Insurance Representative, Level 1 - 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. In this role, the Insurance Representative, Level 1, will effectively cross-sell the services of Coastal Community Insurance Services (2007) Ltd. and Coastal Community Credit Union. The position reports to the Agency Manager.

Requirements

Secondary school diploma
Applicable licensing concurrent with position of Level 1
Must be prepared to obtain required Level II license within 24 months as directed by the Insurance Manager, should it be required

Nice To Haves

Demonstration of a professional manner in speech, conduct, and appearance
Excellent interpersonal skills as required in an environment of quality service and cross-selling
A practical knowledge of ICBC related computer skills and understanding of the operation of a PC
Ability to operate general office equipment and knowledge of office procedures
Ability and incentive to upgrade skills and knowledge
A commitment to the Strategic Planning process
Approachable problem solver who embraces self-development and life-long learning

Responsibilities

Organizing, controlling and distributing all batching, inventory, stock reconciliations, banking and all other ICBC agency functions
Performing all clerical and general insurance office functions
Actively training and/or assisting in ICBC and general insurance transactions with the responsibility to train others from time to time in ICBC functions
Performing other insurance related duties as assigned
Actively promoting the organization in the community in a positive manner
Ensuring that all department work meets standards in presentation, quality and timeliness as directed
Providing a friendly, courteous and communicative service while responding immediately and diplomatically to questions and concerns