Personal Lines Retail CSR - Highgate Branch

Park Insurance•Burnaby, BC

11d•Onsite

About The Position

We are a dynamic independent insurance brokerage providing auto, personal lines and commercial insurance. We operate three locations in Burnaby, BC. Our family roots shine through in our commitment to our employees and our customers. We are looking for knowledgeable Level 1 or 2 personal lines brokers to work in our retail location on Kingsway, Burnaby in the Highgate Village Shopping Centre. As a Retail CSR, you have excellent communication skills, thrive in a busy and diverse work environment, enjoy pivoting between different tasks, are sales focused and strive to help your clients. You can capably and accurately present facts, choices, and useful advice, verbally and in writing, so that new and existing customers can make a confident and informed decision regarding their insurance needs.

Requirements

Hold a Level 1 or 2 Insurance Broker license in British Columbia.
At least 1 years experience in selling ICBC insurance
Proficient in MS Office (Word, Excel; Outlook), Policy Center; familiarity with EPIC an asset
Affinity for helping others; enjoy being part of a team; are comfortable working in a fast-paced, dynamic environment
Excited about contributing each day to the growth of Park Insurance, and your personal development

Nice To Haves

Familiarity with EPIC

Responsibilities

Promptly follow up on walk in and company provided personal lines insurance leads through a variety of methods; motivated and willing to conduct in-person and telephone sales
Evaluate the insurance needs of clients and prospects (ensuring no gaps or lapses in coverage)
Regularly follow-up with all prospects
Work with a team to establish and achieve your sales targets and develop new business
Work to grow your department and increase the profitability of the company as a whole
Determine each client’s needs, extent of present coverage, and long-term needs to determine the best insurance products to meet their needs
Review applications, renewal requests, and endorsements for accuracy, ensuring they are compliant with underwriting guidelines
Calculate premiums and rates; apply payments and/or refunds
Complete the binding, invoicing, premium collection, and file documentation of assigned accounts
Process cancellations; proactively inquire and document reasons for cancellation
Keep in touch with policy holders for changes, updates, new options, or problems with their coverage
Consistently document activities and attach correspondences daily in Park’s broker management system
Assist walk in and telephone clients for Auto Plan and Private Auto carriers
Responsible for Autoplan renewals, new business, premium collection, cancellations and endorsements
Assistance in ICBC batching and any other duties the Branch Manager sees fit
Develop and maintain respectful, professional, and friendly working relationships with colleagues, company underwriters and anyone we do business with
Actively listen to colleagues’ suggestions; contribute to team meetings
Mentor others using your insurance expertise
Update your personal lines insurance knowledge through continuing education
Actively support Park’s participation in organizational culture, community events and industry events
Embrace Park’s core values of: Passion, Happiness, Innovation and Teamwork

Benefits

Competitive compensation
Paid vacation
Comprehensive medical plan (100%)
Dental plan (80%)
Coverages include optometry, physiotherapy
Health and Wellness program
10 sick days
2 personal days
20-minutes per day for wellness activities such as walking or meditating
Licensing fees are paid 100%
Certification upgrades are paid 50% up front and remainder on successful completion
Employee discounts on home and auto insurance
Employee referral program
Educational reimbursement program
In-house education programs with a focus on personal development
Emphasis on career growth with opportunities for advancement
Positive, empowering, family atmosphere
We will encourage and support your professional and personal development.