Job Description

INSURANCE BROKER I

Reports to: Manager, Insurance

Every employee must honour the vision, mission and values of Northern Savings Credit Union.

Primary Purpose

The Insurance Broker I (Broker I) is a key position in the insurance office providing insurance solutions that meet our client's needs to manage and reduce their risk. Supported by a Level I insurance licence, the Broker I processes personal line policies and ICBC Auto-plan.

Key Accountabilities

Customer Service:

Delivers insurance solutions to new and existing customers. Takes ownership of customer issues and complaints, resolving and referring as appropriate. Is knowledgeable in all Northern Savings products and services to enable referrals to retail branches, business services, and financial advisory services, including life insurance. Presents a professional image to customers and internal customers (other staff). Continually markets the benefits of membership to non-members to grow the member base. Other duties may be assigned periodically, including issuing of Lloyd's commercial policies and claims administrative assistance.

Employee Engagement:

Engages in positive internal customer interactions which support a positive, respectful workplace that promotes team success. Collaborates with staff in addressing services issues and customer or member concerns. Fosters a culture consistent with the Credit Union's values and service philosophy. Actively participates in team meetings. Provides mentorship to other brokers.

Operational Effectiveness:

Has excellent knowledge of processes and procedures that apply to the Broker I role. Identifies process improvements and escalates to supervisor. Ensures that all interactions with clients, members and fellow staff are completed in a professional and timely manner.

Risk Management and Financial Health:

Meets compliance, confidentiality and regulatory requirements and abides by management policy and office procedures. Acts within delegation of authority regarding processing of polices.

Minimum Qualifications:

Education:

High school diploma is a requirement. Level I Insurance broker license. Completion of post-secondary education is an asset. Completion of sales training is a asset. Completion of CUSOURCE and/or CU Training courses related to this position is an asset.

Experience:

Previous insurance sales and service experience is preferred.

Skills:

Demonstrated sales skills. Expert knowledge of insurance products and services required. Ability to prioritize, organize work within time constraints, under pressure and competing priorities. Ability to communicate and liaise professionally with members, potential customers, community groups and co-workers while maintaining confidentiality. * Working knowledge, skills and experience in Microsoft Office.