Team Lead, Insurance

Truthfulness | Fairness | Value | Loyalty

At Western Financial Group, we take pride in being one of Canada’s largest insurance brokers. Our strength lies in our incredible team of over 2,200 dedicated professionals, spread across 180+ locations nationwide. Together, we create a supportive and collaborative environment that has earned us the recognition of one of Forbes Canada’s Best Employers.

Discover a workplace where your well-being is a priority, and your contributions make a real difference. With competitive benefits, a strong community focus, and a commitment to work‑life balance, Western is not just a place to work, it’s a place to thrive!

Join our team and experience the Western difference – where caring for our customers, communities and team members is our passion!

Your success stems from supporting the Digital Sales Leader in creating an exceptional environment that fosters success for everyone. You have the opportunity to be part of a collaborative and motivated team who all contribute to the achievement of business goals and targets. This is a remote position.

• Coach and mentor your team with the guidance and support of your leader.
• Review client data entries, invoicing and coverage selection for compliance.
• Ensuring your team’s client activities are dealt with effectively.
• Work with Account Executives to quote and cross‑sell products to new clients to contribute to the growth of the business.
• Monitor lead management for the entire team to ensure the experience the customers are receiving is exceptional.
• Role modeling expected behaviors by reaching out to customers when required, placing complex risks and other behaviors that contribute to a strong and successful team.
• Remain up to date on product knowledge and build relationships with insurance providers.
• Continue self‑development through industry and community involvement, training and other courses.

• General Insurance Level 2 License and private auto insurance experience required.
• History of modeling the way when implementing initiatives and best practices.
• Strong time‑management and training skills in a deadline‑driven environment.
• Involvement in industry related associations and your community.
• Professional communication etiquette, both written and verbal.
• Dedicated home office with reliable internet connection.

Hours:

Full Time, Permanent – Availability to work a total of 37.5 hours/week from Tuesday - Saturday 9:00am - 5:00pm Mountain Time.

Location:

Remote in Canada

Compensation: $55,000 - $75,000

Requisition #: 82503

At Western, we prioritize the well‑being of our employees and are committed to fostering an inclusive environment that values diversity within our communities. We strive to create a workplace that is accessible, equitable, and supportive, ensuring that all team members feel valued and can thrive in their roles. As an equal opportunity employer, we welcome applicants from all backgrounds, and we encourage individuals to apply even if their experience does not fully meet all the criteria listed.

If you need assistance or have questions about requesting reasonable accommodation, please feel free to reach out to us at any time during the hiring process by contacting our Talent Acquisition team at tal or reviewing the Careers Page on our website.

We value our employees and offer programs that enhance their lives. Eligible employees receive 3 weeks’ vacation, 14 wellness days, company matching investment and savings programs, and 100% employer‑paid group benefits.

For over 20 years, community support has been integral to our culture through the Western Financial Group Communities Foundation.