Insurance Representative, Level 2 - Parksville, Canada - Coastal Community Insurance Services (2007) Ltd.
1 week ago
Description
Position Type:
Permanent
Together, Let's Do Great Things
We're the largest financial institution based on Vancouver Island and the Gulf Islands, and we've got an opportunity for you.
We are looking for a
Level 2 Insurance Representative, so if you're passionate about insurance, and helping people protect themselves and their assets we'd like to hear from you.
What's the role?
As a
Level 2 Insurance Representative, you will effectively cross-sell the services of Coastal Community Insurance Services Ltd. and Coastal Community Credit Union. You will report to the Agency Manager.
Your duties will include:
- Performing all clerical and general insurance office functions
- Prospecting, marketing, selling, and processing all products relevant to the general insurance industry, including ICBC transactions
- Assisting in the development of products, procedures, or services
- Checking and signing policies for Level 1 Salespersons as required
- Actively promoting the organization in the community in a positive manner
- Ensuring that all department work meets standards in presentation, quality, and timeliness as directed
- Providing a friendly, courteous, and communicative service while responding immediately and diplomatically to questions and concerns
- Effectively utilizing time out of the office to generate sales
- Handling Level 1 functions as required
- Performing other insurance related duties as assigned
What are we looking for?
- Secondary school diploma
- Applicable licensing concurrent with position (consideration will be given to individuals with a Level 1 license and experience)
- Advanced knowledge of personal lines insurance
- Working knowledge of commercial insurance
- Excellent communication skills and the ability to articulate in a clear, concise manner is required to transfer information and understanding to members
- Effective listening skills to engage members in conversation to understand and identify their immediate financial needs, and provide resolution through sourcing information, matching an appropriate product/service and/or referring members to the appropriate individual to complete their request
- The ability to multitask with keyboarding and internet/computer navigation skills for searching online client data and product information while simultaneously conversing with the member is essential to ensure that members receive excellent member service
- Interviewing skills and the ability to ask probing questions are required, as well as having the flexibility to adapt to each request and move between a variety of member concerns/questions/requests
Who are we?
Since first forming in 1946, Coastal Community has grown to become the largest financial services provider based on Vancouver Island.
- We're 100% memberowned, with all decisions made locally—right here on Vancouver Island.
- We're a growing organization with over $4 billion in assets under management. Coastal Community helps improve the financial health of over 100,000 members and clients through our 24 branches, 16 insurance offices, 4 business centres, plus our wide range of online and digital services.
- We believe in making meaningful contributions to the communities we call home. Each year, we give over half a million to community organizations and programs.
We offer a generous compensation package and a great work/life balance because we want you to spend your career here.
Many people doMore jobs from Coastal Community Insurance Services (2007) Ltd.
-
Insurance Representative, Level 2
Nanaimo, Canada - 1 week ago
-
Insurance Representative, Level 1
Victoria, Canada - 1 week ago
-
Insurance Representative, Level 2
Nanaimo, Canada - 1 week ago
-
Insurance Representative, Level 2
Victoria, Canada - 2 days ago
-
Insurance Representative, Level 2
Victoria, Canada - 1 week ago
-
Insurance Representative, Level 1
Duncan, Canada - 4 days ago