Western Financial Group
Follow up on all client accounts to resolve outstanding activities
Remain up to date on product knowledge and build relationships with insurance providers
Review client data entries, invoicing and coverage selection for compliance
Complete certificate issuance for new business and renewal clients
Process changes to insurance policies and endorsements
Assist with the administration of the commercial book of business accurately and efficiently
Conduct sales calls and up-sell products to new and existing clients to contribute to the growth of the business
Continue self-development through industry and community involvement, training and other courses General Insurance Level 1 License and Commercial Lines experience required
Experience achieving sales targets individually and as a team
Apply Now
Commercial Insurance Advisor
Description
Here is what a typical day looks like
The value you bring