General Applications : Insurance Representative - Level 1 or 2 - Union - Vancouver Island

Coastal Community; British Columbia; On-site; CAD 54,000 - 70,000; Full time

Job summary

Coastal Community Insurance Services is seeking motivated individuals as Insurance Representatives across Vancouver Island. Ideal candidates will assist clients with insurance assessments, provide excellent service, and engage in community-oriented marketing efforts. This full-time position offers a supportive work environment and competitive salary based on union agreements.

Benefits

Comprehensive benefits package

Substantial employer-paid RRSP contribution

Investments in education and training

Banking perks

Work/life balance commitment

Qualifications

• Secondary school diploma required.
• Licensing for Level 1 or Level 2 insurance agents preferred.
• Advanced knowledge of personal lines and commercial insurance.

Responsibilities

• Provide client service by assessing insurance needs.
• Perform clerical and general insurance office functions.
• Prospect, market, and sell insurance products.

Skills

Communication

Customer Service

Sales

Problem Solving

Multi-tasking

Education

Secondary school diploma

Job description

Coastal Community Insurance Services is seeking motivated and driven individuals to join our dynamic team. We have opportunities across Vancouver Island, if you are a Level 1 or Level 2 insurance agent looking to grow your career in the industry and work with a caring, knowledgeable, and professional team, this is the perfect opportunity for you.

We are in the following communities :

• Campbell River
• Comox
• Port Alberni
• Gabriola Island
• Duncan
• Chemainus
• Victoria

What’s the role?

As an Insurance Representative, Level 1 or Level 2 , provide excellent client service by assisting clients in assessing their insurance needs and recommending suitable coverage options.

Your duties will include :

• Performing all clerical and general insurance office functions
• Prospecting, marketing, selling, and processing all products relevant to the general insurance industry, including ICBC transactions
• Assisting in the development of products, procedures, or services
• Checking and signing policies for Level1 Salespersons as required
• Actively promoting the organization in the community in a positive manner
• Ensuring that all department work meets standards in presentation, quality, and timeliness as directed
• Providing a friendly, courteous, and communicative service while responding immediately and diplomatically to questions and concerns
• Effectively utilizing time out of the office to generate sales
• Handling Level1 functions as required
• Performing other insurance related duties as assigned

What are we looking for?

• Secondary school diploma
• Applicable licensing concurrent with position (considerationwill be given to individuals with a Level 1 license and experience)
• Advanced knowledge of personal lines insurance
• Working knowledge of commercial insurance

Ideally, you are a flexible, collaborative team player with :

• Keyboarding skills of 40 wpm and computer terminology are required, in addition to proficiency with Windows products such as Outlook, Word, and Excel applications
• Excellent communication skills and the ability to articulate in a clear, concise manner is required to transfer information and understanding to members
• Effective listening skills to engage members in conversation to understand and identify their immediate financial needs, and provide resolution through sourcing information, matching an appropriate product / service and / or referring members to the appropriate individual to complete their request
• The ability to multitask with keyboarding and internet / computer navigation skills for searching on-line client data and product information while simultaneously conversing with the member is essential to ensure that members receive excellent member service
• Interviewing skills and the ability to ask probing questions are required, as well as having the flexibility to adapt to each request and move between a variety of member concerns / questions / requests

If you are passionate about the insurance industry and are looking for a rewarding career opportunity, Coastal Community Insurance Services is the place for you. Join our team and take the next step in your professional journey.

Who are we?

Since first forming in 1946, Coastal Community has grown to become the largest financial services provider based on Vancouver Island. We’re proud of the legacy we’ve built and the things that make us who we are :

• We’re 100% member-owned, with all decisions made locally—right here on Vancouver Island.
• We’re a growing organization with over $4 billion in assets under management. Coastal Community helps improve the financial health of over 100,000 members and clients through our 16 insurance offices, 24 branches, 4 business centres, plus our wide range of online and digital services.
• We believe in making meaningful contributions to the communities we call home. Each year, we give over half a million to community organizations and programs.

At Coastal Community we are dedicated to serving our local community by prioritizing diversity, equality, inclusion, and supporting a sense of belonging for all. We value every individual’s unique experience and perspective. As a result, we empower individuals to achieve their financial goals, enrich lives, and build healthier communities.

Embarking on a journey with Coastal Community means joining an exceptional team, engaging in meaningful work, and enjoying fulfilling experiences along the way. We take pride in offering a comprehensive total rewards package and a workplace culture that’s second to none. This includes a commitment to work / life balance, a substantial extended benefits package, an impressive 11.50% employer-paid RRSP contribution, investments in your education and training, banking perks, and so much more! Join us and be part of a community that values your growth and success!

Full Time Role Range (Annual salary) - $54,560.28 to $69,416.64

The wage ranges provided are based on the Union collective agreement.

If this role resonates with your passion and skills, we would love to hear from you.

Qualifications

Skills

Behaviors

Motivations

Education

Experience

Licenses & Certifications

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