Advisor, Auto Insurance

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

Job summary

Navacord's Sidney, BC branch is hiring an Advisor, Auto Insurance to deliver personalized service and auto policy expertise to clients in person at the Sidney office. You will process renewals, endorsements, and cancellations, assess terms and limits, and maintain precise client records using our CRM.

In addition, you will engage with new and returning clients, review current coverage, propose Navacord solutions, and strive to meet sales and retention targets while upholding our service

Qualifications

• Level 1 license preferred or willingness to train and obtain Level 1 General Insurance license.
• Experience in BC insurance industry or other provinces is an asset.
• Strong interpersonal and communication skills to build client trust.
• Excellent written and verbal communication.
• Previous sales experience is highly valued.

Responsibilities

• Process renewals, endorsements, and cancellations for ICBC and in-house auto insurance with meticulous attention to detail.
• Assess product terms, conditions, coverages, limits, and exclusions to provide tailored solutions.
• Use in-house CRM to maintain accurate client information and policy details.
• Oversee the distribution of plates, permits, and debit/credit receipts with precise record-keeping.
• Maintain knowledge of ICBC products, private auto insurance manuals, and best practices.
• Engage with clients through consultative in-person or phone interactions and build trust.
• Review clients' current coverage and recommend Navacord products for protection.
• Meet and exceed sales, business-building, and retention targets.
• Process payments and follow up on outstanding balances.

Skills

Interpersonal skills

Communication skills

Sales experience

Education

Level 1 General Insurance license (or willingness to obtain)

Job description

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 Sidney 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.
• 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.

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.