what is the role of an insurance broker

Posted August 21st, 2015

Company: Western Financial Group

Position: Assistant Manager, Commercial Underwriting

Western has a reputation for continual growth, while maintaining its focus on our commitment to being part of the communities that we serve. If you are looking for a career where you know that you make a difference in what you do every day and have a desire to develop yourself, both personally and professionally, then we may have an opportunity for you!

Western employees are:

  • Motivated
  • Organized
  • Customer service and sales oriented
  • Amazing team players
  • Involved and committed to the community
  • Models of our Guiding Principles

What will you do as an Assistant Manager, Commercial Underwriting at Western?

  • Assisting the Manager, Commercial Underwriting with developing of business plans, budgets, and growth strategies
  • Assisting in maintaining strong professional relationships with external insurance partners and internal Western Network offices and RVPs; ensuring profitable sales productions, retention, and implementation of new business growth within the organization
  • Assisting with various reporting activities including, but not limited to, month end, production, renewal, expiration accounting discrepancies, and quarterly review analysis and internal audit reports
  • Building and maintaining a high performance team through effective goal-setting and performance management
  • Assisting with the development of new markets and products/programs
  • Training, coaching, and focusing on client service development through consistent constructive feedback and support

What being a member of the Western team will provide you:

  • Extensive opportunities to train and develop yourself professionally and


  • 100% company sponsored extended health and dental benefits
  • Three weeks vacation upon the first year of hiring
  • Be part of the team in an established, reputable company and within a friendly and respectful work environment
  • Company-matched investment and saving programs
  • A career that makes an impact of our clients' lives
  • Competitive compensation package (salary and performance-based incentives)

What skills, qualificiations and experience should you have to be successful at Western in this role?

  • Minimum 5 years experience in a similar role
  • Minimum General Agent Level 2 License
  • Post secondary education (University Degree or College Diploma in Business Studies)
  • CAIB or CIP Designation preferred
  • Previous management experience in underwriting
  • Excellent communication skills, verbal and written
  • Superior management and leadership abilities

Do you exemplify Western's Guiding Principles?

Truthfulness - It is the foundation of our business. We believe that frank, accurate and honest communication is always in everyone's best interest.

Fairness - We are advocates for our customers and shareholders and the trusted representatives for our suppliers. Our credibility rests on our determination to see that everyone gets what they deserve.

Value - We believe that nobody owes us a living. Our skills and knowledge must generate meaningful, positive results for all concerned. We will strive to be the best we can be.

Loyalty - We place our faith in long-term relationships, through thick and thin. We support our communities.

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Category: Forex

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