Customer Service Representative

Looking for an exciting career opportunity? Interior Savings Insurance is currently recruiting for a Full Time Customer Service Insurnace Agent - Level 2 in our West Kelowna Branch.  

Interior Savings Insurance is a locally owned and operated insurance agency with 16 branches. As a valued member of our Sales & Service team, you will experience a workplace that is diverse, stimulating and rewarding.  Our interactions with one another and our clients are based on respect and integrity, making Interior Savings Insurance a great place to work and build your career.

About this opportunity……

 The level 2 Agent supports Interior Saving’s vision by developing valuable long-term relationships with clients, pro-actively determining and filling their insurance needs and providing them sound advice with high quality, tailored insurance solutions to meet their needs.

 An agent maintains personal lines business, pro-actively sells and services personal and Autoplan products.  You are responsible to process client renewals, handle potential problem renewals, solicits, maintains, and follows up on expiring client policies for cross-selling and account development purposes, and informs clients of upgrades on products and services.  You proactively manage client relationships; pursue internal opportunities, referrals, and external business growth opportunities.  You foster business development through service excellence and product knowledge and actively solicits referrals to commercial lines representatives, wealth management specialists and credit union sales staff, cross sells all agency and credit union products to insurance clients. Referrals of more complex insurance requests to the Branch Manager or designate.  Maintains established procedures with respect to confidentiality, negotiable items, cash transactions, equipment, and surroundings to meet safety, legal, and procedural requirements.  Develop and maintain a strong image within the community and always maintains a professional standard of conduct while promoting a positive image of the Insurance Agency and its’ affiliates.  Other duties as assigned; assist other staff as required.

Come join our team! For more information or to apply for this position please visit our website: and apply under the Customer Service Representative Insurance Agent.

 We thank all applicants for their interest and will contact short-listed candidates only.

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