Insurance Representative, Level 1

Together, Let’s Do Great Things!

Are you ready to turn your passion for insurance into a rewarding career? Join us, the largest financial institution on Vancouver Island and the Gulf Islands, as we embark on a mission to protect dreams and assets! We're on the lookout for a Level 1 Insurance Representative who is not only knowledgeable but also enthusiastic about safeguarding what matters most to people. If you're someone who is passionate about providing peace of mind, being a trusted guardian for our clients valued assets, then we want to hear from you. Let's reshape the way people think about insurance - it's not just policies; it's a shield of empathy and security. Step into a career where you can, champion financial well-being, and create a difference. Don't miss your chance to apply for this exciting opportunity - apply now and be part of an incredible journey as an Insurance Representative, Level 1!

What’s the role?

As an Insurance Representative, Level 1, you will effectively cross-sell the services of Coastal Community Insurance Services (2007) Ltd. and Coastal Community Credit Union. You will report to the Agency Manager.

Your duties will include:

  • Organizing, controlling and distributing all batching, inventory, stock reconciliations, banking and all other ICBC agency functions
  • Performing all clerical and general insurance office functions
  • Actively training and/or assisting in ICBC and general insurance transactions with the responsibility to train others from time to time in ICBC functions
  • Performing other insurance related duties as assigned
  • Actively promoting the organization in the community in a positive manner
  • Ensuring that all department work meets standards in presentation, quality and timeliness as directed
  • Providing a friendly, courteous and communicative service while responding immediately and diplomatically to questions and concerns
  • Performing other insurance related duties as assigned.

What are we looking for?

  • Secondary school diploma.
  • Applicable licensing concurrent with position of Level 1.
  • Should a Level II license be required, must be prepared to obtain required license within 24 months as directed by the Insurance Manager

Ideally, you are a flexible, collaborative team player with:

  • Demonstration of a professional manner in speech, conduct, and appearance.
  • Excellent interpersonal skills as required in an environment of quality service and cross-selling.
  • A practical knowledge of ICBC related computer skills and understanding of the operation of a PC.
  • Ability to operate general office equipment and knowledge of office procedures.
  • Ability and incentive to upgrade skills and knowledge.
  • A commitment to the Strategic Planning process.

If you’re an approachable problem solver who embraces self-development and life-long learning, you’ll be a great fit with us.

Who are we?

Coastal Community has been in business over 70 years, and we’re proud of the things that make us who we are:

  • We’re 100% member-owned and locally-based—all of Coastal Community’s operations, Board of Directors and employees are based on Vancouver Island and the Gulf Islands, with all decisions made locally.
  • We’re a growing organization with over 2.5 billion in Credit Union assets, serving over 100,000 members and clients through our 24 branches, 16 insurance offices and 4 business centres.
  • We believe in making meaningful contributions to the communities we call home, and in the last five years alone, we’ve contributed $2.5 million to community partners across our islands.

Get ready to roll up your sleeves and dive into a world of meaningful work that's sprinkled with a whole lot of excitement. Our team knows how to work hard and play hard, ensuring that every step of your journey with us is rewarding. With a comprehensive compensation package and a work/life balance that's the envy of the industry, we're not just offering you a job – we're presenting you with an opportunity to build a lasting career. Join the league of countless professionals who've found their home with us!