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Autoplan & Personal Lines Retail Broker

Job Summary
  • Brokerage Name:
    Park Insurance Agency Ltd.
  • Approximate Salary: Negotiable
  • Region: Lower Mainland
  • Location: 4586 Hastings Street, Burnaby, BC
  • Country:
  • Category: Autoplan and Personal Lines
  • Position Type: Full-Time
  • Experience Level:
  • Education Level: Level One Licensee
  • Advertised: 30-05-2022
  • Closing Date: 29-06-2022
  • Job ID: 6013
  • Click here to find more jobs posted by this employer
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We are looking for knowledgeable Level 1 personal lines brokers for both of our Burnaby locations: Hastings Street, in North Burnaby and on Kingsway, at Highgate Mall

Who We Are

We are a dynamic independent insurance brokerage providing auto, personal lines and commercial insurance.  We operate three locations in Burnaby, BC.  Our family roots shine through in our commitment to our employees and our customers.  Learn more about our story.

Who You Are

We are looking for knowledgeable Level 1 personal lines brokers for both of our Burnaby locations: Hastings Street, in North Burnaby and on Kingsway, at Highgate Mall.  As a Retail CSR, you have excellent communication skills, thrive in a busy and diverse work environment and strive to help you clients.  You can capably and accurately present facts, choices, and useful advice, verbally and in writing, so that new and existing customers can make a confident and informed decision regarding their insurance needs.

  • Hold at minimum, a Level 1 Insurance Broker licence in British Columbia. Willingness to obtain Level 2
  • At least 2 years’ experience in selling Autoplan, personal lines insurance and travel medical insurance
  • Proficient in MS Office (Word, Excel; Outlook), Policy Center and AMS; familiarity with EPIC Applied Systems an asset
  • Affinity for helping others; enjoy being part of a team; are comfortable working in a fast-paced, dynamic environment
  • Excited about contributing each day to the growth of Park Insurance, and your personal development
  • Must be willing to work 1-2 evening shifts per week and one Saturday shift every 3 weeks

 

What You’ll Do

Autoplan

  • Assist walk in and telephone clients for Auto Plan and Private Auto carriers
  • Responsible for Autoplan renewals, new business, premium collection, cancellations and endorsements
  • Assistance in ICBC batching and any other duties the Branch Manager sees fit

Personal Lines

  • Assist walk in, telephone and electronic prospective clients in regards to Personal Lines Insurance and Travel Medical Insurance
  • Evaluate the insurance needs of clients and prospects (ensuring no gaps or lapses in coverage)
  • Regularly follow-up with all prospects
  • Work with a team to achieve company goals and develop new business
  • Calculate premiums and rates; apply payments and/or refunds
  • Complete the binding, invoicing, premium collection, and file documentation of assigned accounts
  • Process cancellations; proactively inquire and document reasons for cancellation
  • Consistently document activities and attach correspondences daily in Park’s broker management system based on established workflows

How You’ll Do It

  • Develop and maintain respectful, professional, and friendly working relationships with colleagues, company underwriters and anyone we do business with
  • Actively listen to colleagues’ suggestions; contribute to team meetings
  • Mentor others using your insurance expertise
  • Update your personal lines insurance knowledge through continuing education
  • Actively support Park’s participation in community events and industry events
  • Embrace Park’s core values of: Passion, Happiness, Innovation and Teamwork

 

What We Offer

  • 37.5 hours per week
  • Competitive compensation and performance-based bonuses
  • Paid vacation
  • Comprehensive medical plan (100%); Dental plan (80%)
  • Health and Wellness program; 10 sick days; 2 personal days; 20-minutes per day for wellness activities; coverage includes optometry, physiotherapy
  • Licensing fees are paid 100%; certification upgrades are paid 50% up front and remainder on successful completion
  • Employee discounts on home and auto insurance
  • Employee referral program
  • Educational reimbursement program
  • In-house education programs with a focus on personal development
  • Emphasis on career growth with opportunities for advancement
  • Positive, empowering, family atmosphere – monthly group lunches, anniversary lunches and other staff events

We will invest in you.  We will encourage and support your professional and personal development.

To apply, send your resume and reference to Natasha Purnell at  

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