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BCAA

Insurance Advisor

Insurance Sales & AgencyUpdated on Nov 12
Full-timeKelowna, BC, Canada$48.4k - $60.5kIn-person

About the Job

Requirements

  • At least 2 years of experience in a sales and service environment, including 6 months of general insurance experience, including travel and automobile insurance.
  • A Level 1 Insurance license and a commitment to secure a Level 2 Insurance license within the first 12 months of employment.
  • Completion of Autoplan Essentials or a commitment to complete it within the first 3 months.
  • A limited history of Errors & Omissions and good standing with the Insurance Council of BC.
  • Comfort using technology, including working knowledge of Microsoft Office: Word, Excel, PowerPoint, and Outlook.

Responsibilities

  • Work with team members to recommend BCAA insurance products and services to current and new customers, helping them secure or renew policies by reviewing current coverage and making recommendations in person and over the phone.
  • Collaborate with BCAA Support Teams and Underwriting to assess and recommend appropriate customer coverage.
  • Achieve sales and productivity goals while upholding BCAA and AAA/CAA Member experience goals and underwriting guidelines.
  • Manage customer accounts and documentation, including processing payments and issuing new and renewal policies, endorsements, and cancellations for insurance policies, BCAA memberships, and additional products and services.
  • Build industry knowledge and expertise toward becoming a Senior Insurance Advisor within 12 months by participating in BCAA training courses, maintaining annual licensing requirements, and staying current with insurance-industry processes, products, and service offerings.

Desired Qualifications

  • Experience selling home insurance.
  • Knowledge of ICBC systems.
  • Ability to speak languages in addition to English.

About the Company

BCAA helps people in British Columbia by offering a range of membership and protection services. Its offerings include road-side assistance, insurance, car share programs (Evo Car Share), micro-mobility (Evolve E-Bike Share), a car marketplace, and auto service. The company provides members with transportation options and protection, and it reports on its social and environmental impact through an annual Impact Report. The goal is to support mobility and protection for BC residents while focusing on people, the planet, and prosperity.

Company size
501-1,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Burnaby, Canada
Founded
1906

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