Insurance Representative, Level 2 – Community Impact Role

Coastal Community Credit Union; Campbell River; On-site; CAD 63,616 - 71,672; Full time

Benefits offered by this job

11.75% employer-paid RRSP contribution

Extended benefits package

Banking perks

Comprehensive total rewards package

Job summary

Coastal Community Credit Union in Campbell River is seeking an Insurance Representative, Level 2, to cross-sell Coastal Community Insurance Services and support members with personal and commercial insurance needs. You will report to the Agency Manager and handle clerical functions, policy checks, and ICBC transactions.

This on-site role requires a secondary school diploma, current licensing (Level 2 preferred), strong knowledge of personal lines and commercial insurance, plus proficiency with

Qualifications

• Secondary school diploma
• Applicable licensing concurrent with position (Level 1 or Level 2)
• Advanced knowledge of personal lines insurance
• Working knowledge of commercial insurance

Responsibilities

• 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

Skills

Keyboarding 40 wpm

Strong communication

Active listening

Multitasking

Interviewing

Education

Secondary school diploma

Tools

Outlook

Word

Excel

Windows OS

Job description

Coastal Community Credit Union in Campbell River is seeking an Insurance Representative, Level 2, to cross-sell Coastal Community Insurance Services and support members with personal and commercial insurance needs. You will report to the Agency Manager and handle clerical functions, policy checks, and ICBC transactions.

This on-site role requires a secondary school diploma, current licensing (Level 2 preferred), strong knowledge of personal lines and commercial insurance, plus proficiency with