Insurance & Membership Advisor

BCAA; Kelowna; On-site; CAD 42,000 - 54,000; Full time

Job summary

A leading insurance provider in Kelowna is seeking a Service Advisor to assist customers with insurance solutions. The role involves promoting memberships, delivering exceptional customer service, and complying with licensing requirements. Ideal candidates will have sales experience and a commitment to personal growth. This position offers a competitive salary ranging from $42,516.72 to $53,145.96 plus bonuses and comprehensive benefits.

Benefits

Career development opportunities

Flexible benefits

Paid time off

BCAA membership perks

Qualifications

• At least two years’ experience in a sales and service environment.
• Comfortable using technology, including MS Office.
• Willingness to obtain Level 1 Insurance license.

Responsibilities

• Greet customers and promote BCAA insurance products.
• Collaborate with support teams to recommend the right coverage.
• Identify cost-saving opportunities for customers.

Skills

Sales experience

Customer service

Problem solving

Tech-savvy

Education

Level 1 Insurance license or commitment to obtain

Completion of Autoplan Essentials or commitment

Tools

MS Office

Job description

A leading insurance provider in Kelowna is seeking a Service Advisor to assist customers with insurance solutions. The role involves promoting memberships, delivering exceptional customer service, and complying with licensing requirements. Ideal candidates will have sales experience and a commitment to personal growth. This position offers a competitive salary ranging from $42,516.72 to $53,145.96 plus bonuses and comprehensive benefits.