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Digital Insurance Advisor (82732)

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Career Opportunities: Digital Insurance Advisor (82732)

Requisition ID 82732 - Posted - PL Insurance Sales - Calgary - Alberta - Canada  Job Description Print Preview

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.

Digital Insurance Advisor

As Digital Personal Lines Insurance Advisor, you are a key player in supporting our personal lines sales representatives and driving sales. Every day you will build lasting relationships with our customers, both internal and external.

Here is what a typical day looks like

  • Assist our customers with their daily insurance needs via phone and by email and through our front-line sales team.
  • Support the Account Executive in the administration of placing new business insurance policies.
  • Manage queries and up-selling of products to new and existing clients
  • Follow up on all client accounts to resolve outstanding activities
  • Remain up to date on product knowledge and build relationships with insurance providers
  • Continue self-development through industry and training and other courses
  • Knowledge of each Insurance Company’s products, endorsements, packages and payment plans

The value you bring

  • Experience supporting sales targets as an individual and as a team
  • Well versed in navigating multiple computer programs at once
  • General Level 1 is required, General Level 2 License is preferred
  • Opportunity to be involved in industry related associations and your community
  • Preferred understanding of commercial policy wordings/coverage’s
  • Strong communication skills, both written and verbal
  • Working experience in EPIC an asset

Role Details

  • Hours: Full Time, Permanent - Availability to work a total of 37.5 hours/week, Monday - Friday 9:00am - 5:00pm (MST)
  • Location: Remote in Canada
  • Current Vacancy: Yes
  • Compensation: $ 50,000 – $ 62,000
  • Requisition #: 82732

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 [email protected] 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.

Email this job to a friend  The job has been sent to Please provide the information below Job title: *Your friend’s email address: Message: *Confirm you are not a robot: Requisition ID 82732 - Posted - PL Insurance Sales - Calgary - Alberta - Canada

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.

Digital Insurance Advisor

As Digital Personal Lines Insurance Advisor, you are a key player in supporting our personal lines sales representatives and driving sales. Every day you will build lasting relationships with our customers, both internal and external.

Here is what a typical day looks like

  • Assist our customers with their daily insurance needs via phone and by email and through our front-line sales team.
  • Support the Account Executive in the administration of placing new business insurance policies.
  • Manage queries and up-selling of products to new and existing clients
  • Follow up on all client accounts to resolve outstanding activities
  • Remain up to date on product knowledge and build relationships with insurance providers
  • Continue self-development through industry and training and other courses
  • Knowledge of each Insurance Company’s products, endorsements, packages and payment plans

The value you bring

  • Experience supporting sales targets as an individual and as a team
  • Well versed in navigating multiple computer programs at once
  • General Level 1 is required, General Level 2 License is preferred
  • Opportunity to be involved in industry related associations and your community
  • Preferred understanding of commercial policy wordings/coverage’s
  • Strong communication skills, both written and verbal
  • Working experience in EPIC an asset

Role Details

  • Hours: Full Time, Permanent - Availability to work a total of 37.5 hours/week, Monday - Friday 9:00am - 5:00pm (MST)
  • Location: Remote in Canada
  • Current Vacancy: Yes
  • Compensation: $ 50,000 – $ 62,000
  • Requisition #: 82732

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 [email protected] 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.

Email this job to a friend  The job has been sent to The job has been sent to

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.

Digital Insurance Advisor

As Digital Personal Lines Insurance Advisor, you are a key player in supporting our personal lines sales representatives and driving sales. Every day you will build lasting relationships with our customers, both internal and external.

Here is what a typical day looks like

  • Assist our customers with their daily insurance needs via phone and by email and through our front-line sales team.
  • Support the Account Executive in the administration of placing new business insurance policies.
  • Manage queries and up-selling of products to new and existing clients
  • Follow up on all client accounts to resolve outstanding activities
  • Remain up to date on product knowledge and build relationships with insurance providers
  • Continue self-development through industry and training and other courses
  • Knowledge of each Insurance Company’s products, endorsements, packages and payment plans

The value you bring

  • Experience supporting sales targets as an individual and as a team
  • Well versed in navigating multiple computer programs at once
  • General Level 1 is required, General Level 2 License is preferred
  • Opportunity to be involved in industry related associations and your community
  • Preferred understanding of commercial policy wordings/coverage’s
  • Strong communication skills, both written and verbal
  • Working experience in EPIC an asset

Role Details

  • Hours: Full Time, Permanent - Availability to work a total of 37.5 hours/week, Monday - Friday 9:00am - 5:00pm (MST)
  • Location: Remote in Canada
  • Current Vacancy: Yes
  • Compensation: $ 50,000 – $ 62,000
  • Requisition #: 82732

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 [email protected] 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.

Apply To This Job

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