Senior Insurance Advisor
- Salmon Arm, BC, Canada
Full-time
Applications open in a new tab.
Job details
- Job type
- Full-time
- Apply by
- Experience
- 3 years of ICBC Autoplan experience and strong working knowledge of private auto and personal lines insurance.
- Posting language
- English
- Posted
Original job description
Brief Description
As a Senior Insurance Advisor, you will supporting a capable, accountable team that delivers trusted advice, protects clients, and creates consistently strong service experiences. Through coaching, sound judgement, and hands-on insurance expertise, you will ensure insurance activities meet regulatory, insurer, and company requirements.
What You’ll Do
As a Senior Insurance Advisor, you will supporting a capable, accountable team that delivers trusted advice, protects clients, and creates consistently strong service experiences. Through coaching, sound judgement, and hands-on insurance expertise, you will ensure insurance activities meet regulatory, insurer, and company requirements.
What You’ll Do
- Support a capable, accountable team that consistently meets service, technical, and professional expectations through effective onboarding, coaching, feedback, and timely performance support.
- Create a culture of professionalism, ethical conduct, and accountability by modelling sound judgement, accuracy, appropriate documentation, and fair treatment of clients while ensuring their information is appropriately used and protected.
- Maintain compliant insurance practices and reduce regulatory and conduct risk by ensuring team members operate within delegated authority and regulatory requirements, while identifying and escalating compliance concerns or breaches.
- Ensure clients receive accurate and appropriate insurance solutions by overseeing and processing ICBC Autoplan, private auto, recreation, travel, and other general insurance transactions.
- Ensure clients receive consistent, informed insurance advice by guiding Insurance Advisors through complex coverage and placement decisions and ensuring key coverage terms, limitations, and client responsibilities are clearly explained and documented.
- Maintain effective team practices by staying informed of changes to insurance products, insurer requirements, procedures, legislation, regulation, and industry practices and working with management to translate those changes into day-to-day operations.
- Protect clients and SASCU by conducting or coordinating regular file and transaction reviews that confirm accuracy, completeness, appropriate coverage, insurer eligibility, documentation, and compliance.
- Improve quality and reduce recurring errors by identifying trends, addressing deficiencies, and strengthening processes and employee knowledge.
- Resolve escalated client concerns effectively by supporting or handling complaints, service concerns, and coverage issues, ensuring matters are appropriately documented and escalating material concerns to management when required.
- Strengthen operational effectiveness by balancing team leadership with hands-on support, improving consistency, simplifying processes, and reducing errors.
- Support regulatory inquiries, audits, and investigations, while maintaining evidence of accountabilities through records of quality reviews, coaching, complaints, compliance activities, and corrective actions.
- Performs all other Insurance Advisor responsibilities and other related duties as required.
- Level 2 Insurance License, or Level 1 license and successful completion of Level 2 licensing within 6 months.
- 3 years of ICBC Autoplan experience and strong working knowledge of private auto and personal lines insurance.
- Advanced knowledge of recreation and travel insurance products, underwriting requirements, client disclosure, and documentation standards, with the technical expertise to support others.
- Strong understanding of the regulatory and professional obligations of licensed insurance professionals in BC, including Insurance Council requirements.
- Senior broker, supervisory, team lead, or comparable leadership experience is an asset.
- 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
Lead and coach the insurance team while ensuring accurate, ethical, and compliant insurance transactions and advice across Autoplan and general insurance products. Review files and transactions, resolve escalated client concerns, support audits and regulatory inquiries, and improve team processes and service quality.
Requirements
Requires a Level 2 Insurance License, or a Level 1 license with successful completion of Level 2 licensing within six months, plus three years of ICBC Autoplan experience and strong knowledge of private auto and personal lines insurance. Candidates need advanced recreation and travel insurance expertise, knowledge of BC insurance regulatory obligations, and the ability to support and guide colleagues; leadership experience is an asset.
Skills
- Insurance Team Leadership
- Coaching and Performance Support
- ICBC Autoplan
- Private Auto Insurance
- Personal Lines Insurance
- Recreation Insurance
- Travel Insurance
- Insurance Underwriting
- Coverage and Placement Decisions
- Regulatory Compliance
- Client Disclosure and Documentation
- File and Transaction Reviews
- Complaint Resolution
- Risk Identification and Escalation
- Process Improvement
- Audit and Investigation Support
Benefits
- Performance-Based Incentive Pay
- Pension Plan With Employer Matching
- Extended Health Insurance
- Dental Insurance
- 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 Personal Loan and Mortgage Rates
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Management & Leadership
- Customer Service & Support
Keywords
- Level 2 Insurance License
- Level 1 Insurance License
- ICBC Autoplan
- Private Auto Insurance
- Personal Lines Insurance
- Recreation Insurance
- Travel Insurance
- General Insurance
- Insurance Underwriting
- Regulatory Compliance
- Delegated Authority
- Client Disclosure
- Coverage Terms and Limitations
- Insurance Placement
- File Reviews
- Transaction Reviews
- Quality Reviews
- Complaint Resolution
- Compliance Risk
- Corrective Actions
- Audits
- Regulatory Inquiries
- Team Coaching
- Performance Support
- Process Improvement