Personal Lines Advisor
Salmon Arm, British Columbia
Monday – Friday, with rotating Saturdays
We invite you to join a team where you can feel good about the work you do and the positive impact you will have in the communities we serve in the Shuswap region. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism, not to mention fun!
As a Personal Lines Advisor, you will provide service to customers on Personal Lines, Autoplan, and general insurance. This includes servicing customer accounts, resolving customer concerns, and identifying additional business opportunities. The position also undertakes a variety of administrative duties to support efficient operations and quality service delivery to customers.
What you’ll do:
- Prepare quotes and sells Personal Lines and Autoplan to new and existing customers.
- Provide counsel to customers to ensure they have adequate information prior to entering into an insurance agreement.
- Act as a point of contact for insurance; direct incoming telephone calls and greets walk-in clients; refers clients to relevant staff.
- Actively develop new business by utilizing standard sales techniques, including facilitating referrals to relevant staff.
- Prepare binders and complete applications, change requests, report claims, and policy paperwork as necessary.
- Post insurance policies and ensures all invoices are matched and mailed in a timely manner.
- Prepare daily deposits, collects on NSF payments, and ensure insurance company payables are paid on time.
What you’ll bring:
- Level 1 Insurance License, or CAIB 1 equivalent, and obtain a Level 2 License within 6 months.
- 2 years of general insurance experience.
- Knowledge of personal and automobile insurance products, procedures, and underwriting.
You’re perfect for this role if you:
- Are accurate and organized, with strong computer skills including word processing, database, and spreadsheet programs.
- Have superior communication and customer service skills.
- Display commitment to continuous learning and self-development.
- Possess a strong service orientation and demonstrated skills in a sales role.
We invest in our employees by offering:
- A competitive base salary ($56,700 – $71,000 per year) plus performance-based incentive pay, and a pension plan with SASCU matching all funds.
- Comprehensive group benefits coverage including extended health and dental care, life and disability insurance, and an Employee Assistance Program.
- Flexible spending account for additional health and personal wellness activities and expenses.
- Flexible work arrangements and paid time off including vacation, medical/care time, personal days, and paid community volunteering.
- Opportunities for career growth, financial assistance for training and development, and rewards and recognition.
- Additional benefits including waived or reduced banking fees and reduced rates on personal loans and mortgages.
This is a full-time, position working Monday to Friday with rotational Saturdays. It is an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know! To apply, please email a cover letter and résumé to us at hr@sascu.com.
Our Commitment to Diversity and Inclusion:
SASCU is an equal opportunity employer committed to supporting Diversity and Inclusion. We recruit and select applicants for employment based solely on their qualifications, training, and experience as they relate to the position, with emphasis on selecting the best-qualified person for the job. We support an inclusive environment where employees feel empowered to share their experiences, ideas, and perspectives.
A bit about SASCU:
SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 20,000 members, 165 staff, and $1 billion in assets. Learn more at www.sascu.com
We thank all candidates for their interest, however, only those selected for an interview will be contacted. The successful candidate will be required to meet fidelity bonding requirements, including completion of reference, criminal record, and credit checks.
Find us at: