Insurance Advisor - Burnaby, Canada - BCAA

BCAA

Verified Company

Burnaby, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Work at an award-winning top employer If you are looking for an empowering and progressive place to shape your future, then you've landed in the right place at BCAA.

With our corporate Head Office in Burnaby and locations around BC, we offer a wide variety of opportunities all across the province.

Share our purpose to empower British Columbians to move forward.

Summary_

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The purpose of this transitional role is to provide opportunity for career progression to a Senior Insurance Advisor position once all goals, metrics, and competencies of the Senior Insurance Advisor have been performed at a successful level.

Ongoing training and support to advance into this role, will be provided to ensure your long-term success.

As one of BCAA's Member-facing team members, the Insurance Advisor is a driven Insurance Professional dedicated to delivering amazing Member experiences and continuous revenue growth through the consultative selling of BCAA's products and services, with a focus on Homeowners' and Travel Insurance.

The Insurance Advisor is a source of positive brand impressions and builds long-lasting relationships with our Members by reviewing coverages, making recommendations and cross-selling other BCAA products and services.

The Insurance Advisor collaborates with a team who is passionate about igniting unparalleled Member loyalty that enables BCAA to be the most trusted organization in British Columbia.

Key Responsibilities:_
Sells and Upgrades BCAA Products and Services to New and Renewing Members
Through consultative inperson or over the phone sales, acquires new Home, ICBC, Optional Auto and Travel Insurance sales, new BCAA Membership and additional products and services
Renews Home ICBC, Optional Auto and Travel Medical Insurance policies, BCAA Memberships and additional products and services, by reviewing current coverages and making recommendations
Reviews product terms and conditions including, but not limited to, coverages, limits and exclusions to limit errors and omissions
Deepens Member relationships through crossselling other BCAA products and services
Creates and follows up on future business leads and upcoming renewals
Collaborates with BCAA and other supplier's Underwriters
Meets all prescribed sales, businessbuilding and retention targets, BCAA and AAA/CAA Member experience goals, best practices, standards and Underwriting guidelinesManages Member/Customer Accounts and Concerns
Updates Member information and insurance policy details in applicable systems
Processes endorsements and cancellations for Insurance, BCAA Memberships and additional products and services
Issues new and renewal Membership transactions and Member entitlement products such as passport photos, international driving permits, Member maps, tour books and camp guides
Resolves Member concerns by following BCAA's Member resolution standards and meeting BCAA and AAA/CAA Member satisfaction goalsProcesses and Manages Member/Customer Documents
Processes payments and follow up on outstanding payments
Issues new, renewal, endorsements and cancellations for Insurance policies, BCAA Memberships, and additional products and services
Meets all required processing standards for storage, retrieval, confidentiality, accuracy and timelinessAcquires and Maintains Industry, Product and Systems Knowledge
Maintains a working knowledge of all BCAA Membership and Insurance manuals, best practices, standards, policies and systems
Attends required BCAA and industry training courses
Keeps uptodate with industry knowledge and competitor's product offerings
Maintains annual Insurance licensing requirements
Qualifications:_

Minimum Qualifications

Completion of Grade 12 2 years' experience in a Sales and Service environment, including 6 months of General Insurance experience
Level 1 Insurance license, and ability to obtain Level 2 Insurance license within 12 months of employment in this position
Completion of Autoplan Essentials, or completion within 3 months of employment in this position
Demonstrated sales productivity and selling skills, with proven ability to balance customer needs, disciplined risk management and revenue growthDemonstrated multitasking skills and proven ability to prioritize activities
Strong interpersonal communication skills
Ability to work within a fastpaced team environment and maintain a high level of professionalism
Proven judgment and decisionmaking abilities. Must be able to consider costs and benefits of potential products in order to make appropriate recommendations
Proven critical thinking abilities. Must be able to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
Ability to meet prescribed sales, businessbuilding, retention and customer satisfaction targets and objectives
Strong computer skills with basic knowledge of MS Office