Job description
We’re a small office in the South Okanagan (Oliver) looking for an experienced Personal Lines Insurance Broker to join our team. A level 1 that is willing to obtain their level 2 this year… or a current level 2. If you (or someone you know!) is looking for a local, in-office role with no walk-in ICBC, this might be the right fit!
*Please note that ICBC experience is not required as our office does not offer walk-in ICBC service.
Responsibilities
The Insurance Advisor is an integral part of a team and will be the first point of contact for clients.
- Provide daily support for regular walk in and phone services to clients
- Quoting new business risks including home, mobile homes, condominiums,, marine, toys, umbrella and travel policies etc.
- Preparing client instructions for renewals, endorsements, cancellations, new business, and rewrites
- Maintain and manage a book of business and strong client relationships through proactive contact via phone and email
- Develop new business opportunities by securing expiry dates and cross-selling
- Manage and process renewals on a timely basis and maintain high levels of client retention
- Support clients in the claims process
- Previous insurance experience required
- A natural ability at building authentic client relationships and functioning as part of a team
- High level of motivation, excellent time management skills, and being versatile
- Demonstrate the ability to uphold confidentiality and to exercise discretion
- Strong work ethic while maintaining your ability to have fun on the job
- Knowledge of an additional language considered an asset
Qualifications
- Must have your level 1 or 2 General Insurance License in BC
- Experience working as a Personal Lines insurance agent (2 years)
- Excellent professional communication and customer service skills
- Preference given to applicants with underwriter, broker, or other industry experience and/or education (CAIB, CIP, or other relevant designations)
Benefits
- Flexible hours to fit your busy schedule
- Stimulating, challenging, and fun projects and development opportunities to help you grow your skills and career with room to grow and learn Commercial Insurance.
- Competitive salary
- Career growth opportunities and continuing education programs
- Base pay + Bonuses
- Work hours are 9-4:30 Monday to Friday + no evenings or weekends
- 1 Paid Day to Volunteer
- We believe in having a joyful and happy workplace
At the heart of our reputation and our continued success is putting our clients at the center of everything we do as a team; listening to what our clients need, offering them the right solutions, and making it easy for them to do business with us, it’s important that we do so with the highest standards of ethical and professional behavior. A big part of building a strong innovative, relationship-oriented brokerage is a shared commitment to our values of trust, teamwork and accountability. Fulfilling this commitment – both individually and collectively – is a top priority. Our service is built on the values of inclusion, self-determination, and the power of individuals to grow and change. We bring passion to our work and we are committed to the people we serve.
Compensation: $48k-90k depending on license level & experience
Please contact Christine Hewitt directly on cell 250 498 7656 / christine@brokerbc.ca