Service Advisor
BCAA
Nelson, BC
5h ago

Key Responsibilities :

Sells and upgrades Membership and auto insurance to new and renewing Members

  • Through consultative in-person or over the phone sales, acquires new Membership and Autoplan and private auto insurance sales;
  • where required and with the appropriate qualifications, sells additional BCAA products and services

  • Renews BCAA Memberships and Autoplan and private auto insurance policies by reviewing current coverages and making recommendations;
  • where required and with the appropriate qualifications, renews additional BCAA products and services

  • Reviews product terms and conditions including, but not limited to, coverages, limits and exclusions to limit errors and omissions
  • Deepens Member relationships through excellence in customer service including informing Members of Member value and opportunities to save
  • Collaborates with BCAA and other supplier’s Underwriters
  • Meets all prescribed sales, business-building and retention targets, and BCAA and AAA / CAA Member experience goals, best practices, standards and Underwriting guidelines
  • Creates referrals for cross-selling of BCAA products and services to new and renewing Members

  • Creates referrals for Senior Insurance Advisors for cross-selling homeowners’ and travel insurance
  • Creates and follows up on future business leads and upcoming renewals
  • Manages Member / customer accounts and concerns

  • Updates Member information and insurance policy details in applicable systems
  • Processes Membership and Autoplan and private auto insurance endorsements and cancellations; where required, process endorsements and cancellations for additional BCAA products and services
  • Issues new and renewal Membership transactions and Member entitlement products such as passport photos, international driving permits, Member maps, tour books and camp guides
  • Resolves Member concerns by following BCAA’s Member resolution standards and meeting BCAA and AAA / CAA Member satisfaction goals
  • Processes and manages Member / customer documents

  • Processes payments and follow up on outstanding payments
  • Issues new, renew and makes changes to Memberships
  • Issues new and renewal Autoplan and private auto insurance policies, cancellations, endorsements, plates and transfers;
  • where required, issue new, renewal, endorsements and cancellations for additional BCAA products and services

  • Meets all required processing standards for storage, retrieval, confidentiality, accuracy and timeliness
  • Acquires and maintains industry, product and systems knowledge

  • Maintains a working knowledge of all BCAA Membership and insurance manuals, best practices, standards, policies and systems
  • Attends required BCAA and industry training courses
  • Keeps up-to-date with industry knowledge and competitors’ product offerings
  • Maintains annual insurance licensing requirements
  • Other duties, as assigned

  • Greeting and administrative duties, when co-workers are absent
  • Qualifications :

    Minimum Qualifications

  • Completion of Grade 12
  • 2 years’ experience in a sales and service environment
  • Level 1 insurance license (or willing to obtain within 3 months of employment)
  • Demonstrated sales productivity and customer service skills
  • Demonstrated multi-tasking skills and proven ability to prioritize activities
  • Strong interpersonal communication skills
  • Ability to work within a fast-paced team environment and maintain a high level of professionalism
  • Proven judgment and decision-making abilities. Must be able to consider costs and benefits of potential products in order to make appropriate recommendations.
  • Proven critical thinking abilities. Must be able to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
  • Ability to meet prescribed sales, business-building, retention and customer satisfaction targets and objectives
  • Strong computer skills with basic knowledge of MS Office Suite Products (Word, Excel, Outlook)
  • Internal Applicants : Please note the internal posting will close on February 27th and this is a grade 5 salary range. After this date, the internal posting will remain open however you will be considered with external candidates.

    We aspire to be one of the best places to work for those who value integrity, teamwork and sustainability. Each of us will grow personally and professionally by doing engaging work with inspiring people.

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