Senior Insurance Advisor

B.C.A.A. Holdings; Kelowna; On-site; CAD 49,000 - 63,000; Full time

Job summary

Join a top BC employer as a Senior Insurance Advisor, helping clients secure the right insurance coverage. You will build strong relationships while achieving sales goals and participating in training for continuous personal and professional development.

Benefits

Flexible benefits to support health and lifestyle

Paid time off for wellness and volunteering

BCAA membership with offers on daily expenses

A competitive rewards package including a pension plan

Qualifications

• At least 2 years of general insurance experience, including homeowners insurance.
• Comfortable using technology, including MS Office.

Responsibilities

• Independently issue insurance products to clients.
• Collaborate with underwriting to recommend coverage for customers.
• Lead customer accounts from processing to issuing endorsements.

Skills

Customer Service

Sales Experience

Time Management

Insurance Sales

Quality Assurance

Education

Level 2 Insurance License

Completion of Autoplan Essentials

Job description

Feel proud of what you do and help shape the future of BC at a BC Top Employer. Were driven by purpose delivering peace of mind to one in three BC households with insurance roadside assistance auto repair Evo Car Share and Evolve E-Bike Share. With a long history of keeping roads safe and giving back in ways that build stronger communities we offer a wide variety of meaningful rewarding careers that move BC forward.

We are currently hiring a Senior Insurance Advisor based in our Kelowna location .

As a Senior Insurance Advisor youll build strong trusting client relationships by helping our customers select the right mix of insurance products and services to meet their lifes events and future needs. Your commitment to deliver signature customer experiences enables BCAA to be the one of the most trusted organizations in British Columbia.

Who you are

You see the big picture with a keen eye for the details. You exercise good judgment and make decisions based on risks costs and benefits.

You work well under pressure. You balance multiple priorities and adapt quickly when things change.

A problem solver who loves a challenge. Organized yet flexible you thrive in a workplace where no two days are the same.

A team mate who loves helping others and contributing to your community. Making a difference in someones day makes your day too!

What you bring

At least 2 consecutive years experience ofgeneral insurance experience including one year experience selling homeowners insurance.

Level 2Insurance license

Completion of Autoplan Essentials

Limited history of Errors & Omissions and in good standing with the Insurance Council of BC

Comfortable using technology including basic knowledge of MS Office (Word Excel PowerPoint Outlook)

Bonus qualifications! CAIB certification experience using ICBC systems and ability to speak other languages aside from English.

What a typical day looks like

Independently issue BCAA insurance products and services to current and new customers to meet their needs. Youll help them secure and / or renew their policies by reviewingcurrent coverage and making recommendations in person and over the phone .

Collaborate with BCAA Support Teams and Underwriting to assess and recommend the right coverage for our customers.

Achieve sales and productivity goals while upholding BCAA andAAA / CAAMember experiencegoals and underwriting guidelines.

Lead customer accounts and documentation from processing payments to issuing newrenewal endorsements and cancellations forInsurance policies BCAA Memberships and additional products and services.

Increase your industry knowledge and expertise towards becoming a team lead or people leader . Youll participate in BCAAs training courses maintain annual licensing requirements and keep up to date with the latest processes products and service offerings in the insurance industry in a supportive environment.

The salary range for this position is $ 49954.92 to $ 62443.68 and is determined viajob-related knowledge skills experience certifications market demand and internal equity. In addition to base salary and BCAA benefits this position is eligible for a performance bonus target of 12.5% with the opportunity to earn up to 21.5%.

Internal Applicants : The last day to apply for this role is end of day May 30 2025. Please note this is a Grade 7 position.

What we offer :

The chance to make a difference every day in the lives of British Columbians BCAA Members and our communities.

Career and personal development to help you grow and reach your goals.

Incentives that recognize team and individual sales and performance.

Flexible benefits to support your health and lifestyle and wellness dollars

• to keep your body mind and soul thriving.

A competitive rewards package including salary performance bonus programs pension plan

• and more to help build your personal wealth.

Paid time off including vacation and days for wellness volunteering and cultural spiritual or religious connection.

BCAA membership with valuable perks and Member savings on every day and special spending from gas and coffee to clothes sports and event tickets and hotels.

Meaningful rewarding work for a BC Top Employer known for putting people first and constantly building a better workplace for all our team members.

• for permanent employees

Were always looking for amazing people like you. Apply today!

BCAA is an Equal Opportunity Employer committed to providing accessible inclusive employment. We have a long-standing partnership with the Presidents Group which strives to increase employment opportunities for people living with disabilities and champion accessible employment in BC. If you need personalized support through application and recruitment please contact .

Required Experience :

Senior IC

Key Skills

Estate Law,Sales Experience,Direct Sales,Time Management,Trusts,Quality Assurance,Customer Service,Swift,Training & Development,Insurance Sales,Medicare,Wills

Employment Type : Full-Time

Experience : years

Vacancy : 1

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