Auto Insurance Trainee

Waypoint; Qualicum Beach; On-site; CAD 40,000 - 60,000; Full time

Job summary

Waypoint in Qualicum Beach is hiring an Advisor, Auto Insurance. The role focuses on delivering personalized insurance solutions, facilitating the Level 1 General Insurance license training, and leveraging customer service strengths to build trust with clients.

The in-office position emphasizes processing insurance transactions, engaging clients, and meeting sales and retention targets within a supportive team at our Qualicum Beach branch.

Qualifications

• Willingness to train, study, and take the required exams for the Level 1 license.
• Strong client-interaction skills with a customer-first mindset.
• Proven ability to meet sales, retention, and service targets.

Responsibilities

• Process renewals, endorsements, and cancellations for ICBC and in-house auto insurance with accuracy.
• Assess terms, coverages, and limits to tailor insurance solutions for clients.
• Maintain client data and policy details in CRM with confidentiality.
• Handle plates, permits, and receipts with precise record-keeping.
• Stay current on ICBC products and private auto insurance guidelines.
• Engage with clients in person or by phone to assess needs and build trust.
• Review clients' coverage and recommend Waypoint products for protection.
• Process payments and follow up on outstanding balances.

Skills

Customer service

Sales

Communication

Interpersonal skills

Education

BC Level 1 General Insurance license prep

Job description

Navacord believes in providing individuals with potential an opportunity to obtain the necessary education to kick-start their career in insurance through our robust training program. After the successful completion of the training program and exam, individuals will obtain a BC Level 1 General Insurance license and have the basic skills needed to start their professional career.

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 located at our Qualicum Beach 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

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

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

Requirements:

• 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.
• 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 deeply committed to fostering a workplace that embraces diversity, equity, and inclusion. We honour and respect the unique backgrounds, experiences, and perspectives of all individuals. We actively encourage women, Indigenous peoples, members of visible minorities, people with disabilities, and LGBTQ2+ persons to apply.