Insurance Representative, Level 2 - Union

Coastal Community•Campbell River, BC

9d•CA$63,616 - CA$71,673•Onsite

About The Position

We're a financial services co-operative with an expansive reach on Vancouver Island, the Gulf and Discovery islands and North Central BC. Joining us is your chance to work, and do good, locally. We are looking for an Insurance Representative, Level 2, so if you’re passionate about insurance, and helping people protect themselves and their assets we’d like to hear from you. As an Insurance Representative, Level 2, you will effectively cross-sell the services of Coastal Community Insurance Services (2007) Ltd. and Coastal Community Credit Union. You will report to the Agency Manager.

Requirements

Secondary school diploma
Applicable licensing concurrent with position (consideration will be given to individuals with a Level 1 license and experience)
Advanced knowledge of personal lines insurance
Working knowledge of commercial insurance
Keyboarding skills of 40 wpm and computer terminology are required, in addition to proficiency with Windows products such as Outlook, Word, and Excel applications
Excellent communication skills and the ability to articulate in a clear, concise manner is required to transfer information and understanding to members
Effective listening skills to engage members in conversation to understand and identify their immediate financial needs, and provide resolution through sourcing information, matching an appropriate product/service and/or referring members to the appropriate individual to complete their request
The ability to multitask with keyboarding and internet/computer navigation skills for searching on-line client data and product information while simultaneously conversing with the member is essential to ensure that members receive excellent member service
Interviewing skills and the ability to ask probing questions are required, as well as having the flexibility to adapt to each request and move between a variety of member concerns/questions/requests

Nice To Haves

Flexible, collaborative team player
Approachable problem solver who embraces self-development and life-long learning

Responsibilities

Performing all clerical and general insurance office functions
Prospecting, marketing, selling, and processing all products relevant to the general insurance industry, including ICBC transactions
Assisting in the development of products, procedures, or services
Checking and signing policies for Level 1 Salespersons as required
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
Effectively utilizing time out of the office to generate sales
Handling Level 1 functions as required
Performing other insurance related duties as assigned