Insurance Advisor/Senior Insurance Advisor

BCAA; Kelowna; On-site; CAD 53,000 - 67,000; Full time

Benefits offered by this job

Career development

Sales incentives

Flexible benefits

Wellness dollars

Pension plan

Paid time off

BCAA membership

Job summary

BCAA in Kelowna is hiring for Insurance Advisor or Senior Insurance Advisor to help clients select appropriate homeowners and general insurance products. The role focuses on building trusted relationships, meeting client needs, and upholding high service standards within a collaborative team.

Prior insurance licensing and Autoplan Essentials are required, with potential for promotion to a Senior Advisor based on performance.

Qualifications

• 1–2 consecutive years’ experience in general insurance, including homeowners insurance.
• Level 1 (Insurance Advisor) or Level 2 (Senior Insurance Advisor) Insurance license.
• Completion of Autoplan Essentials.
• Limited history of Errors & Omissions and in good standing with Insurance Council of BC.
• Comfortable using technology, including basic knowledge of MS Office (Word, Excel, PowerPoint, Outlook).
• Bonus qualifications: CAIB certification, experience using ICBC systems, and ability to speak other languages besides English.

Responsibilities

• Independently issue BCAA insurance products and services to current and new customers to meet their needs.
• Collaborate with BCAA Support Teams and Underwriting to assess and recommend the right coverage for customers.
• Achieve sales and productivity goals while upholding BCAA and AAA/CAA Member experience goals and underwriting guidelines.
• Lead customer accounts and documentation, from processing payments to issuing new, renewal, endorsements and cancellations for insurance policies and memberships.
• Increase industry knowledge towards becoming a team lead or people leader.

Skills

Relationship building

Goal oriented

Education

Autoplan Essentials certification

Tools

MS Office

ICBC systems

Job description

Why BCAA?

Feel proud of what you do and help shape the future of BC at a BC Top Employer. We’re driven by purpose – delivering peace of mind to one in three BC households with insurance, roadside assistance, auto repair, Evo Car Share and Evolve E-Bike Share. With a long history of keeping roads safe and giving back in ways that build stronger communities, we offer a wide variety of meaningful, rewarding careers that move BC forward.

We are currently hiring an Insurance Advisor or Senior Insurance Advisor based in our Kelowna Service Location!

While preference and first consideration will be given to qualified Senior Insurance Advisor candidates, BCAA also welcomes applications from Insurance Advisors who meet the minimum qualifications — including experience in Home Insurance sales and at least six months of General Insurance experience — and are interested in progressing to a Senior Insurance Advisor role.

As a Senior Insurance Advisor , you’ll build strong, trusting client relationships by helping our customers select the right mix of insurance products and services to meet their life’s events and future needs. Your commitment to deliver signature customer experiences enables BCAA to be the one of the most trusted organizations in British Columbia.

Who you are:

• You see the big picture with a keen eye for the details. You exercise good judgment and make decisions based on risks, costs, and benefits.
• You work well under pressure. You balance multiple priorities and adapt quickly when things change.
• A problem solver who loves a challenge. Organized yet flexible, you thrive in a workplace where no two days are the same.
• A teammate who loves helping others and contributing to your community. Making a difference in someone’s day makes your day too!

What you bring:

• At least 1 to 2 consecutive years’ experience ofgeneral insurance experience, including one year experience selling homeowners insurance (Senior Insurance Advisor).
• Level 1 (Insurance Advisor) or 2 (Senior Insurance Advisor) Insurance license
• Completion ofAutoplanEssentials
• Limited history of Errors & Omissions and in good standing with the Insurance Council of BC
• Comfortable using technology, including basic knowledge of MS Office (Word, Excel, PowerPoint, Outlook)
• Bonus qualifications! CAIB certification, experience using ICBC systems, and ability to speak other languages aside from English.

What a typical day looks like:

• Independently issue BCAA insurance products and services to current and new customers to meet their needs. You’ll help them secure and/or renew their policies by reviewingcurrent coverage and making recommendations.
• Collaborate with BCAA Support Teams and Underwriting to assess and recommend the right coverage for our customers.
• Achieve sales and productivity goals while upholding BCAA andAAA/CAAMember experiencegoals and underwriting guidelines.
• Lead customer accounts and documentation, from processing payments to issuing new,renewal, endorsements and cancellations forInsurance policies, BCAA Memberships, and additional products and services.
• Increase your industry knowledge and expertise towards becoming a team lead or people leader. You’ll participate in BCAA’s training courses, maintain annual licensing requirements and keep up to date with the latest processes, products and service offerings in the insurance industry in a supportive environment.

The salary range for this position is $48,405.36 to $60,506.64 for an Insurance Advisor role . For a Senior Insurance Advisor role , the salary range for this position is $53,254.44 to $66,568.08 and is determined viajob-related knowledge, skills, experience, certifications, market demand and internal equity. In addition to base salary and BCAA benefits, this position is eligible for a performance bonus target of 12.5%, with the opportunity to earn up to 21.5%.

What we offer:

• The chance to make a difference every day in the lives of British Columbians, BCAA Members and our communities.

• Career and personal development to help you grow and reach your goals.

• Incentives that recognize team and individual sales and performance.

• Flexible benefits to support your health and lifestyle, and wellness dollars* to keep your body, mind and soul thriving.

• A competitive rewards package including salary performance bonus programs, pension plan*, and more to help build your personal wealth.

• Paid time off including vacation, and days for wellness, volunteering, and cultural, spiritual or religious connection.

• BCAA membership, with valuable perks and Member savings on every day and special spending, from gas and coffee to clothes, sports and event tickets, and hotels.

• Meaningful, rewarding work for a BC Top Employer known for putting people first and constantly building a better workplace for all our team members.

*for permanent employees

BCAA is an Equal Opportunity Employer, committed to providing accessible, inclusive employment. We have a long-standing partnership with the Presidents Group which strives to increase employment opportunities for people living with disabilities, and champion accessible employment in BC. If you need personalized support through application and recruitment, please contact [e-mail].