Advisor, Auto Insurance

Waypoint; Campbell River; On-site; CAD 45,000 - 50,000; Full time

Job summary

Navacord in Campbell River, BC, is seeking an Advisor, Auto Insurance for an in-office role at our Willow Point branch. You will process ICBC and in-house auto insurance, tailor solutions, and engage clients to build lasting trust.

You will leverage CRM tools, manage billing, and contribute to achieving sales and retention targets while delivering exceptional client experiences. Weekend availability may be required.

Qualifications

• Level 1 license preferred or willingness to train and obtain it.
• Experience in BC insurance or other provinces is an asset.
• Strong interpersonal and communication skills to build trust with clients.
• Excellent written and verbal communication for clear conversations.
• Previous sales experience is valued to meet targets.
• Willingness to work weekends as required by the business.

Responsibilities

• Process renewals, endorsements, and cancellations for ICBC and in-house auto insurance.
• Assess terms, coverages, and exclusions to tailor client solutions.
• Maintain client data in CRM systems with accuracy and confidentiality.
• Handle plates, permits, and receipts with precise record-keeping.
• Develop knowledge of ICBC products and Navacord manuals.
• Engage clients in person or by phone to build trust and understand needs.
• Cross-sell Navacord products and achieve sales, retention targets.
• Process payments and follow up on outstanding balances.

Skills

Interpersonal communication

Sales experience

Customer service

Written and verbal communication

Education

Level 1 General Insurance license (desirable)

Tools

CRM systems

Job description

POSITION OVERVIEW

As an Advisor, Auto Insurance, you will play a key role in our team of dedicated insurance professionals, delivering personalized services and experiences to clients at our branches. This role offers the opportunity to leverage your customer service skills and auto insurance expertise to understand each client's specific needs, create tailored insurance solutions, and leave a remarkable first impression with every interaction. This is an in-office role at our Campbell River - Willow Point branch location.

RESPONSIBILITIES

Insurance Processing & Administration

• Process renewals, endorsements, and cancellations for ICBC and optional in-house auto insurance with meticulous attention to detail.
• Assess product terms, conditions, coverages, limits, and exclusions, utilizing your expertise to provide clients with tailored insurance solutions.
• Utilize in-house CRM systems to maintain accurate client information and insurance policy details, ensuring the highest standards of accuracy and confidentiality.
• Oversee the distribution of plates, permits, and debit/credit receipts, ensuring meticulous record-keeping and precise accounting.
• Continuously develop and sustain a strong working knowledge of ICBC products, private auto insurance manuals, best practices, standards, and systems.
• Maintain high processing standards for storage, retrieval, and confidentiality of clients' information, ensuring accuracy and protection. client engagement

Client Engagement

• Engage with both new and returning clients through consultative in-person or phone interactions, driven by a deep passion for understanding their needs and building lasting trust.
• Conduct thorough reviews of clients' current coverage, offering educated recommendations of Navacord's relevant products and services to ensure comprehensive protection.

Sales

• Meet and exceed sales, business-building, and retention targets, employing strong sales techniques while upholding Navacord's values and standards.
• Process payments and follow up on outstanding balances, demonstrating a commitment to exceptional customer care and financial accuracy.

Individuals working out of a branch with ICBC Driver's Licensing will be required to perform ICBC licensing duties such as manage bookings, scheduling exams, identification and documentation, and other administrative responsibilities, as necessary.

Additional duties and responsibilities may be added during the course of employment.

Requirements

• Level 1 license Preferred OR willingness to train, study, and take the necessary exams and courses to obtain a Level 1 General Insurance license with the Insurance Council of BC.
• Experience in the insurance industry within BC or other provinces and territories is an asset.
• Refined interpersonal and communication skills, with the ability to connect deeply with clients and foster trust, driven by a passion for delivering exceptional experiences.
• Excellent written and verbal communication skills, ensuring clear, concise interactions with clients and colleagues.
• Previous sales experience is highly valued, highlighting your ability to meet goals and deadlines while delivering outstanding customer service with a resourceful approach.
• Open to working weekends as required by the business.

Navacord is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.

The salary range for this role is $45,000-$50,000 per year, plus commissions. Compensation is determined by a combination of factors including a candidate's experience, job-specific knowledge, and skills. Internal equity to ensure fairness across the organization and region/location is also considered.