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New Business Associate - BMO Insurance
BMO Financial Group, Toronto, ON
Application Deadline: 05/16/2024 Address: 250 Yonge Street Job Family Group: Customer Shared Services The New Business Associate is accountable to provide excellent customer service by processing all aspects of life insurance applications from case set-up to policy contract issue and settlement, within established service standards. Producing high quality work is essential to this position. This position is the first line of customer service for BMO Insurance. The incumbent must display a strong sense of professionalism as well as superior customer service skills to ensure the best possible experience for our clients. Accountabilities Customer Service Process life insurance applications for Advisor distribution channel in an efficient manner to meet service level standards for New Business Issue and settle policy contracts in an efficient manner to meet service and quality level standards Address customer services issues according to established parameters, escalating as required to the Manager, New Business for resolution. Demonstrate sound judgement in the handling of customer interactions and appropriate escalation to management Understand and follow established policies and procedures in the processing of new business applications, issuing and settling of policy contracts Exhibit a strong sense of partnership with internal and external customers and commitment to service, and carry out functions with an extremely high sense of urgency Investigate and resolve inquiries from the field and other team members related to specific cases Collaborate with Underwriting and Underwriting Support staff to exchange information and facilitate an efficient decision by the underwriter Effectively communicate with Case Coordinators to obtain any outstanding requirements Provide accurate and professional service to our customers and MGAs/Advisors, performing but not limited to the following activities: Answering advisor inquiries to provide accurate information about BMO Life Assurance applications Run policy illustrations to verify premium calculations are correct Liaise with internal departments to ensure the accurate and timely exchange of information Performing simple and complex New Business administrative tasks, as required for the processing of insurance applications Managing time sensitive financial transactions which requires understanding of market timing and the impact of backdating Understanding the impact of the movement of money within the organization as it relates to GAAP and AML guidelines to meet OSFI audit requirements Risk Management Adhere to all aspects of First Principles our code of Business Conduct and Ethics including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities Accuracy and timeliness of the work completed by this role is critical to BMO Life Insurances reputational risk Required Skills Strong customer service orientation Ability to effectively multi-task Ability to handle high pressure situations with very tight turnaround requirements Excellent organization skills Productivity focused: Able to consistently process a high volume of tasks daily Ability to make sound transactional decisions in accordance with policies and directives Proficient with Microsoft Office (Word, Excel) Required Knowledge High school diploma University/College graduates preferred Excellent English - Written and Oral Communication skills required Fluently Bilingual in French would be an asset but not required Completion of introductory LOMA courses (LOMA 1 and 2) preferred Working knowledge of life insurance products, particularly Universal Life, Traditional Life and Critical Illness product features, and channels 1-2 years experience in Life Insurance; New Business or Customer Service area preferred Previous experience with systems used to administer cases would be an asset (including: INGENIUM, WinRisk, Work Management and Digital Library FileNet) Compensation and Benefits: $37,500.00 - $69,500.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Bilingual Insurance Case Coordinator - Manulife Wealth
Manulife Financial Corporation, Waterloo, ON
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementHybridJob DescriptionThe opportunityManulife Wealth Insurance Services Inc (MWISI) currently has a position available for an Insurance Case Coordinator (Bilingual). While supporting Manulife and other insurance carriers, this position is responsible for the coordination of business received from both MSII and 3rd party Independent Advisors.Scope (Dimensions & Organizational Impact):This position is the MGA “Back Office” for MWISI and 3rd party Independent Advisors. It will serve as the central channel for advisors to submit their New Business and In-Force Insurance business for any of the insurance carriers supported by MWISI. This position greatly impacts advisor retention as well as advisor sales. It will be a key influencer as to the level of business growth that each advisor places through the MSII.Key Accountabilities:Build relationships and rapport with advisors by being their advocate, anticipating their needs and being their consistent point of contact during the New Business and In-Force processes.Ensure New Business and In-Force applications move through the various stages accurately and within service standards.Proactively order medical evidence and review all incoming applications and attachments for correct and complete information to ensure prompt processing, reduce the risk of mismatched mail, and to ensure contracts are being issued without errors. Promptly working with advisors or related head office departments to correct identified errors in applications or processes.Assume ownership of files assigned while effectively prioritizing the work based on urgencies. Influence internal clients to meet pre-established service standardsMaintain up to date and comprehensive case notes summarizing actions taken and inquiries received.Promptly escalate any complex service issues or complaints for immediate attention and resolution.Qualifications:Bilingualism in French & EnglishNegotiation and problem-solving skillsExcellent written and verbal communication skills, using clear language and the ability to ask probing questionsAbility to obtain or give information in situations which require tact, diplomacy, or persuasion while dealing with angry, frustrated or uncooperative clientsProven customer service experience, with the ability to communicate effectively and professionally with all levels of managementProven ability to be a team player with strong interpersonal skillsAdaptable and able to deal with ongoing change managementAbility to identify when exceptions are required and to appropriately escalate in order to provide superior customer serviceAbility to research, identify a problem and provide input to finding a solutionExceptional organizational skillsAttention to detailKnowledge of individual insurance, insurance terminology and products are an assetUniversity Degree, College Diploma or equivalent working experience2 - 3 years in Financial Services industry, preferable MGA, Dealer or broker environments are also beneficial The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec#hybrid-About Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsThe annual base salary for this role is listed below.Primary LocationCAN, Ontario, Waterloo, 500 King Street NorthSalary range is expected to be between$41,925.00 CAD - $69,875.00 CADIf you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.
Insurance Broker, Personal Lines
Scout Talent, Calgary, AB
An exceptional company with a firm commitment to its people, culture, and the community!Become a key part of a forward-thinking, inclusive, and diverse team that values every perspectiveEarn a competitive salary of $55,000+, plus commission, and comprehensive benefits! About CJ Campbell InsuranceJoin a legacy of trust at CJ Campbell Insurance, where integrity has thrived since 1912. Founded by Charles John Campbell, we have evolved from a partner in Graham Hamilton and Campbell to a thriving entity, incorporating in 1925. In today's dynamic insurance landscape, our professional brokers lead the way. We engage deeply with our clients, evaluating their risks comprehensively.At CJ Campbell, we pride ourselves on knowing our clients – their family, passions, and dreams. This personalized approach empowers us to craft insurance strategies tailored just for our community. Proud members of the Insurance Brokers Association of Canada, we stand as a beacon of reliability. Experience a partnership that goes beyond insurance; it’s about safeguarding dreams.To learn more about us, please visit: cjcampbell.comAbout the OpportunityCJ Campbell Insurance has an exciting opportunity for a full-time Insurance Broker, Personal Lines, based in Calgary, Alberta, with a hybrid work model available after orientation.In this position, you will be primarily responsible for managing a personal lines book of business, managing renewals, endorsements and writing new business along with all other customer service elements.Your responsibilities include, but are not limited to:Providing exceptional customer service to create engaged customers and drive organic growth through cross-selling and upselling based on individual needsTaking ownership of customer issues and ensuring problems are resolved promptlyMaintaining accurate records and documenting customer service actions and discussions in the broker management systemCollaborating with New Business, Renewal Review, and Administrative teams to foster an environment of encouragement and empowermentStaying informed of industry developments and applying best practices for continuous improvementManaging resources effectively and utilizing assets to meet both qualitative and quantitative goalsOrganizing workflow efficiently, prioritizing tasks to maintain orderly operationsMonitoring insurance claims to ensure they are handled to the satisfaction of all parties involvedMore About YouTo qualify, candidates must possess at least a Level 1 Alberta Insurance Council (AIC) General Insurance License, with a minimum of 3 years of industry experience. If you have fewer years of experience but the transferrable skills, determination to excel, or CAIB equivalents, we encourage you to apply; we'll assist with license transfers.The following skills and experience will be strong assets:Demonstrated experience as a customer service managerFamiliarity with insurance companies and their portalsExperience working with our carriers: Wawanesa, Peacehills, Intact, Aviva, and Travelers (asset)Working knowledge of Applied Epic, Compu-Quote, and MS OfficeAwareness of the latest technology trends and applications in the industrySuperior organizational skills and flexibility to thrive in a fast-paced environmentStrong client-facing and communication abilitiesAdvanced troubleshooting and multi-tasking skillsResiding within a commutable distance according to business needsAs our ideal candidate, you are attentive to details and prioritize customer satisfaction, ensuring a positive service experience for our clients.Above all, we value a collaborative and entrepreneurial spirit, eager to drive our business forward while fostering a positive and empathic work environment. The desire to become part of our team, build relationships, respond swiftly and personably, and excel in communication with clients and colleagues is essential!About the BenefitsIn exchange for your hard work and dedication, you will receive a highly competitive base salary of $55,000+ plus commission, negotiable dependent on experience, along with a great host of benefits, including:100% Employer-covered health and paramedical benefitsGenerous vacation and personal days allowanceProfessional and educational development supportOpportunities for a flexible work model for the right candidate!Enjoy the Teladoc Health/Best Doctors program – access to swift physical and mental health services!Take advantage of our on-site gymOpportunities to join our collaborative, supportive, and pet-friendly work cultureRegular team bonding events such as Cinco de Mayo parties, Halloween, Valentine's Day, Wine Survivor, Christmas potlucks, and more! Being part of a stable company experiencing growth – operating for over 100 years!If you are interested in progressing your career with a growing company, apply today! 
Insurance Broker, Personal Lines
Scout Talent, Edmonton, AB
An exceptional company with a firm commitment to its people, culture, and the community!Become a key part of a forward-thinking, inclusive, and diverse team that values every perspectiveEarn a competitive salary of $55,000+, plus commission, and comprehensive benefits! About CJ Campbell InsuranceJoin a legacy of trust at CJ Campbell Insurance, where integrity has thrived since 1912. Founded by Charles John Campbell, we have evolved from a partner in Graham Hamilton and Campbell to a thriving entity, incorporating in 1925. In today's dynamic insurance landscape, our professional brokers lead the way. We engage deeply with our clients, evaluating their risks comprehensively.At CJ Campbell, we pride ourselves on knowing our clients – their family, passions, and dreams. This personalized approach empowers us to craft insurance strategies tailored just for our community. Proud members of the Insurance Brokers Association of Canada, we stand as a beacon of reliability. Experience a partnership that goes beyond insurance; it’s about safeguarding dreams.To learn more about us, please visit: cjcampbell.comAbout the OpportunityCJ Campbell Insurance has an exciting opportunity for a full-time Insurance Broker, Personal Lines, based in Calgary, Alberta, with a hybrid work model available after orientation.In this position, you will be primarily responsible for managing a personal lines book of business, managing renewals, endorsements and writing new business along with all other customer service elements.Your responsibilities include, but are not limited to:Providing exceptional customer service to create engaged customers and drive organic growth through cross-selling and upselling based on individual needsTaking ownership of customer issues and ensuring problems are resolved promptlyMaintaining accurate records and documenting customer service actions and discussions in the broker management systemCollaborating with New Business, Renewal Review, and Administrative teams to foster an environment of encouragement and empowermentStaying informed of industry developments and applying best practices for continuous improvementManaging resources effectively and utilizing assets to meet both qualitative and quantitative goalsOrganizing workflow efficiently, prioritizing tasks to maintain orderly operationsMonitoring insurance claims to ensure they are handled to the satisfaction of all parties involvedMore About YouTo qualify, candidates must possess at least a Level 1 Alberta Insurance Council (AIC) General Insurance License, with a minimum of 3 years of industry experience. If you have fewer years of experience but the transferrable skills, determination to excel, or CAIB equivalents, we encourage you to apply; we'll assist with license transfers.The following skills and experience will be strong assets:Demonstrated experience as a customer service managerFamiliarity with insurance companies and their portalsExperience working with our carriers: Wawanesa, Peacehills, Intact, Aviva, and Travelers (asset)Working knowledge of Applied Epic, Compu-Quote, and MS OfficeAwareness of the latest technology trends and applications in the industrySuperior organizational skills and flexibility to thrive in a fast-paced environmentStrong client-facing and communication abilitiesAdvanced troubleshooting and multi-tasking skillsResiding within a commutable distance according to business needsAs our ideal candidate, you are attentive to details and prioritize customer satisfaction, ensuring a positive service experience for our clients.Above all, we value a collaborative and entrepreneurial spirit, eager to drive our business forward while fostering a positive and empathic work environment. The desire to become part of our team, build relationships, respond swiftly and personably, and excel in communication with clients and colleagues is essential!About the BenefitsIn exchange for your hard work and dedication, you will receive a highly competitive base salary of $55,000+ plus commission, negotiable dependent on experience, along with a great host of benefits, including:100% Employer-covered health and paramedical benefitsGenerous vacation and personal days allowanceProfessional and educational development supportOpportunities for a flexible work model for the right candidate!Enjoy the Teladoc Health/Best Doctors program – access to swift physical and mental health services!Take advantage of our on-site gymOpportunities to join our collaborative, supportive, and pet-friendly work cultureRegular team bonding events such as Cinco de Mayo parties, Halloween, Valentine's Day, Wine Survivor, Christmas potlucks, and more! Being part of a stable company experiencing growth – operating for over 100 years!If you are interested in progressing your career with a growing company, apply today! 
Insurance Broker, Personal Lines
Scout Talent, Vancouver, BC
An exceptional company with a firm commitment to its people, culture, and the community!Become a key part of a forward-thinking, inclusive, and diverse team that values every perspectiveEarn a competitive salary of $55,000+, plus commission, and comprehensive benefits! About CJ Campbell InsuranceJoin a legacy of trust at CJ Campbell Insurance, where integrity has thrived since 1912. Founded by Charles John Campbell, we have evolved from a partner in Graham Hamilton and Campbell to a thriving entity, incorporating in 1925. In today's dynamic insurance landscape, our professional brokers lead the way. We engage deeply with our clients, evaluating their risks comprehensively.At CJ Campbell, we pride ourselves on knowing our clients – their family, passions, and dreams. This personalized approach empowers us to craft insurance strategies tailored just for our community. Proud members of the Insurance Brokers Association of Canada, we stand as a beacon of reliability. Experience a partnership that goes beyond insurance; it’s about safeguarding dreams.To learn more about us, please visit: cjcampbell.comAbout the OpportunityCJ Campbell Insurance has an exciting opportunity for a full-time Insurance Broker, Personal Lines, based in Calgary, Alberta, with a hybrid work model available after orientation.In this position, you will be primarily responsible for managing a personal lines book of business, managing renewals, endorsements and writing new business along with all other customer service elements.Your responsibilities include, but are not limited to:Providing exceptional customer service to create engaged customers and drive organic growth through cross-selling and upselling based on individual needsTaking ownership of customer issues and ensuring problems are resolved promptlyMaintaining accurate records and documenting customer service actions and discussions in the broker management systemCollaborating with New Business, Renewal Review, and Administrative teams to foster an environment of encouragement and empowermentStaying informed of industry developments and applying best practices for continuous improvementManaging resources effectively and utilizing assets to meet both qualitative and quantitative goalsOrganizing workflow efficiently, prioritizing tasks to maintain orderly operationsMonitoring insurance claims to ensure they are handled to the satisfaction of all parties involvedMore About YouTo qualify, candidates must possess at least a Level 1 Alberta Insurance Council (AIC) General Insurance License, with a minimum of 3 years of industry experience. If you have fewer years of experience but the transferrable skills, determination to excel, or CAIB equivalents, we encourage you to apply; we'll assist with license transfers.The following skills and experience will be strong assets:Demonstrated experience as a customer service managerFamiliarity with insurance companies and their portalsExperience working with our carriers: Wawanesa, Peacehills, Intact, Aviva, and Travelers (asset)Working knowledge of Applied Epic, Compu-Quote, and MS OfficeAwareness of the latest technology trends and applications in the industrySuperior organizational skills and flexibility to thrive in a fast-paced environmentStrong client-facing and communication abilitiesAdvanced troubleshooting and multi-tasking skillsResiding within a commutable distance according to business needsAs our ideal candidate, you are attentive to details and prioritize customer satisfaction, ensuring a positive service experience for our clients.Above all, we value a collaborative and entrepreneurial spirit, eager to drive our business forward while fostering a positive and empathic work environment. The desire to become part of our team, build relationships, respond swiftly and personably, and excel in communication with clients and colleagues is essential!About the BenefitsIn exchange for your hard work and dedication, you will receive a highly competitive base salary of $55,000+ plus commission, negotiable dependent on experience, along with a great host of benefits, including:100% Employer-covered health and paramedical benefitsGenerous vacation and personal days allowanceProfessional and educational development supportOpportunities for a flexible work model for the right candidate!Enjoy the Teladoc Health/Best Doctors program – access to swift physical and mental health services!Take advantage of our on-site gymOpportunities to join our collaborative, supportive, and pet-friendly work cultureRegular team bonding events such as Cinco de Mayo parties, Halloween, Valentine's Day, Wine Survivor, Christmas potlucks, and more! Being part of a stable company experiencing growth – operating for over 100 years!If you are interested in progressing your career with a growing company, apply today! 
Business Development Manager - BMO Insurance (London/Waterloo)
BMO Financial Group, London, ON
Application Deadline: 05/16/2024 Address: VIRTUAL59 - HomeRes - ON - NBS Job Family Group: Wealth Sales & Service Drives sales results to enhance the promotion of BMO Life Assurance product and services to managing general agencies (MGAs) and brokers. Shares feedback on the product, processes, etc. to internal stakeholders to ensure continual enhancement of the insurance offer. Develops and executes the business development strategy, sales targets and the sales results for the assigned region. Builds sales and industry presentations and attends MGA conferences as speaker to represent BMO Life Assurance and build reputation in the market. Plays a leadership role in the industry to promote BMO Life Assurance. Provides input to the national sales strategy based on the potential in the assigned region. Analyzes the distribution network of managing general agencies (MGAs) and brokers to set contact and relationship priorities. Recruits new regional MGAs and brokers. Drives business development efforts and marketing plans of the sales team. Contacts MGAs and brokers within assigned region to promote product and services, and increase overall business results. Acts as a trusted advisor to assigned business/group. Influences and negotiates to achieve business objectives. Recommends and implements solutions based on analysis of issues and implications for the business. Assists in the development of strategic plans. Identifies emerging issues and trends to inform decision-making. Discusses sophisticated insurance concepts based on customer scenarios with MGAs and brokers to demonstrate the benefit of BMO Life Assurance products. Shares sophisticated insurance concept solutions to leverage success across the regional team. Helps determine business priorities and best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Monitors sales results for MGAs to identify any issues and mitigate as effectively as possible. Designs and produces regular and ad-hoc reports, and dashboards. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Reviews sales client messaging to safeguard the organization and customer assets via established compliance and regulatory parameters. Provides input into the planning and implementation of operational programs. Provides insurance quotations. Provides technical support on products, illustration software and other tools. Manages the special quote process ensuring that the response is received according to the desired timeline. Manages large case process to build the overall regional business. Expedites application as much as possible. Answers questions about insurance concepts. Leads/participates in the design, implementation, and management of core business/group processes. Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences. Supports the achievement of the business plan within the designated region. Supports the delivery of the desired client experience to MGAs and brokers to enhance business opportunities. Collaborates effectively with internal stakeholders to build capability and drive business growth. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Life insurance license preferred. Certified Financial Planner or Chartered Life Underwriter preferred but not required. In-depth knowledge of insurance business, agencies and underwriting principles. In-depth knowledge of financial concepts, including financial planning and financial understanding of insurance products. In-depth knowledge of more advanced sales concepts in insurance, including corporate applications. Deep knowledge and technical proficiency gained through extensive education and business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. Compensation and Benefits: $63,500.00 - $117,600.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Insurance External Wholesaler
Manulife Financial Corporation, Vancouver, BC
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementRemoteJob DescriptionAre you looking for unlimited opportunities to develop and succeed? Do you believe in the importance of life and living benefit insurance for Canadian families, individuals, and business owners? Looking to join a team that is recognized for top tier performance, excellence, and industry-leading innovation?If you answered “yes” to the above questions, then joining Manulife’s Insurance Sales team may be the perfect fit for you!How will you create impact?Manulife is a leading provider of insurance solutions that helps people make decisions easier and lives better. Through a strong, well-diversified distribution platform which includes independent advisors, contracted agents, financial planners, brokers and distribution partners, we deliver market leading individual life insurance, living benefit and guaranteed investment products & solutions.Reporting to the Head of Distribution, Individual Insurance Sales, the External Insurance Wholesaler will be accountable for providing case consultation, sales, product and marketing support to select advisors and intermediaries in the territory in order to drive sales of individual life and living benefit insurance.What motivates you?You obsess about customers, listen, engage and act for their benefit.You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.You thrive in teams and enjoy getting things done together.You take ownership and build solutions, focusing on what matters.You do what is right, work with integrity and speak up.You share your humanity, helping us build a diverse and inclusive work environment for everyone.What we are looking forPrevious industry sales experience.University Degree or equivalent industry education.Knowledge and expertise in personal and corporate taxation and financial planning.Attained or working on relevant professional designations (CLU, CFP, and CH.F.C.).Knowledge of regulatory issues impacting the sale of life insurance.Expert knowledge of Manulife individual insurance products (or ability & desire to learn).Strong knowledge of marketing concept and product applications.Strong knowledge of competitive positioning.Facilitation and presentation skills.Self-motivated and strong self-management skills.Strong influencing and negotiation skills.ResponsibilitiesProactively handle relationships with key advisors and intermediaries - including but not limited to providing product training, case consultation, joint field work, sales proposal design and point of sale assistance as required.Be a contact in providing assistance in the resolution of problem situations that may arise with the intermediaries and individuals within the region.Identify opportunities and activities to generate profitable business growth.Develop and execute regular business development plans and conduct dynamic sales meetings & seminars.Assist in developing and implementing strategies designed to provide “best of class” marketing support and new sales ideas and concepts to Advisors.Maintain agreed upon levels of face-to-face contact with the advisors in the region and record daily activities using the current contact management system.Represent and promote Manulife in the local financial community by developing strong business relationships with advisors and industry associations.Perform front line business risk management function through awareness, support and implementation of compliance and company policies with advisors, including supervision of sales related activities.What can we offer you?A competitive salary and benefits packages.A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.A focus on growing your career path with us.Flexible work policies and strong work-life balance.Professional development and leadership opportunities.Our commitment to you.Values-first cultureWe lead with our Values every day and bring them to life together.Boundless opportunityWe create opportunities to learn and grow at every stage of your career.Continuous innovationWe invite you to help redefine the future of financial services.Delivering the promise of Diversity, Equity and InclusionWe foster an inclusive workplace where everyone thrives.Championing Corporate CitizenshipWe build a business that benefits all stakeholders and has a positive social and environmental impact.About Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsSalary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact [email protected] for additional information.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.
Insurance Advisors in Edmonton (Hybrid)
Equest, Edmonton, AB
Insurance Advisors in Edmonton (Hybrid)Edmonton, AB, 14315 118 Avenue NW #118, Edmonton, Alberta, Canada Req #2843Monday, April 8, 2024We're searching for Insurance Advisors! Are you searching for new possibilities?Westland Insurance Group Ltd is growing and has a newopportunities for Insurance Advisors in Edmonton, AB and surrounding areas in a hybrid setting. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded individual who is focused on growing their insurance industry knowledge and experience. Discover what's possible, with Westland.The Westland story is all about growth, and that means plenty of possibility for everyone on our team. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us.As an Insurance Advisor, you will promote and educate clients on insurance products, take ownership of client relationships, and help us grow our presence and profile in the local community.Interested in learning more?Why you'll love Westland: An open, flexible and welcoming workplace Plenty of opportunities to grow and learn Autonomy to own your own success Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds Total rewards program that takes care of your financial, physical, and mental health Flexible paid Values Days to celebrate days important to you Paid Volunteer Days for employees as part of Amplifying Communities, a program to support causes that matter most to our employees Why we'll love You: Laser-focused, you have a track record of achieving sales targets Building authentic client relationships comes naturally to you Master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion Insurance broker level 1 license or working towards CAIB/CIP (financial support provided!) BONUS! 6 months+ of industry experience, Once here, you'll: Deliver superior customer service that promotes client retention Uncover clients' business challenges and act as a client advocate identifying their needs and providing recommendations Assist clients with their insurance needs by utilizing basic knowledge of underwriting principles You have an inexhaustible curiosity and look for opportunities to grow your career Want to get to know each other better? Send your resume our way.You belong here We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.If you require a disability -related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [email protected] details Job Family Active Jobs and Positions Pay Type Salary Apply Now Edmonton, AB, 14315 118 Avenue NW #118, Edmonton, Alberta, Canada
Insurance Advisor
Equest, Yorkton, SK
Insurance AdvisorYorkton, SK, 131 Palliser Way, Yorkton, Saskatchewan, Canada Req #2929Friday, April 19, 2024We're searching for an Insurance Advisor . Are you searching for new possibilities?Westland Insurance Group Ltd is growing and has a newopportunity foran Insurance Advisor in our Yorkton, SK office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded individual who is focused on growing their insurance industry knowledge and experience.Westland is committed to continuous learning where employees can grow their potential and write the stories of their careers. Financial assistance is available for approved work-related training/development courses leading to certification, and programs that offer professional development, including seminars and conferences. Discover what's possible, with Westland.The Westland story is all about growth, and that means plenty of possibility for everyone on our team. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us.As an Insurance Advisor, you will promote and educate clients on insurance products, take ownership of client relationships, and help us grow our presence and profile in the local community.Interested in learning more?Why you'll love Westland: An open, flexible and welcoming workplace Plenty of opportunities to grow and learn Autonomy to own your own success Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds Total rewards program that takes care of your financial, physical, and mental health Flexible paid Commemorative Days to celebrate days important to you Amplifying Communities, a program to support causes that matter most to our employees and clients Why we'll love You: Laser-focused, you have a track record of achieving sales targets Building authentic client relationships comes naturally to you Master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion Insurance broker level 1 license or working towards CAIB/CIP (financial support provided!) BONUS! 6 months+ of industry experience, Once here, you'll: Deliver superior customer service that promotes client retention Uncover clients' business challenges and act as a client advocate identifying their needs and providing recommendations Assist clients with their insurance needs by utilizing basic knowledge of underwriting principles You have an inexhaustible curiosity and look for opportunities to grow your career Want to get to know each other better? Send your resume our way.You belong here We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.If you require a disability -related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [email protected] Now Yorkton, SK, 131 Palliser Way, Yorkton, Saskatchewan, Canada
Commercial insurance brokers - service
Confidential, Montreal, QC
Job Profile:- Hold a valid AMF license as a damage insurance broker.- Minimum one year of experience in commercial insurance.- Driven by customer service or sales, possessing good computer skills (Office Suite).- Proficiency in both French and English, both oral and written, as international partners (clients, suppliers, etc.) are involved.Desired Values and Skills:- Knowledge of Tam and Policy Works systems (an asset).- Excellent listening and communication skills.- Desire to provide exceptional customer service and build strong client relationships.- Negotiation skills.- Analytical and synthetic thinking.- Critical and attentive to details.- Organizational skills; Accountability and reliability in execution, speed, and quality of work.- Flexibility and adaptability with a developed problem-solving sense.- Autonomous, yet enjoys collaborating and working in a team.Tasks and Responsibilities:- Identify and assess clients' risks and needs.- Analyze and evaluate risks, identifying clients' needs.- Negotiate on behalf of clients with various insurers.- Advise clients on products best suited to their situation.- Monitor client renewal schedules.- Perform policy renewals and modifications as requested by clients.- Record transactions in the TAM and Policy Works systems.- Build a trusting relationship with different insurers.- Develop trust and loyalty with clients.- Have knowledge of all products and services offered by different insurers.- Perform any other related tasks.Benefits:- Competitive group insurance program (dental, eyewear, etc.).- Continuous training and development program.- Accessible management team.- Work-life balance program (telecommuting or flexible schedule possible, enhanced personal leave).- Employee recognition program (various bonuses and commissions, employee of the year awards, etc.).- Health and wellness program.- Retirement savings plan.- Insurance discounts.- Modern and dynamic working environment.- Access to a wide range of insurers.- Social and professional activities.Salary range: $65,000 to $85,000.
Mortgage Specialist - Broker
Manulife Financial Corporation, Waterloo, ON
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementRemoteJob DescriptionAs a Mortgage Specialist, you will be responsible for selling Manulife Bank financial solutions directly to clients and in collaboration with mortgage brokers.You are a consultative and engaging ambassador for our Bank products who knows how to get things done while maintaining and fostering meaningful relationships.You add value by bringing your banking knowledge into the regional marketplace and helping others understand that managing money doesn’t need to be complicated.Your exceptional ability to build relationships and provide an excellent customer experience will be instrumental in your success as a Mortgage Specialist.ResponsibilitiesEnsure seamless receipt and packaging of all required mortgage documents from clients or brokers to ensure timely, efficient, accurate flow of business to the appropriate servicing unit for approval.Work with existing Manulife Bank clients to transfer their Manulife Bank mortgage to a new property or increase their borrowing limit.Partner with other banking representatives to build broker interests in Manulife Bank products and solutions.Act as a conduit for feedback from the field by identifying ideas for improving existing products and services and new product opportunities.How will you create impact?Our Internal Broker Mortgage Specialists are a part of our Bank Sales Enablement Team reporting to Mandy Kwasnica, Regional Vice President, Internal Mortgage Specialists. We work to support our existing clients originated from our Broker Channel applying for an increase in mortgage funds. What motivates you?You obsess about customers, listen, engage, and act for their benefit.You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.You thrive in teams and enjoy getting things done together.You take ownership and build solutions, focusing on what matters.You do what is right, work with integrity and speak up.You share your humanity, helping us build a diverse and inclusive work environment for everyone.What we are looking forSolid underwriting experience with residential mortgages (3-5 years).5 or more years of financial services experience is preferred or in a sales/service capacity.Proven consultative sales capability - including establishing a relationship with the client, conducting needs analysis and presenting solutions with strong closing and servicing skills.Aptitude for learning and utilizing technology for business purposes.Exceptional oral and written communication skills to translate complex technical issues and business definitions into concepts and procedures readily understood and accessible to a general audience.Analytical and decision-making skills.Effective change management and organizational skills to manage fluctuating workloads.Excellent customer and relationship management skills.Highly developed influencing and negotiation skills.This is a remote position and can be located in any location in Canada.What can we offer you?A competitive salary and benefits packages.A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.A focus on growing your career path with us.Flexible work policies and strong work-life balance.Professional development and leadership opportunities.Our commitment to youValues-first culture: We lead with our Values every day and bring them to life together.Boundless opportunity: We create opportunities to learn and grow at every stage of your career.Continuous innovation: We invite you to help redefine the future of financial services.Delivering the promise of Diversity, Equity, and Inclusion: We foster an inclusive workplace where everyone thrives.Championing Corporate Citizenship: We build a business that benefits all stakeholders and has a positive social and environmental impact.About Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsSalary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact [email protected] for additional information.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.
Insurance Advisor
Equest, Surrey, BC
Insurance AdvisorSurrey (Ocean Park), BC, 12873 16th Avenue, Surrey, British Columbia, Canada Req #2909Tuesday, April 23, 2024We're searching for an Insurance Advisor . Are you searching for new possibilities?Westland Insurance Group Ltd is growing and has a newopportunity foran Insurance Advisor in our Ocean Park office in Surrey, BC. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded individual who is focused on growing their insurance industry knowledge and experience. Expected Compensation: The expected hourly hiring range for this role is $21.20 to 26.50 with a 35 hour work week. Your rate of pay will be determined based on your individual qualifications and experience, while considering internal equity.Westland is committed to continuous learning where employees can grow their potential and write the stories of their careers. Financial assistance is available for approved work-related training/development courses leading to certification, and programs that offer professional development, including seminars and conferences. Discover what's possible, with Westland.The Westland story is all about growth, and that means plenty of possibility for everyone on our team. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us.As an Insurance Advisor, you will promote and educate clients on insurance products, take ownership of client relationships, and help us grow our presence and profile in the local community.Interested in learning more?Why you'll love Westland: An open, flexible and welcoming workplace Plenty of opportunities to grow and learn Autonomy to own your own success Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds Total rewards program that takes care of your financial, physical, and mental health Flexible paid Values Days to celebrate days important to you Amplifying Communities, a program to support causes that matter most to our employees Why we'll love You: Laser-focused, you have a track record of achieving sales targets Building authentic client relationships comes naturally to you Master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion Insurance broker level 1 license or working towards CAIB/CIP (financial support provided!) BONUS! 6 months+ of industry experience, Once here, you'll: Deliver superior customer service that promotes client retention Uncover clients' business challenges and act as a client advocate identifying their needs and providing recommendations Assist clients with their insurance needs by utilizing basic knowledge of underwriting principles You have an inexhaustible curiosity and look for opportunities to grow your career Want to get to know each other better? Send your resume our way.You belong here We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.If you require a disability -related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [email protected] Now Surrey (Ocean Park), BC, 12873 16th Avenue, Surrey, British Columbia, Canada
Insurance Advisor
Equest, Chilliwack, BC
Insurance AdvisorChilliwack (Cheam Ave), BC, 45840 Cheam Avenue, Chilliwack, British Columbia, Canada Req #2886Tuesday, April 23, 2024We're searching for an Insurance Advisor . Are you searching for new possibilities?Westland Insurance Group Ltd is growing and has a newopportunity foran Insurance Advisor in our Cheam Ave office in Chilliwack, BC. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded individual who is focused on growing their insurance industry knowledge and experience. Expected Compensation: The expected hourly hiring range for this role is $21.20 to 26.50 with a 37.5 hour work week. Your rate of pay will be determined based on your individual qualifications and experience, while considering internal equity.Westland is committed to continuous learning where employees can grow their potential and write the stories of their careers. Financial assistance is available for approved work-related training/development courses leading to certification, and programs that offer professional development, including seminars and conferences. Discover what's possible, with Westland.The Westland story is all about growth, and that means plenty of possibility for everyone on our team. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us.As an Insurance Advisor, you will promote and educate clients on insurance products, take ownership of client relationships, and help us grow our presence and profile in the local community.Interested in learning more?Why you'll love Westland: An open, flexible and welcoming workplace Plenty of opportunities to grow and learn Autonomy to own your own success Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds Total rewards program that takes care of your financial, physical, and mental health Flexible paid Values Days to celebrate days important to you Amplifying Communities, a program to support causes that matter most to our employees Why we'll love You: Laser-focused, you have a track record of achieving sales targets Building authentic client relationships comes naturally to you Master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion Insurance broker level 1 license or working towards CAIB/CIP (financial support provided!) BONUS! 6 months+ of industry experience, Once here, you'll: Deliver superior customer service that promotes client retention Uncover clients' business challenges and act as a client advocate identifying their needs and providing recommendations Assist clients with their insurance needs by utilizing basic knowledge of underwriting principles You have an inexhaustible curiosity and look for opportunities to grow your career Want to get to know each other better? Send your resume our way.You belong here We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.If you require a disability -related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [email protected] Now Chilliwack (Cheam Ave), BC, 45840 Cheam Avenue, Chilliwack, British Columbia, Canada
Insurance Advisor
Equest, Calgary, AB
Insurance AdvisorCalgary (East Village), AB, 1111 Olympic Way SE #300, Calgary, Alberta, Canada Req #2914Monday, April 22, 2024We're searching for an Insurance Advisor . Are you searching for new possibilities?Westland Insurance Group Ltd is growing and has a newopportunity foran Insurance Advisor in our Calgary East Village, AB office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded individual who is focused on growing their insurance industry knowledge and experience. Discover what's possible, with Westland.The Westland story is all about growth, and that means plenty of possibility for everyone on our team. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us.As an Insurance Advisor, you will promote and educate clients on insurance products, take ownership of client relationships, and help us grow our presence and profile in the local community.Interested in learning more?Why you'll love Westland: An open, flexible and welcoming workplace Plenty of opportunities to grow and learn Autonomy to own your own success Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds Total rewards program that takes care of your financial, physical, and mental health Flexible paid Values Days to celebrate days important to you Paid Volunteer Days for employees as part of Amplifying Communities, a program to support causes that matter most to our employees Why we'll love You: Laser-focused, you have a track record of achieving sales targets Building authentic client relationships comes naturally to you Master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion Insurance broker level 1 license or working towards CAIB/CIP (financial support provided!) BONUS! 6 months+ of industry experience, Once here, you'll: Deliver superior customer service that promotes client retention Uncover clients' business challenges and act as a client advocate identifying their needs and providing recommendations Assist clients with their insurance needs by utilizing basic knowledge of underwriting principles You have an inexhaustible curiosity and look for opportunities to grow your career Want to get to know each other better? Send your resume our way.You belong here We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.If you require a disability -related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [email protected] details Job Family Active Jobs and Positions Pay Type Salary Apply Now Calgary (East Village), AB, 1111 Olympic Way SE #300, Calgary, Alberta, Canada
Insurance Advisor
Equest, Carstairs, AB
Insurance AdvisorCarstairs, AB, 207-10 Avenue S, Carstairs, Alberta, Canada Req #2926Monday, April 22, 2024We're searching for an Insurance Advisor . Are you searching for new possibilities?Westland Insurance Group Ltd is growing and has a newopportunity foran Insurance Advisor in our Carstairs, AB office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded individual who is focused on growing their insurance industry knowledge and experience. Discover what's possible, with Westland.The Westland story is all about growth, and that means plenty of possibility for everyone on our team. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us.As an Insurance Advisor, you will promote and educate clients on insurance products, take ownership of client relationships, and help us grow our presence and profile in the local community.Interested in learning more?Why you'll love Westland: An open, flexible and welcoming workplace Plenty of opportunities to grow and learn Autonomy to own your own success Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds Total rewards program that takes care of your financial, physical, and mental health Flexible paid Values Days to celebrate days important to you Paid Volunteer Days for employees as part of Amplifying Communities, a program to support causes that matter most to our employees Why we'll love You: Laser-focused, you have a track record of achieving sales targets Building authentic client relationships comes naturally to you Master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion Insurance broker level 1 license or working towards CAIB/CIP (financial support provided!) BONUS! 6 months+ of industry experience, Once here, you'll: Deliver superior customer service that promotes client retention Uncover clients' business challenges and act as a client advocate identifying their needs and providing recommendations Assist clients with their insurance needs by utilizing basic knowledge of underwriting principles You have an inexhaustible curiosity and look for opportunities to grow your career Want to get to know each other better? Send your resume our way.You belong here We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.If you require a disability -related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [email protected] details Job Family Active Jobs and Positions Pay Type Salary Apply Now Carstairs, AB, 207-10 Avenue S, Carstairs, Alberta, Canada
Commercial Insurance Broker
Impact Recruitment, Winnipeg, MB
Passionate about insurance? Established local brokerage in Winnipeg is hiring Commercial Insurance Brokers to provide exceptional service to their clients. ABOUT OUR CLIENT Our client is a local insurance brokerage with multiple branches, passionate about providing innovative and customized insurance solutions to businesses in the community. They are seeking a Commercial Insurance Broker to join their team and help local businesses protect their assets in creative and innovative ways. ABOUT THE OPPORTUNITY The Commercial Lines Broker will write new business and service existing clients and collaborate with administration, underwriters, management and other advisors. ABOUT THE POSITION Assess clients' insurance needs and provide customized insurance solutions that meet their specific requirements Build strong relationships with clients to ensure their continued satisfaction and loyalty Stay up-to-date with the latest industry trends and developments through in-depth research on insurance policies and providers Negotiate insurance premiums and terms with insurance providers on behalf of clients in a creative and innovative manner Provide exceptional customer service and support to clients throughout the insurance process Maintain accurate records of clients' insurance policies and information in a user-friendly, digital format THE REQUIREMENTS Level 2 broker license You have proven experience as a Commercial Insurance Broker or a similar role within the insurance industry You have a strong knowledge of commercial insurance products, policies, and regulations, and are always looking for creative and innovative solutions You're an excellent communicator and have strong interpersonal skills You can build and maintain strong relationships with clients and insurance providers COMPENSATION $60,000 - $80,000 base salary depending on relevant experience + commissions on new business and renewals + performance bonus Health spending care account, paid vacation and sick days Education support Continuous professional growth and advancement within the company Working hours Monday - Friday HOW TO APPLY Please apply directly to this posting with the most recent version of your resume. If you would like to speak with us regarding this position, please contact MinJae Park at: 236-427-4932 or email [email protected]. To learn more about our open positions, visit us at impactrecruitment.ca. ABOUT IMPACT RECRUITMENT Specializing in a wide variety of industries and verticals, Impact Recruitment is passionate about matching exceptional talent with exciting new opportunities across North America. For job seekers, we offer a dedicated approach to finding the right opportunity for your career growth. The Certified Candidate system by Impact Recruitment is designed to ensure your next career move is the right one. We take the time to thoroughly understand your technical abilities, your career goals, and you. Become a Certified Candidate and enjoy a better recruitment experience with Impact. Learn more at impactrecruitment.ca. Privacy and confidentiality are important to us; as such all applications are kept strictly confidential. We will not share your information with anyone without your prior approval. While we will only be considering qualified applicants for this position, if you are interested in pursuing an alternate career path, we would certainly be happy to speak with you about opportunities that fit your profile.
Personal Insurance Broker
Impact Recruitment, Calgary, AB
Want to work for an insurance brokerage who values their team members and supports continuous growth? A company that truly knows the meaning of team work and values everyone’s input? Do you want to be happy and be “seen” in the office? Then read on! ABOUT OUR CLIENT Our client is a boutique Insurance brokerage that works with referrals only, no cold calling, no unsolicited calls, and where the partner works directly with all the team members and does not hide in the office. With over 35 years in the industry, they truly value building long term relationships with all their clients providing competent and personalized service. ABOUT THE OPPORTUNITY The Personal Insurance Broker will be working directly with the Personal Lines Manager, managing a book of business and collaborating with administration, underwriters, management and other advisors in the office. ABOUT THE POSITION Successfully sign new clients through referrals Manage a book of business assigned in Personal Lines Find best coverage and premiums for clients Complete renewal reviews Respond to clients through email or phone THE REQUIREMENTS Level 1 insurance license in Alberta Minimum 2 years' experience in brokerage Well versed knowledge in Personal Lines products and markets Familiarity with Broker Management System COMPENSATION $50,000 - $60,000 base salary depending on years of experience + commissions on new business + bonus Access to company-paid education and training courses Paid vacation, health benefits No weekends HOW TO APPLY Please apply directly to this posting with the most recent version of your resume. If you would like to speak with us regarding this position, please contact MinJae Park at 236-427-4932 or [email protected]. To learn more about our open positions, visit us at impactrecruitment.ca. ABOUT IMPACT RECRUITMENT Specializing in a wide variety of industries and verticals, Impact Recruitment is passionate about matching exceptional talent with exciting new opportunities across North America. For job seekers, we offer a dedicated approach to finding the right opportunity for your career growth. The Certified Candidate system by Impact Recruitment is designed to ensure your next career move is the right one. We take the time to thoroughly understand your technical abilities, your career goals, and you. Become a Certified Candidate and enjoy a better recruitment experience with Impact. Learn more at impactrecruitment.ca. Privacy and confidentiality are important to us; as such all applications are kept strictly confidential. We will not share your information with anyone without your prior approval. While we will only be considering qualified applicants for this position, if you are interested in pursuing an alternate career path, we would certainly be happy to speak with you about opportunities that fit your profile.
Personal Lines Autopac Insurance Broker
Impact Recruitment, Winnipeg, MB
Our brokerage client in Winnipeg has been delivering exceptional insurance options to local for an extended period. They are seeking a Personal Lines Broker who possesses a deep enthusiasm for insurance and a strong commitment to assisting businesses in safeguarding their assets. Apply directly or reach out for a confidential discussion with MinJae at 236-427-4932 or [email protected]. ABOUT OUR CLIENT Our client is a local insurance brokerage with multiple branches across Winnipeg, passionate about providing innovative and customized insurance solutions to businesses in the community. They are seeking a Personal Lines Broker to join their growing team and help local businesses protect their assets. ABOUT THE OPPORTUNITY This Personal Lines Broker will manage and grow a book of business, provide excellent customer service with insurance products and policies, assessing and evaluating risks, determining coverage levels, and negotiating with brokers to ensure optimal outcomes. ABOUT THE POSITION Assist walk-in clients and discuss their insurance needs Answer phone calls from clients when available Create and produce insurance policies Identify and sell additional coverages for existing clients Complete policy reviews and renewals THE REQUIREMENTS Level 1 general license Minimum 1 year of working experience at a brokerage in Autopac or Personal Lines Experienced in providing customer service with various situations Detail-oriented with strong organizational and time-management skills Knowledge in EPIC or other similar software COMPENSATION Flexible base salary depending on relevant experience + commissions on new business and renewals + annual performance bonus Health care spending account, paid vacation and sick days Education support Opportunities for professional growth and advancement within the company HOW TO APPLY Please apply directly to this posting with the most recent version of your resume. If you would like to speak with us regarding this position, please contact MinJae Park at: 236-427-4932 or email [email protected]. To learn more about our open positions, visit us at impactrecruitment.ca. ABOUT IMPACT RECRUITMENT Specializing in a wide variety of industries and verticals, Impact Recruitment is passionate about matching exceptional talent with exciting new opportunities across North America. For job seekers, we offer a dedicated approach to finding the right opportunity for your career growth. The Certified Candidate system by Impact Recruitment is designed to ensure your next career move is the right one. We take the time to thoroughly understand your technical abilities, your career goals, and you. Become a Certified Candidate and enjoy a better recruitment experience with Impact. Learn more at impactrecruitment.ca. Privacy and confidentiality are important to us; as such all applications are kept strictly confidential. We will not share your information with anyone without your prior approval. While we will only be considering qualified applicants for this position, if you are interested in pursuing an alternate career path, we would certainly be happy to speak with you about opportunities that fit your profile.
Autopac & Personal Lines Broker
Impact Recruitment, Winnipeg, MB
Excellent opportunity for an Autopac Insurance Broker to advance within Personal Lines. Become part of a local brokerage focused on customer service, backed by a solid reputation. ABOUT OUR CLIENT Our customer is a community-based insurance brokerage operating from multiple locations in Winnipeg, dedicated to delivering creative and tailored insurance answers to their customers. They are in search of a Personal Lines & Autopac Insurance Broker to become a part of their expanding team, assisting local community in safeguarding their valuable possessions. ABOUT THE OPPORTUNITY This Personal Lines & Autopac Insurance Broker will service existing book of business, mainly home owners, provide excellent customer service with insurance products and policies, assessing and evaluating risks, and determining coverage levels. ABOUT THE POSITION Autopac and driver license transactions Answer phone calls from clients when available Write new insurance policies from referrals or walk-ins Complete policy reviews and renewals Follow up on letters and invoice, manage binder and policy document THE REQUIREMENTS Level 1 license in Manitoba Minimum 1 year of Autopac or Personal Lines experience at a brokerage Experienced in providing customer service with various situations Detail-oriented with strong organizational and time-management skills Knowledge in EPIC or other similar software COMPENSATION Flexible base salary depending on relevant experience + annual performance bonus + commission on new business and renewal Health benefits, paid vacation, education support Opportunities for professional growth and advancement within the company HOW TO APPLY Please apply directly to this posting with the most recent version of your resume. If you would like to speak with us regarding this position, please contact MinJae Park at: 236-427-4932 or email [email protected]. To learn more about our open positions, visit us at impactrecruitment.ca. ABOUT IMPACT RECRUITMENT Specializing in a wide variety of industries and verticals, Impact Recruitment is passionate about matching exceptional talent with exciting new opportunities across North America. For job seekers, we offer a dedicated approach to finding the right opportunity for your career growth. The Certified Candidate system by Impact Recruitment is designed to ensure your next career move is the right one. We take the time to thoroughly understand your technical abilities, your career goals, and you. Become a Certified Candidate and enjoy a better recruitment experience with Impact. Learn more at impactrecruitment.ca. Privacy and confidentiality are important to us; as such all applications are kept strictly confidential. We will not share your information with anyone without your prior approval. While we will only be considering qualified applicants for this position, if you are interested in pursuing an alternate career path, we would certainly be happy to speak with you about opportunities that fit your profile.
Personal Lines Insurance Broker
Impact Recruitment, Saskatoon, SK
Be a part of a longstanding brokerage and engage with an established portfolio in Personal Lines. ABOUT OUR CLIENT Our client is a community-based insurance brokerage located in Saskatoon, with a history of more than five decades, dedicated to offering creative and tailor-made insurance solutions for customers. They are in search of a Personal Lines Broker to become a part of their expanding team, contributing to safeguarding the assets of local community. ABOUT THE OPPORTUNITY This Personal Lines Broker will manage and grow a book of business, provide excellent customer service with insurance products and policies, assessing and evaluating risks, determining coverage levels, and negotiating with brokers to ensure optimal outcomes. ABOUT THE POSITION Manage, retain, and grow book of business in Personal Lines Assist walk-in clients and discuss their insurance needs Answer phone calls from clients when available Provide quotes and bind new insurance policies in Personal Lines Identify and sell additional coverages for existing clients Complete policy reviews and renewals THE REQUIREMENTS Level 1 general license, Level 2 preferred 2 years of experience in Personal Lines insurance Experienced in providing customer service with various situations Detail-oriented with strong organizational and time-management skills Knowledge in BMS software such as Vertafore, EPIC, Power Broker, TAM COMPENSATION Base salary depending on relevant experience + performance bonus Full health benefits, paid vacation, RRSP matching Education support Annual salary review, opportunities for professional growth and advancement within the company HOW TO APPLY Please apply directly to this posting with the most recent version of your resume. If you would like to speak with us regarding this position, please contact MinJae Park at: 236-427-4932 or email [email protected]. To learn more about our open positions, visit us at impactrecruitment.ca. ABOUT IMPACT RECRUITMENT Specializing in a wide variety of industries and verticals, Impact Recruitment is passionate about matching exceptional talent with exciting new opportunities across North America. For job seekers, we offer a dedicated approach to finding the right opportunity for your career growth. The Certified Candidate system by Impact Recruitment is designed to ensure your next career move is the right one. We take the time to thoroughly understand your technical abilities, your career goals, and you. Become a Certified Candidate and enjoy a better recruitment experience with Impact. Learn more at impactrecruitment.ca. Privacy and confidentiality are important to us; as such all applications are kept strictly confidential. We will not share your information with anyone without your prior approval. While we will only be considering qualified applicants for this position, if you are interested in pursuing an alternate career path, we would certainly be happy to speak with you about opportunities that fit your profile. IMP07