Job Description

Job Overview

We are seeking a motivated and knowledgeable Insurance Advisor to join our dynamic team. The ideal candidate will play a crucial role in helping clients understand their insurance options and make informed decisions that best suit their needs. This position requires a strong sales background, excellent customer service skills, and the ability to communicate effectively with diverse clientele.

Responsibilities:

Service ICBC, Travel, and Personal Lines clients. Manage customer accounts from start to finish--processing payments, issuing new policies, handling renewals, endorsements, and cancellations. Provide support and assistance to office producers. Connect with potential clients to understand their insurance needs and offer personalized solutions. Build and maintain strong relationships with clients through clear communication and regular follow-ups. Stay updated on the latest insurance products and trends to best serve your clients. Negotiate policy terms to ensure clients get the best coverage possible. Help clients complete their insurance applications and ensure all documentation is accurate. Respond quickly and efficiently to client inquiries across multiple channels (phone, email, etc.), always aiming for a smooth and timely resolution. Report claims and offer ongoing support to clients throughout the claims process. Process payments and diligently follow up on outstanding balances. Ensure all documentation, policy details, and processes are accurate and compliant with regulations.

Qualification & Skills:

Level 1 BC General Insurance License required, Level 2 preferred. Proficient in Insurance Microsoft Suite, including Word, Excel, and Outlook Proven experience in sales, particularly in insurance or related fields. A proactive mindset with the ability to identify client needs and offer tailored solutions. Strong communication and interpersonal skills. Ability to effectively multi-task and prioritize responsibilities in a fast-paced environment, ensuring timely and accurate completion of work. Strong team player with the ability to collaborate effectively.
Job Types: Full-time, Permanent

Pay: $40,000.00-$60,000.00 per year

Benefits:

Dental care Disability insurance Extended health care Life insurance On-site parking Paid time off Vision care
Work Location: In person

Expected start date: 2025-08-25