Insurance Representative, Level 1 - Non Union

Coastal Community•Port McNeill, BC

10d•Onsite

About The Position

Coastal Community Credit Union is a financial services co-operative with an expansive reach on Vancouver Island, the Gulf and Discovery islands, and North Central BC. They are seeking an Insurance Representative, Level 1, who is passionate about insurance and helping people protect themselves and their assets. Established in 1946, Coastal Community Credit Union is 100% member-owned, with all decisions made locally in BC. It is a growing organization with $5.6 billion in assets under management, serving over 110,000 members as well as insurance and wealth clients through 32 branches, 19 insurance offices, business centres, and online services. The company is committed to making meaningful contributions to its communities through grants, education awards, sponsorships, and fundraising. Coastal Community is dedicated to serving its local community by prioritizing diversity, equality, inclusion, and supporting a sense of belonging for all, valuing every individual’s unique experience and perspective to empower individuals to achieve financial goals, enrich lives, and build healthier communities.

Requirements

Level 1 General Insurance Salesperson License
Minimum of one (1) year insurance industry related experience
Minimum of one (1) year customer service experience, preferably in a retail environment
Excellent communication skills
A willingness to pursue continuous learning opportunities

Responsibilities

Building successful relationships through the promotion and cross-selling of all insurance products and services to meet client needs
Process insurance related transactions for personal lines, automobile insurance and motor vehicle branch transactions
Respond to client reports concerning loss or damage to facilitate the processing of claims