Senior Insurance Advisor/Insurance Advisor
BCAA
Burnaby, BC
4d ago

Key Responsibilities :

Sells and upgrades BCAA products and services to new and renewing Members

  • Through consultative in-person or over the phone sales, acquires new home and travel insurance sales; where required, acquires new BCAA Membership and additional products and services
  • Renews home and travel insurance policies by reviewing current coverages and making recommendations; where required, renews BCAA Memberships and additional 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 cross-selling other BCAA products and services
  • Creates and follows up on future business leads and upcoming renewals
  • 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
  • Manages Member / customer accounts and concerns

  • Updates Member information and insurance policy details in applicable systems
  • Processes home and travel insurance endorsements and cancellations; where required, process endorsements and cancellations for BCAA Memberships and additional products and services
  • Where required, 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 and renewal home and travel insurance policies, cancellations and endorsements; where required, issue new, renewal, endorsements and cancellations for BCAA Memberships and additional 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 competitor’s product offerings
  • Maintains annual insurance licensing requirements
  • Other duties, as assigned

    Qualifications :

    Minimum Qualifications

  • Completion of Grade 12
  • 2 current and consecutive years of general insurance experience, with 1 year experience in selling homeowners’ insurance
  • Level 2 insurance license
  • Demonstrated sales productivity and selling skills, with proven ability to balance customer needs, disciplined risk management and revenue growth
  • Completion of Autoplan Essentials
  • 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)
  • Preferred Qualifications

  • CAIB certification
  • Completion of BCAA insurance-related training
  • Knowledge of applicable BCAA and ICBC systems
  • Limited history of Errors & Omissions and in good standing with the Insurance Council of BC
  • Ability to speak alternate languages such as Mandarin / Cantonese would support particular market demographics
  • Internal Applicants : Please note that the internal posting closes on February 25, 2020 and the Senior Insurance Advisor position is a Grade 7 position and the Insurance Advisor position is a Grade 6.

    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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