Licensed Personal Insurance Advisor - Client Care & Service

DGA Careers; Burnaby; Presencial; CAD 50.000 - 70.000; Jornada completa

Descripción de la vacante

DGA Careers Inc. is seeking a Personal Insurance Customer Service Representative for Burnaby, BC. This role focuses on helping clients with personal insurance needs and building lasting relationships in a service-focused environment.

You will review coverage, process policy transactions, and respond to inquiries while maintaining accurate client records in the brokerage system. Strong communication and attention to detail are essential for success.

Formación

• Level 1 or Level 2 Insurance Broker licence in British Columbia.
• Minimum 1 year of personal lines insurance experience.
• Strong understanding of personal insurance products and coverage options.
• Excellent customer service, communication, and relationship-building skills.
• Ability to manage multiple priorities in a busy environment.
• Proficiency with Microsoft Office and PolicyCenter.
• Experience with EPIC considered an asset.

Responsabilidades

• Provide knowledgeable and responsive service to new and existing personal insurance clients.
• Assess insurance needs, review coverage, and recommend appropriate solutions.
• Respond to client inquiries and assist with new business, renewals, endorsements, and cancellations.
• Process policy transactions, premium payments, and required documentation accurately.
• Identify opportunities to provide additional coverage based on client needs.
• Assist with ICBC Autoplan and private automobile insurance transactions as required.
• Maintain accurate client records and correspondence within the brokerage management system.
• Build positive relationships with clients, colleagues, and insurance partners.
• Support a collaborative team environment and maintain current insurance knowledge through ongoing professional development.

Conocimientos

Customer service

Relationship-building

Communication

Attention to detail

Multitasking

Educación

Level 1 or Level 2 Insurance Broker licence in British Columbia

Herramientas

PolicyCenter

Microsoft Office

EPIC

Descripción del empleo

DGA Careers Inc. is seeking a Personal Insurance Customer Service Representative for Burnaby, BC. This role focuses on helping clients with personal insurance needs and building lasting relationships in a service-focused environment.

You will review coverage, process policy transactions, and respond to inquiries while maintaining accurate client records in the brokerage system. Strong communication and attention to detail are essential for success.