Service Advisor (BB-F9195)

Found in: Neuvoo CA


Key Responsibilities


Sells and Upgrades Membership and Auto Insurance to New and Renewing Members

  • Through consultative in-person or over the phone sales, acquires new BCAA Memberships, Travel Insurance, ICBC and Optional Auto Insurance sales; where required and with the appropriate qualifications, sells additional BCAA products and services
  • Renews BCAA Memberships, Travel Insurance, ICBC and Optional Auto Insurance policies by reviewing current coverages and making recommendations; where required and with the appropriate qualifications, renews additional BCAA products and services
  • Reviews product terms and conditions including, but not limited to, coverages, limits and exclusions to limit errors and omissions
  • Deepens Member relationships through excellence in customer service including, advising Members of Member value and opportunities to save
  • Collaborates with BCAA and other supplier’s Underwriters
  • Meets all prescribed sales, business-building and retention targets, BCAA and AAA/CAA Member experience goals, and Underwriting guidelines
  • Creates Referrals for Cross-selling of BCAA Products and Services to New and Renewing Members

  • Creates referrals for cross-selling Homeowners’ and Travel Insurance
  • Creates and follows up on future business leads and upcoming renewals
  • Manages Member/Customer Accounts and Concerns

  • Updates Member information and insurance policy details in applicable systems
  • Processes Membership, Travel Insurance, ICBC and Optional Auto Insurance endorsements and cancellations; where required, process endorsements and cancellations for additional BCAA 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 goals
  • Processes and Manages Member/Customer Documents

  • Processes payments and follow up on outstanding payments
  • Issues new, renew and makes changes to Memberships
  • Issues new and renewal Travel Insurance, ICBC and Optional Auto Insurance policies, cancellations, endorsements, plates and transfers; where required, issue new, renewal, endorsements and cancellations for additional BCAA products and services
  • Meets all required processing standards for storage, retrieval, confidentiality, accuracy and timeliness
  • Acquires and Maintains Industry, Product and Systems Knowledge

  • Maintains a solid understanding of all BCAA Membership and Insurance manuals, standards, policies and systems
  • Attends required BCAA and industry training courses
  • Keeps up-to-date with industry knowledge and competitors’ product offerings
  • Maintains annual Insurance licensing requirements
  • Other Duties; As Assigned

  • Greeting and administrative duties
  • Qualifications:

    Minimum Qualifications

  • Completion of Grade 12
  • 2 years’ experience in a Sales and Service environment
  • Level 1 Insurance license (or willing to obtain within 3 months)
  • Completion of Autoplan Essentials within 3 months from start date in position
  • Demonstrated sales efficiency and customer service skills
  • Demonstrated multi-tasking skills and consistent track record to prioritize activities
  • Strong interpersonal communication skills
  • Ability to work within a fast-paced team environment and maintain a high level of integrity
  • Validated judgment and decision-making abilities. Must be able to consider costs and benefits of potential products in order to make appropriate recommendations
  • Validated critical thinking abilities. To use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
  • Ability to meet prescribed sales, business-building, retention and customer satisfaction targets and objectives
  • Strong digital literacy with basic knowledge of MS Office Suite Products (Word, Excel, Outlook)
  • Preferred Qualifications

  • CAIB certification
  • Completion of Autoplan Essentials
  • Knowledge of applicable BCAA and ICBC systems
  • Limited history of Errors & Omissions and in good standing with the Insurance Council of BC
  • Ability to speak alternate languages that would support particular market demographics
  • We aspire to be one of the best places to work for those who value integrity, teamwork and sustainability. Each of us will grow personally and professionally by doing engaging work with inspiring people.

    calendar_today1 day ago


    location_on Kelowna, Canada

    work BCAA

    I expressly authorise the Terms and Conditions

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