Insurance Services Representative VII - Chieftain Centre

Vancity • Squamish, BC

2d • Onsite

About The Position

As an Insurance Service Representative VII, you will provide expert advice and personalized service to members seeking personal lines and AutoPlan insurance products, ensuring a seamless and efficient client experience. You will prepare quotes, support both new and existing clients, and actively contribute to business growth through cross-selling and referrals. This role plays a key part in delivering community-focused insurance solutions that balance profitability with member well-being, and we’re looking for a client-focused professional with strong communication skills and a sales mindset who thrives in a fast-paced, service-oriented environment. This is a Part-time, Permanent role based at our Chieftain Centre Community Branch (Branch 81) and will report directly to the Manager, Squamish Insurance.

Requirements

• Post-secondary education or diploma in a related discipline
• 2+ years of experience in insurance services, sales, or a related client-facing environment
• Foundational knowledge of insurance underwriting processes
• Strong understanding of insurance products, services, and industry practices
• Demonstrated communication and interpersonal skills to effectively support member needs
• Experience working with policies, procedures, and compliance standards
• Valid driver’s license

Nice To Haves

• Experience with AutoPlan or ICBC transactions
• Proven ability to meet or exceed sales targets in an insurance or financial services environment
• Familiarity with credit union products or member-based service models

Responsibilities

• Preparing quotes and providing advice on personal lines and AutoPlan insurance products for new and existing clients
• Supporting members with insurance inquiries while delivering efficient and high-quality service
• Cross-selling additional insurance products and services to grow agency business
• Referring members to appropriate products and services through internal referral systems
• Managing administrative tasks such as processing ICBC transactions, deposits, and documentation
• Maintaining organized insurance and office supplies and supporting day-to-day branch operations
• Ensuring compliance with regulatory requirements, policies, and established service standards

Benefits

• Competitive rewards and benefits
• Flexible benefit packages that can be tailored annually
• 3-4 weeks of vacation per year
• 2 extra stat holidays
• Care days for personal or family illness
• Health and dental benefits begin on your hire date, with three levels of coverage to choose from
• Defined Benefit Pension

What This Job Offers

• Job Type: Part-time
• Career Level: Mid Level
• Education Level: Associate degree