Job Description

Location: Courtenay


Reporting to: Manager, Fleet


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POSITION OVERVIEW

Waypoint is currently seeking a motivated and experienced Fleet Insurance Specialist to join our team.


In this critical role, you will manage our portfolio of fleet insurance clients while actively pursuing new


business opportunities to expand our clientele. The successful candidate will ensure the timely renewal


of policies, address client inquiries, and foster strong customer relationships within the fleet insurance


sector. If you have a passion for delivering exceptional service and a strong background in fleet


insurance, we want to hear from you.


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RESPONSIBILITIES:

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Portfolio Management

Manage the existing portfolio of fleet insurance clients, ensuring comprehensive coverage and

timely renewals.
Actively seek new business opportunities to expand and diversify the fleet insurance portfolio #####

Client Engagement

Collaborate with clients to assess their insurance needs, address irregularities, and verify coverage

amounts for accuracy.
Conduct in-person meetings at various locations, including client sites and dealerships, to build

strong relationships and gather necessary information.
Provide exceptional customer service by promptly addressing client inquiries and resolving issues

effectively.
Identify opportunities for upselling and cross-selling additional insurance products to existing

clients.
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Collaboration & Support

Assist other staff members with fleet insurance inquiries, sharing expertise and supporting team

initiatives.
Collaborate with internal teams to ensure cohesive service delivery and contribute to the overall

success of the insurance business.
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Industry Knowledge & Compliance

Maintain a strong understanding of fleet insurance practices, industry trends, and regulatory

requirements to provide informed advice to clients.
Continuously develop and sustain knowledge of best practices and standards in fleet insurance. Ensure accurate documentation and record-keeping for all client interactions and insurance

policies.
Stay compliant with industry regulations and company policies regarding fleet insurance practices

Additional duties and responsibilities may be added during the course of employment.



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REQUIREMENTS:

Minimum of 2 years of hands-on experience managing fleet insurance portfolios. Hold a Level 1 General Insurance License (Level 2 is considered an asset). In-depth knowledge of fleet insurance industry practices, trends, and compliance requirements. Strong commitment to delivering exceptional customer service with a focus on client satisfaction. Excellent oral and written communication skills, with the ability to articulate complex insurance

concepts to clients.
Proven ability to establish and maintain strong relationships with clients and internal stakeholders. Demonstrated ability to identify upselling and cross-selling opportunities. Ability to collaborate effectively with team members to achieve collective goals.

Waypoint is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and

respect human differences and similarities. We value the diversity of people and actively encourage women,

indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender,

and queer (LGBTQ2+) persons to apply.