Insurance Client Advisor at Westland

Transform client interactions as a Senior Insurance Advisor with Westland Insurance in Surrey. Be the expert clients trust for complex insurance solutions and education.

This role at Grandview Central involves engaging directly with clients to identify their insurance needs and manage intricate cases. You'll also play a vital role in coaching junior advisors, fostering their development while enhancing your own skills. Your impact on community outreach will further the firm's local presence.

Key Responsibilities: • Offer tailored insurance solutions based on client needs • Guide clients through complex insurance discussions • Foster strong client relationships for repeat business • Mentor and develop junior team members • Drive community growth through firm representation

Requirements: • Industry experience of two to three years • Level 2 insurance broker license with CAIB/CIP progression • Demonstrated ability to meet sales goals • Strong prioritization and ...