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Western Financial Group

Commercial Insurance

As an Account Executive - External, I am responsible for building and maintaining strong client relationships, identifying insurance and risk management solutions that meet customer needs, and driving business growth through new client acquisition and account retention. I work closely with individuals and businesses to assess coverage requirements, provide expert advice, deliver exceptional customer service, and ensure clients receive tailored insurance solutions. My role involves managing a portfolio of accounts, generating new business opportunities, negotiating coverage options, and collaborating with internal teams to support client success and long-term relationships.

250-212-0942

Western Financial Group
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4111 Gellatly Rd, West Kelowna,

BC V4T 2K2

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