Insurance Representative, Level 2 - Union

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

Job summary

Coastal Community Credit Union is seeking an Insurance Representative, Level 2, to cross-sell Coastal Community Insurance Services and Coastal Community Credit Union products. You will report to the Agency Manager and handle clerical, sales, and service tasks in a dynamic insurance environment.

The role requires a secondary diploma, appropriate licensing, and knowledge of personal and commercial insurance. Strong communication and multitasking abilities are essential for success in this on-site

Qualifications

• Secondary school diploma required; licensing concurrent with position.
• Advanced knowledge of personal lines; working knowledge of commercial insurance.
• Excellent communication and problem‑solving abilities.
• Ability to multitask and use Windows Outlook, Word, Excel.

Responsibilities

• Perform clerical and general insurance office functions.
• Prospect, market, sell, and process products in general insurance, including ICBC transactions.
• Assist in developing products, procedures, or services.
• Check and sign policies for Level1 Salespersons as required.
• Promote the organization in the community and maintain quality service.
• Ensure all work meets standards of presentation, quality and timeliness.

Skills

Personal lines insurance

Commercial insurance

Excellent communication

Active listening

Multitasking

Interviewing skills

Keyboarding 40 wpm

Windows suite familiarity

Education

Secondary school diploma

Insurance licensing Level 2 (or Level 1)

Job description

Insurance Representative, Level 2 - Union

Job Category: Insurance

Requisition Number: INSUR004764

• Posted : July 17, 2026
• Full-Time
• On-site

Locations

Showing 1 location

Port Alberni Insurance Agency
Port Alberni, BC V9Y 8K2, CAN

Description

Posting Deadline: Please submit your application by 11:59 PM PST, July 31, 2026

Position Type: Permanent

Together, Let’s Do Great Things!

We're a financial services co-operative with an expansive reach on Vancouver Island, the Gulf and Discovery islands and North Central BC. Joining us is your chance to work, and do good, locally. We are looking for an Insurance Representative, Level 2, so if you’re passionate about insurance, and helping people protect themselves and their assets we’d like to hear from you.

What’s the role?

As an Insurance Representative, Level 2, you will effectively cross-sell the services of Coastal Community Insurance Services (2007) Ltd. and Coastal Community Credit Union. You will report to the Agency Manager.

Your duties will include:

• 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

What are we looking for?

• Secondary school diploma
• Applicable licensing concurrent with position (considerationwill be given to individuals with a Level 1 license and experience)
• Advanced knowledge of personal lines insurance
• Working knowledge of commercial insurance

Ideally, you are a flexible, collaborative team player with:

• Keyboarding skills of 40 wpm and computer terminology are required, in addition to proficiency with Windows products such as Outlook, Word, and Excel applications
• Excellent communication skills and the ability to articulate in a clear, concise manner is required to transfer information and understanding to members
• Effective listening skills to engage members in conversation to understand and identify their immediate financial needs, and provide resolution through sourcing information, matching an appropriate product/service and/or referring members to the appropriate individual to complete their request
• The ability to multitask with keyboarding and internet/computer navigation skills for searching on-line client data and product information while simultaneously conversing with the member is essential to ensure that members receive excellent member service
• Interviewing skills and the ability to ask probing questions are required, as well as having the flexibility to adapt to each request and move between a variety of member concerns/questions/requests

If you’re an approachable problem solver who embraces self-development and life-long learning, you’ll be a great fit with us.

Who are we?

Established in 1946, Coastal Community Credit Union puts people's needs first and invests in communities across Vancouver Island, the Discovery and Gulf Islands, and in North Central BC. We’re proud of the legacy we’ve built and the things that make us who we are:

• We’re 100% member-owned, with all decisions made locally—right here in BC.
• We’re a growing organization with $5.6 billion in assets under management.
• Coastal Community helps improve the financial health of over 110,000 members as well as insurance and wealth clients through our 32 branches, 19 insurance offices, our business centres, plus our wide range of online and digital services.
• We believe in making meaningful contributions to the communities we call home through grants, education awards, sponsorships, and fundraising.

At Coastal Community we are dedicated to serving our local community by prioritizing diversity, equality, inclusion, and supporting a sense of belonging for all. We value every individual’s unique experience and perspective. As a result, we empower individuals to achieve their financial goals, enrich lives, and build healthier communities.

Embarking on a journey with Coastal Community means joining an exceptional team, engaging in meaningful work, and enjoying fulfilling experiences along the way. We take pride in offering a comprehensive total rewards package and a workplace culture that’s second to none. This includes a commitment to work/life balance, a substantial extended benefits package, an impressive 11.75% employer-paid RRSP contribution, investments in your education and training, banking perks, and so much more! Join us and be part of a community that values your growth and success!

Full Time Role Range (Annual Salary) - $63,616.32 to $71,672.64

The wage ranges provided are based on the Union collective agreement.

If this role resonates with your passion and skills, we would love to hear from you.