Mobile Road Advisor, Auto Insurance

Waypoint; Vancouver; On-site; CAD 40,000 - 52,000; Full time

Job summary

Navacord is seeking a Mobile Road Advisor to service client insurance needs through in-person visits at dealerships across British Columbia. The role is on-site from our Vancouver area branch, requiring a personal vehicle and willingness to travel.

You’ll engage with clients, provide expert advice, and help navigate the claims process while building long-term relationships. The position offers growth towards a producer role within Navacord’s expanding client-focused team.

Qualifications

• Level 1 Insurance Broker License.
• At least 1 year of insurance experience.
• Valid BC driver's license and access to a reliable vehicle.
• Strong time management and multitasking abilities.
• Ability to work in the field and independently.

Responsibilities

• Engage clients to understand their insurance needs and advise on best coverage.
• Process renewals, endorsements, and cancellations with accuracy.
• Grow book of business by meeting sales targets and cross-selling products.
• Travel to dealerships across BC and manage daily client visits.
• Maintain accurate client information in CRM and protect confidentiality.

Skills

Client service

Time management

Sales skills

Field visiting

Driving

Education

Level 1 Insurance Broker License

Tools

CRM systems

Job description

Navacord 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.

This is an on-site position based out of our Vancouver-Burrard branch location. A personal vehicle to travel between dealerships within the service region and the branch is required.

RESPONSIBILITIES

Client Engagement and 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.
• Offer guidance and assistance to ensure clients have smooth and efficient claims experience.

Insurance Processing & Administration

• Process renewals, endorsements, and cancellations for ICBC and optional in-house auto insurance with meticulous attention to detail.
• Assess product terms, conditions, coverages, limits, and exclusions, utilizing your expertise to provide clients with tailored insurance solutions.
• Utilize in-house CRM systems to maintain accurate client information and insurance policy details, ensuring the highest standards of accuracy and confidentiality.
• Provide support to clients throughout the claims process, helping them navigate and resolve any issues that arise.
• Continuously develop and sustain a strong working knowledge of ICBC products, private auto insurance manuals, best practices, standards, and systems.
• Maintain high processing standards for storage, retrieval, and confidentiality of clients' information, ensuring accuracy and protection.

Business Development and Sales

• Meet and exceed sales, business-building, and retention targets, employing strong sales techniques while upholding Navacord’s values and standards.
• 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 and Mobility

• Travel short distances within a specified region on a daily basis to visit clients at dealerships and other locations as required.
• Manage travel schedules 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.
• Valid driver's license in British Columbia and access to a reliable vehicle for travel purposes.
• 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.

Navacord 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.

The salary range for this role is $40,000 to $52,000 per year. Compensation is determined by a combination of factors including a candidate’s experience, job-specific knowledge, and skills. Internal equity to ensure fairness across the organization and region/location is also considered.