Insurance Advisor/Senior Insurance Advisor

BCAA; Victoria; On-site; CAD 50,000 - 65,000; Full time

Job summary

A leading insurance provider in Victoria is seeking a Senior Insurance Advisor to build strong client relationships and recommend insurance products. Candidates should have 1-2 years of insurance experience, a Level 1 or 2 Insurance license, and proficiency in MS Office. This role demands excellent problem-solving skills and the ability to thrive in a dynamic environment. Join us to help deliver peace of mind to our customers.

Benefits

Comprehensive benefits

Training programs

Community involvement opportunities

Qualifications

• At least 1 to 2 years of general insurance experience, preferably in homeowners insurance.
• Comfortable using technology and software tools.
• Limited history of Errors & Omissions, in good standing with the Insurance Council of BC.

Responsibilities

• Issue BCAA insurance products and services to meet customer needs.
• Collaborate with support teams to determine optimal coverage.
• Achieve sales and productivity goals while meeting service standards.

Skills

General insurance experience

Customer service

Problem-solving

Organizational skills

Technology proficiency

Education

Level 1 or 2 Insurance license

Completion of Autoplan Essentials

Tools

MS Office (Word, Excel, PowerPoint, Outlook)

Job description

Overview

Why BCAA?

Feel proud of what you do and help shape the future of BC at a BC Top Employer. We\u2019re driven by purpose 1 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 Senior Insurance Advisor based in our Hillside Service Location!

As a Senior Insurance Advisor, you\u2019ll build strong, trusting client relationships by helping our customers select the right mix of insurance products and services to meet their life\u2019s events and future needs. Your commitment to deliver signaturecustomer 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\u2019s day makes your day too!

What you bring

• At least 1 to 2 consecutive years\u2019 experience of general insurance experience, including one year experience selling homeowners insurance.
• Level 1 or 2 Insurance license
• Completion of Autoplan Essentials
• 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\u2019ll help them secure and / or renew their policies by reviewing current 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 and AAA / CAAMember experience goals and underwriting guidelines.
• Lead customer accounts and documentation, from processing payments to issuing new, renewal, endorsements and cancellations for Insurance policies, BCAA Memberships, and additional products and services.
• Increase your industry knowledge and expertise towards becoming a team lead or people leader. You\u2019ll participate in BCAA\u2019s 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.