in Beaumont, AB as a Senior Insurance Advisor. This role emphasizes client service, mentorship, and complex insurance solutions.
As our Senior Insurance Advisor, you'll play a critical role in ensuring clients receive exceptional service and tailored recommendations. With over 2 years in the insurance industry and a Level 2 License, you'll also lead on complex cases while mentoring team members. Your proactive engagement will significantly impact our branch's growth and client retention strategies.
Key Responsibilities: • Provide exceptional service through phone, email, and face-to-face interactions • Recommend coverage options tailored to client needs • Oversee new business, renewals, and policy adjustments • Establish lasting client relationships through dedicated follow-up • Collaborate with colleagues to identify growth opportunities
Requirements: • Minimum of 2+ years in the insurance field with a Level 2 License • Strong skills ...
As our Senior Insurance Advisor, you'll play a critical role in ensuring clients receive exceptional service and tailored recommendations. With over 2 years in the insurance industry and a Level 2 License, you'll also lead on complex cases while mentoring team members. Your proactive engagement will significantly impact our branch's growth and client retention strategies.
Key Responsibilities: • Provide exceptional service through phone, email, and face-to-face interactions • Recommend coverage options tailored to client needs • Oversee new business, renewals, and policy adjustments • Establish lasting client relationships through dedicated follow-up • Collaborate with colleagues to identify growth opportunities
Requirements: • Minimum of 2+ years in the insurance field with a Level 2 License • Strong skills ...