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BCAA

Insurance Advisor/Senior Insurance Advisor

Insurance Sales & AgencyUpdated on Nov 12
Full-timeKelowna, BC, Canada$48.4k - $66.6k /yrIn-person

About the Job

Requirements

  • At least 1 to 2 consecutive years of general insurance experience, including one year of experience selling homeowners insurance, for the Senior Insurance Advisor role.
  • A Level 1 insurance license for the Insurance Advisor role or a Level 2 insurance license for the Senior Insurance Advisor role.
  • Completion of Autoplan Essentials.
  • A limited history of Errors & Omissions and good standing with the Insurance Council of BC.
  • Basic knowledge of Microsoft Office, including Word, Excel, PowerPoint, and Outlook.

Responsibilities

  • Independently issue BCAA insurance products and services to current and new customers, helping them secure or renew policies by reviewing current coverage and making recommendations.
  • 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.
  • Increase industry knowledge and expertise toward becoming a team lead or people leader; participate in BCAA training courses, maintain annual licensing requirements, and stay current with insurance industry processes, products, and service offerings.

Desired Qualifications

  • CAIB certification.
  • Experience using ICBC systems.
  • Ability to speak languages other than 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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