Mobile Road Advisor, Auto Insurance

Waypoint; British Columbia; On-site; CAD 40,000 - 60,000; Full time

Job summary

A growing insurance brokerage in British Columbia is looking for a Mobile Road Advisor to engage with clients at dealerships. The ideal candidate will have a Level-1 Insurance Broker License and at least a year of industry experience. Responsibilities include managing policy renewals, assisting with claims, and identifying new business opportunities. Strong client service and time management skills are essential. This role offers flexibility for individuals passionate about delivering exceptional service.

Qualifications

• Minimum 1 year of experience in insurance with a solid understanding of products.
• Strong client service focus with proven skills in maintaining long-term relationships.
• Valid driver's license and access to a reliable vehicle for traveling.

Responsibilities

• Engage clients to assess insurance needs and provide suitable coverage.
• Manage policy renewals and assist clients with the claims process.
• Identify new business opportunities and maintain a travel schedule for client visits.

Skills

Client engagement

Problem-solving

Time management

Relationship building

Education

Level-1 Insurance Broker License

Job description

POSITION OVERVIEW

Waypoint is seeking a highly motivated Mobile Road Advisor to join our client-focused team. In this role, you will play a crucial part in servicing client insurance needs through in-person visits at dealerships across British Columbia. This position is ideal for individuals passionate about client service, eager to develop into a producer role, and who enjoy the flexibility and variety of working on the road. As a subsidiary of a well-established insurance brokerage experiencing significant growth, we are expanding our team to better serve our clients.

RESPONSIBILITIES:

CLIENT ENGAGEMENT & SERVICE

• Engage with clients to understand their insurance needs, providing expert advice to ensure they receive the most suitable coverage.
• Build and maintain strong, trust-based relationships with clients by proactively anticipating their needs and delivering exceptional service.
• Manage and process policy renewals promptly to ensure high client retention and satisfaction.
• Provide support to clients throughout the claims process, helping them navigate and resolve any issues that arise.
• Offer guidance and assistance to ensure clients have a smooth and efficient claims experience.

BUSINESS DEVELOPMENT & SALES

• Identify and pursue new business opportunities by securing expiry dates and cross-selling additional insurance products.
• Actively seek out and engage potential clients to expand the client base and contribute to the company’s growth objectives.

TRAVEL & MOBILITY

• Travel short distances on a daily basis to visit clients at dealerships and other locations as required.
• Manage travel schedule efficiently to optimize client visits and service delivery.

Additional duties and responsibilities may be added during the course of employment.

REQUIREMENTS:

• Level-1 Insurance Broker License.
• At least 1 year of previous experience in insurance, demonstrating a strong understanding of insurance products and client service.
• High motivation and excellent time management skills to effectively balance multiple tasks and client visits.
• Ability to thrive in a team environment while working independently in the field.
• Outstanding client service skills with a focus on building long-term relationships and achieving high client satisfaction.
• Strong accountability and problem-solving abilities to address client needs and resolve issues.
• Valid driver’s license in British Columbia and access to a reliable vehicle for travel purposes.

Waypoint is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.