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Customer Service Representative, Insurance

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Job Order #: 5242641

Employer Name:
Western Financial Group
Posted Date:
# of Positions:
Employment Terms:
Full/Part Time
Grade 12 Adult Program
3-5 Years
How to Apply?:
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Employer Name:
Western Financial Group

Employer Address:
1010 24 ST SE
T1V 2A7

Contact Email:

Employer Website:


Customer Service Representatives - Insurance- Full time and Part time Positions

Wolseley and Glenavon, SK

About Us
Western Financial Group is the largest property and casualty brokerage in western Canada. Including our affiliated offices, we provide auto, home, farm and business insurance to residents of 90+ communities through over 100 local offices across British Columbia, Alberta, Saskatchewan and Manitoba. In most locations we also offer life insurance products, travel insurance, some investment services, and deposit and loan services such as the purchase of GICs, as well as personal and commercial mortgages and loans.

About The Opportunity

Our offices in Wolseley and Glenavon, are looking for a equally minded, competitive, team work oriented individuals to join this busy office.

The responsibilities in this role are:

Promote cross-selling of Western Financial Group products
Maintaining clients files
Preparing renewal letters for licensed agents review and signatures
Ensuring invoicing is entered correctly into computer system
Arranging premium financing
Maintaining internal reporting requirements
Collecting client receivables
Other related duties as assigned

We are seeking the following experience, skills, and capabilities:

Strong MS-Office skills
Experience with TAM (The Agency Manager) is considered a strong asset
General Insurance Level 1 a strong asset but will train the right individuals
Excellent customer service, communication and organizational skills
Insurance industry experience an asset
Attention to detail

We Offer
Western Financial Group offers robust compensation and benefits packages including:

Competitive salaries
Group health and dental benefits plan 100% paid by Western Financial Group
Minimum 3 week vacation, personal days & sick days
Training and development opportunities
Employer matched RSP program and Employee Share Ownership Plan
Much more!


Skills and Abilities

Security and Safety
 - Basic security clearance
Work Setting
 - Financial services
 - Insurance
Essential Skills
 - Continuous learning
 - Computer use
 - Finding information
 - Critical thinking
 - Decision making
 - Working with others
 - Document use
Specific Skills
 - Perform general office duties
 - Answer inquiries and provide information to customers
 - Arrange for refunds and credits
 - Arrange for billing for services
 - Explain the type and cost of services offered
 - Issue receipts and other forms
 - Receive payments
 - Receive credit and employment applications
 - Access and process information
Business Equipment and Computer Applications
 - General office equipment
Credentials (certificates, licences, memberships, courses, etc.)
 - Not applicable
 - Not required


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