Insurance Advisor
- Salmon Arm, BC, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Experience
- 1 year of sales experience in a service-oriented environment.
- Posting language
- English
- Posted
Original job description
Brief Description
As an Insurance Advisor, you will provide service to new and repeat walk-in and phone-in clients on auto and general insurance. This includes problem solving client concerns to ensure retention of business and servicing client accounts by identifying additional business opportunities.
What You’ll Do
As an Insurance Advisor, you will provide service to new and repeat walk-in and phone-in clients on auto and general insurance. This includes problem solving client concerns to ensure retention of business and servicing client accounts by identifying additional business opportunities.
What You’ll Do
- Provide counsel to clients, prepare quotes, and sell AutoPlan and general insurance.
- Follow up on referrals and facilitates referrals to relevant staff.
- Prepare binders and complete applications, change requests, report claims, and policy paperwork.
- Maintain knowledge of insurance products and services to effectively promote them to clients.
- Maintain inventory and supplies, ensuring the tidiness of the office and filing systems.
- Complete ICBC batching and inventory when necessary.
- Level 1 Insurance License, or successful completion of licensing within 6 months.
- 1 year of sales experience in a service-oriented environment.
- Strong service orientation with excellent communication skills.
- Comfort with technology, including word processing, databases, and using a variety of other programs.
- A competitive base salary plus performance-based incentive pay, and a pension plan with SASCU matching all funds.
- Comprehensive group benefits coverage including extended health and dental care, life and disability insurance, and an Employee Assistance Program.
- Flexible spending account for additional health and personal wellness activities and expenses.
- Flexible work arrangements and paid time off including vacation, medical/care time, personal days, and paid community volunteering.
- Opportunities for career growth, financial assistance for training and development, and rewards and recognition.
- Additional benefits including waived or reduced banking fees and reduced rates on personal loans and mortgages.
More about this job
Responsibilities
Advise walk-in and phone-in clients on auto and general insurance, prepare quotes, and sell insurance products while addressing concerns and identifying opportunities to retain and grow business. Process applications, binders, policy changes, claims reports, referrals, and related paperwork, while maintaining office supplies, records, and insurance product knowledge.
Requirements
Applicants need a Level 1 Insurance License or must successfully complete licensing within six months, along with one year of sales experience in a service-oriented environment. Strong customer service and communication skills and comfort using word processing, databases, and other technology are required.
Skills
- Insurance Sales
- Customer Service
- Client Counseling
- Quote Preparation
- Auto Insurance
- General Insurance
- Problem Solving
- Client Retention
- Referral Follow-Up
- Policy Administration
- Claims Reporting
- Communication
- Technology Proficiency
- Word Processing
- Database Use
- Office Organization
Benefits
- Performance-Based Incentive Pay
- Pension Plan With Employer Matching
- Extended Health and Dental Coverage
- Life Insurance
- Disability Insurance
- Employee Assistance Program
- Flexible Spending Account
- Flexible Work Arrangements
- Paid Vacation
- Paid Medical and Care Time
- Personal Days
- Paid Community Volunteering
- Career Growth Opportunities
- Training and Development Assistance
- Rewards and Recognition
- Reduced Banking Fees
- Reduced Rates on Personal Loans and Mortgages
Visa sponsorship
Not detected in the job text
Categories
- Sales
- Customer Service & Support
- Finance & Accounting
- Administrative
Keywords
- Level 1 Insurance License
- AutoPlan
- Auto Insurance
- General Insurance
- Insurance Products
- Insurance Sales
- Client Service
- Walk-In Clients
- Phone-In Clients
- Quote Preparation
- Client Retention
- Business Development
- Referrals
- Binders
- Insurance Applications
- Policy Changes
- Claims Reporting
- Policy Paperwork
- ICBC Batching
- Inventory Management
- Word Processing
- Databases
- Office Administration
- Sales Experience
- Communication Skills