Insurance Advisor

SASCU; Salmon Arm; On-site; CAD 42,000 - 60,000; Full time

Benefits offered by this job

Competitive base salary

Performance-based incentive pay

Pension plan with SASCU matching funds

Extended health and dental care

Life and disability insurance

Employee Assistance Program

Flexible spending account for health/p

Flexible work arrangements

Paid time off including vacation

Job summary

SASCUs Insurance Advisor role offers the chance to service new and repeat walk-in and phone-in clients for auto and general insurance. You will provide counsel, prepare quotes, and sell AutoPlan, while following up on referrals and maintaining accurate policy documentation.

The position emphasizes strong customer service, familiarity with technology, and teamwork within a supportive community bank environment. This full-time role includes competitive pay and benefits.

Qualifications

• Level 1 Insurance License, or licensing within 6 months.
• 1 year of sales experience in a service-oriented environment.
• Strong service orientation with excellent communication skills.
• Comfort with technology and various software programs.

Responsibilities

• Provide counsel to clients, prepare quotes, and sell AutoPlan and general insurance.
• Follow up on referrals and facilitate referrals to relevant staff.
• Prepare binders and complete applications, change requests, report claims, and policy paperwork.
• Maintain knowledge of insurance products and services to promote them to clients.
• Maintain inventory and supplies, ensuring tidiness of the office and filing systems.
• Complete ICBC batching and inventory when necessary.

Skills

Communication skills

Sales experience

Service orientation

Tech proficiency

Education

Insurance license (Level 1)

Job description

Brief Description

As an Insurance Advisor, you will provide service to new and repeat walk-in and phone-in clients on auto and general insurance. This includes problem solving client concerns to ensure retention of business and servicing client accounts by identifying additional business opportunities.

What You'll Do

• Provide counsel to clients, prepare quotes, and sell AutoPlan and general insurance.
• Follow up on referrals and facilitates referrals to relevant staff.
• Prepare binders and complete applications, change requests, report claims, and policy paperwork.
• Maintain knowledge of insurance products and services to effectively promote them to clients.
• Maintain inventory and supplies, ensuring the tidiness of the office and filing systems.
• Complete ICBC batching and inventory when necessary.

What You'll Bring

• Level 1 Insurance License, or successful completion of licensing within 6 months.
• 1 year of sales experience in a service-oriented environment.
• Strong service orientation with excellent communication skills.
• Comfort with technology, including word processing, databases, and using a variety of other programs.

We Invest In Our Employees By Offering

• A competitive base salary plus performance-based incentive pay, and a pension plan with SASCU matching all funds.
• Comprehensive group benefits coverage including extended health and dental care, life and disability insurance, and an Employee Assistance Program.
• Flexible spending account for additional health and personal wellness activities and expenses.
• Flexible work arrangements and paid time off including vacation, medical/care time, personal days, and paid community volunteering.
• Opportunities for career growth, financial assistance for training and development, and rewards and recognition.
• Additional benefits including waived or reduced banking fees and reduced rates on personal loans and mortgages.

This is a full-time, Tuesday to Saturday position. It is an excellent opportunity for a community-minded individual to further their career within a successful and growing organization.