Junior Fleet/Prorate Advisor - 4- 2054 Whatcom Road, Abbotsford BC

The opportunity:

 

The Junior Fleet and Prorate Agent will work within a team that services our existing fleet accounts as well as assisting with the servicing of new fleet accounts. Having excellent time-management and organizational skills will be primary to this role. Having general fleet and prorate knowledge and experience is helpful, but training will be provided.

Who you report to:

Office Manager

The role:

  • Maintaining our existing fleet accounts while also assisting the office and our producers with securing and assisting with new fleet, garage and prorate accounts.
  • Creating and Management Spreadsheets within our Internal EPIC Systems
  • Providing sound advice to not only our clients, but also our staff  
  • Assisting with the daily needs of our fleet clients. This can include but not limited to:
    •  Fleet/prorate renewals
    •  Maintaining and creating spreadsheets
    •  Temporary changes
    •  Addition of new units
    •  Changes to Existing units
    • Cancellations/lease buyouts
  • Be able to work seamlessly with little supervision, but also is a team-player who can assist with walk-in clients when needed.  
  • Work within the Commercial Auto Department to manage tasks and jobs efficiently.
  • Answering inquiries from clients through various means (i.e. phone, email).
  • Processing ICBC transactions.
  • Assisting walk-in clients as need be whether they be fleet/auto or regular clients (if needed)

What we need from you:

  • 2-5years ICBC Autoplan Experience
  • At least a Level 1 license
  • General background/experience with Fleet or commercial trailers/larger trucks. More in depth knowledge can be acquired through training
  • Impeccable time management and organizational skills
  • Excellent verbal written communication skills
  • Ability to work independently and proactively
  • Microsoft Office proficiency, particularly Excel