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CC
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Coastal Community

Insurance Representative, Level 2 - Union

Port Alberni, BC, V9Y 8K2, Canada

Full Time Role Range (Annual Salary) - $63,616.32 to $71,672.64 · Full-time

Apply on recruiting.ultipro.ca About employer

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Job details

Pay: Full Time Role Range (Annual Salary) - $63,616.32 to $71,672.64
Job type: Full-time
Posting language: English
Posted: Nov 12, 2026

Original job description

**Posting Deadline: Please submit your application by 11:59 PM PST, November 26, 2026**

Position Type: Permanent

Together, Let’s Do Great Things!

We're a financial services co-operative with an expansive reach on Vancouver Island, the Gulf and Discovery islands and North Central BC. Joining us is your chance to work, and do good, locally. We are looking for an Insurance Representative, Level 2, so if you’re passionate about insurance, and helping people protect themselves and their assets we’d like to hear from you.

What’s the role?

As an Insurance Representative, Level 2, 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:

Performing all clerical and general insurance office functions
Prospecting, marketing, selling, and processing all products relevant to the general insurance industry, including ICBC transactions
Assisting in the development of products, procedures, or services
Checking and signing policies for Level 1 Salespersons as required
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
Effectively utilizing time out of the office to generate sales
Handling Level 1 functions as required
Performing other insurance related duties as assigned

What are we looking for?

Secondary school diploma
Applicable licensing concurrent with position (consideration will be given to individuals with a Level 1 license and experience)
Advanced knowledge of personal lines insurance
Working knowledge of commercial insurance

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

Keyboarding skills of 40 wpm and computer terminology are required, in addition to proficiency with Windows products such as Outlook, Word, and Excel applications
Excellent communication skills and the ability to articulate in a clear, concise manner is required to transfer information and understanding to members
Effective listening skills to engage members in conversation to understand and identify their immediate financial needs, and provide resolution through sourcing information, matching an appropriate product/service and/or referring members to the appropriate individual to complete their request
The ability to multitask with keyboarding and internet/computer navigation skills for searching on-line client data and product information while simultaneously conversing with the member is essential to ensure that members receive excellent member service
Interviewing skills and the ability to ask probing questions are required, as well as having the flexibility to adapt to each request and move between a variety of member concerns/questions/requests

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?

Established in 1946, Coastal Community Credit Union puts people's needs first and invests in communities across Vancouver Island, the Discovery and Gulf Islands, and in North Central BC. We’re proud of the legacy we’ve built and the things that make us who we are:

We’re 100% member-owned, with all decisions made locally - right here in BC.
We’re a growing organization with $5.6 billion in assets under management.
Coastal Community helps improve the financial health of over 110,000 members as well as insurance and wealth clients through our 32 branches, 19 insurance offices, our business centres, plus our wide range of online and digital services.
We believe in making meaningful contributions to the communities we call home through grants, education awards, sponsorships, and fundraising.

At Coastal Community we are dedicated to serving our local community by prioritizing diversity, equality, inclusion, and supporting a sense of belonging for all. We value every individual’s unique experience and perspective. As a result, we empower individuals to achieve their financial goals, enrich lives, and build healthier communities.

Embarking on a journey with Coastal Community means joining an exceptional team, engaging in meaningful work, and enjoying fulfilling experiences along the way. We take pride in offering a comprehensive total rewards package and a workplace culture that’s second to none. This includes a commitment to work/life balance, a substantial extended benefits package, an impressive 11.75% employer-paid RRSP contribution, investments in your education and training, banking perks, and so much more! Join us and be part of a community that values your growth and success!

Full Time Role Range (Annual Salary) - $63,616.32 to $71,672.64

The wage ranges provided are based on the Union collective agreement.

If this role resonates with your passion and skills, we would love to hear from you.

Apply on recruiting.ultipro.ca About employer

More about this job

Responsibilities

The Insurance Representative will perform clerical duties, process insurance products including ICBC transactions, and actively prospect and market services to members. They are responsible for maintaining high service standards, handling policy documentation, and assisting in the development of office procedures.

Requirements

Candidates must possess a secondary school diploma and applicable insurance licensing, with advanced knowledge of personal lines and working knowledge of commercial insurance. Proficiency in computer applications like Outlook, Word, and Excel, along with strong communication and multitasking skills, is required.

Skills

Insurance sales
ICBC transactions
Cross-selling
Customer service
Communication
Active listening
Multitasking
Keyboarding
Computer navigation
Personal lines insurance
Commercial insurance
Problem solving
Time management
Interviewing

Benefits

Extended benefits package
Education and training support
Banking perks
Work/life balance

Visa sponsorship

Not detected in the job text

Keywords

Insurance
Financial services
ICBC
Sales
Marketing
Clerical
Personal lines insurance
Commercial insurance
Customer service
Outlook
Word
Excel
RRSP
Member-owned
Insurance representative
Policy management
Prospecting
Data entry

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Jobs in Canada