About this role
As a Senior Insurance Advisor, you promote and educate clients on a wide range of insurance products, take ownership of client relationships, and help us grow our presence and profile in the local community. You'll also serve as a senior resource within the branch, managing more complex insurance cases while supporting the development of team members.
Why well love You
Minimum 2+ years of insurance industry experience, supported by a Level 2 License and progress toward your CAIB and/or CIP designation (financial support provided!)
Strong technical knowledge and confidence handling more complex client needs, with the ability to provide tailored coverage recommendations
A proven ability to build lastingclient relationships, deliver exceptional service, and identify opportunities to grow and retain business
Highly organized with strong attention to detail, allowing you to effectively manage competing priorities while maintaining accuracy
A collaborative mindset with a passion for sharing knowledge, mentoring others, and contributing to team success
Professional, solutions-focused, and an effective communicator who demonstrates sound judgment and integrity in every client interaction
Once here, you'll
Deliver exceptional client service while representing Westland Insurance professionally across phone, email, and in-person interactions
Assess client needs and provide knowledgeable recommendations across personal lines to ensure the right coverage and protection
Manage new business, renewals, underwriting, and policy changes while handling more complex insurance cases with accuracy and attention to detail
Build lasting client relationships by providing proactive support throughout the customer journey, including renewals, claims assistance, and follow-up communication
Contribute to business growth by identifying sales opportunities in addition to cross-selling and up-selling products
Requirements
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