Insurance Services Representative, Level 3 (Permanent, Fulltime), Quesnel Branch

Integris Credit Union•Quesnel, BC

6d•CA$29 - CA$34•Onsite

About The Position

Integris Insurance Services is seeking an individual to join their Insurance Team as a permanent, full-time Insurance Representative, Level 3 at their Quesnel branch. As an Insurance Representative 3, you will demonstrate full confidence and competence in servicing a wide range of personal lines insurance products, including homes, recreational vehicles, marine policies, mobile homes, and farm coverage. Depending on your experience and training, you may also manage complex commercial risks such as commercial auto and fleet programs. This role is suited for experienced professionals capable of completing independent risk assessments and managing client portfolios with minimal supervision, except in non-routine situations. You will be responsible for delivering expert advice, maintaining high service standards, and ensuring compliance with all regulatory and policy requirements.

Requirements

Valid Level 2 Insurance License (Level 3 eligible considered an asset).
Minimum continuing education credits mandatory for licensing.
Familiarity with all aspects of personal lines.
Demonstrates strong knowledge of ICBC and personal lines.
Excellent communication, organization, and member service skills.
Comfortable working independently with strong problem-solving abilities.
Proficient in insurance software and broker management system.
Ability to interact with members clearly and effectively.
Accuracy in handling financial transactions and member information.

Nice To Haves

Level 3 eligible considered an asset.
Commercial lines knowledge considered an asset.
Commercial exposure considered an asset.
Individuals interested in building a career in the insurance industry.
Candidates who demonstrate strong customer service skills, a willingness to learn, and an interest in obtaining the required licensing.

Responsibilities

Provide exceptional service by processing insurance transactions and addressing member inquiries.
Conduct needs assessments and recommend suitable insurance products and coverages.
Manage policy renewals, endorsements, cancellations, and licensing transactions including ICBC transactions.
Apply underwriting guidelines and assess risk, identifying any fraud or security concerns.
Support administrative tasks when needed such as supply inventory, batching, and basic reporting.
Provide guidance and support to the rest of the insurance team, including on-the-job training as required.