Level 2 Insurance Advisor — In-Office Client Solutions

Insurance Brokers Association of BC

Vancouver

On-site

CAD 52,000 - 72,000

Full time

9 days ago

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Job summary

Insurance Brokers Association of BC in Langford, BC is seeking an Insurance Advisor – Level 2 to join our team in an in‑office, full‑time role. The ideal candidate holds a Level 2 Insurance Licence in British Columbia and brings experience in providing insurance advice and building client relationships.

You will discuss coverage options, prepare quotes and policy documents, and stay current with regulations to deliver high‑quality service to clients.

Qualifications

Level 2 General Insurance Licence in BC is required; Level 1 license considered if licensed.
Experience providing insurance advice and building client relationships.
Ability to deliver excellent customer service in an office setting.

Responsibilities

Provide professional insurance advice and solutions based on clients’ needs.
Discuss coverage options, policy features, and requirements with clients.
Prepare quotes, applications, renewals, endorsements, and other policy documents.
Develop and maintain long-term client relationships.
Identify opportunities to meet evolving client insurance needs.
Process policy changes and provide ongoing service and support.
Ensure activities comply with applicable insurance regulations and company policies.
Maintain accurate client records and documentation.
Collaborate with team to provide a high level of customer service.
Stay current with insurance products, industry practices, and regulatory requirements.