Opens LinkedIn
- Employment type
- Full-time
- Experience level
- Entry, Junior · 0+ years
- Posting language
- English
- Working hours
- 30 hours per week
- Seniority
- Entry level
Job summary
Assist customers with insurance needs by phone, in person, and by email; provide quotes and sell auto insurance policies. Handle walk-in inquiries, sales and upselling, generate leads, maintain product knowledge, and build relationships with insurance providers and clients.
Job details
Proudly Canadian. Driven by Purpose. Rooted in Care. Join a national team where people, purpose, and community come first. Western Financial Group was named a 2025 Top Insurance Employer by Insurance Business Canada and is home to more than 2,300 team members supporting over one million customers across 200+ locations across Canada. Client Care Associate Here Is What a Typical Day Looks Like Assist customers with their daily insurance needs via phone, in person and by email Provide quotes and sell new auto plan policies to customers Manage walk-in queries, sales and up-selling of products to new and existing clients Remain up to date on product knowledge and build relationships with insurance providers Continue self-development through industry and training and other courses Generate leads through existing clients Knowledge of each Insurance Company’s products, endorsements, packages and payment plans The value you bring Solid understanding of policy wordings/coverages Strong sales and presentation skills Experience achieving sales targets individual and as a team Well versed in navigating multiple computer programs at once Role Details Hours/Duration: 30 hours per week Location: Sooke, BC Current Vacancy: Yes Requisition #: 83311 Compensation Range: $36,000 - $44,000 Why Western? Western’s people-first culture, grounded in our guiding principles of Truthfulness, Fairness, Value, and Loyalty, is recognized across Canada and strengthened by our commitment to wellness, flexibility, and meaningful community impact. Highlights Include 14 Paid Wellness Days, 3 weeks’ vacation, company matching savings programs, and 100% employer paid group benefits for eligible employees Over 1,500 volunteer hours supporting 160+ charities in 2024–2025 through the Western Financial Group Communities Foundation. Our Commitment to Inclusion: At Western, we strive to create an accessible, equitable, and inclusive workplace where everyone feels valued and can thrive. As an equal opportunity employer, we encourage applicants of all backgrounds to apply, even if your experience doesn’t perfectly match every qualification. If you need assistance or an accommodation during the hiring process, please contact talent.acquisition@westernfg.ca or visit our Careers page. Our Human First Hiring Approach: We do not use artificial intelligence to screen, assess, or select applicants. All applications are personally reviewed by Western’s Talent Acquisition Consultants. As part of our hiring process, we use standardized, scientifically validated skills assessments (nonAI), and all results are reviewed by our hiring team. Ready to Apply? If making a meaningful impact in your community and growing your career in a supportive, purpose‑driven environment excite you, we’d love to hear from you.
What you’ll do
Assist customers with insurance needs by phone, in person, and by email; provide quotes and sell auto insurance policies. Handle walk-in inquiries, sales and upselling, generate leads, maintain product knowledge, and build relationships with insurance providers and clients.
Requirements
The role calls for a solid understanding of insurance policy wording and coverage, strong sales and presentation skills, and experience meeting individual and team sales targets. Candidates should be comfortable navigating multiple computer programs and developing their insurance knowledge through training and industry courses.
Benefits
- Paid Wellness Days
- Three Weeks' Vacation
- Company Matching Savings Programs
- Employer-Paid Group Benefits
Listed skills
- Customer service · Preferred
- Product Knowledge · Preferred
- Relationship Building · Preferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Customer Service
- Insurance Sales
- Auto Insurance
- Insurance Policy Knowledge
- Policy Coverage Interpretation
- Sales and Upselling
- Lead Generation
- Relationship Building
- Product Knowledge
- Presentation Skills
- Sales Target Achievement
- Multitasking Across Computer Programs
- Email Communication
- Phone Communication
Job areas
- Customer Service & Support
- Sales
- Finance & Accounting
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