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Senior Insurance Advisor/Insurance Advisor - Kerrisdale Service Location

Burnaby, BC
Full Time
2 days ago
Work at an award-winning top employer! If you are looking for an empowering and progressive place to build your career, then you've landed in the right place at BCAA. With our corporate Head Office in Burnaby and locations around BC, we offer a wide variety of opportunities all across the province. Go the extra mile and share our vision to be the most trusted organization in British Columbia, absolutely famous for doing the right thing.

What BCAA offers you:
  • It's not in our nature to brag but we are proud of some of our achievements that recognize great employee culture. Some of our latest awards include being named as one of BC's Top Employers 2020, 2019 Platinum level Best Employer by AON and being recognized as a 2018 Outstanding Workplace by YWCA.
  • Our team members get to make a difference in the lives of our Members and their communities every day.
  • We pride ourselves in being open and transparent and in empowering our people to do great work while serving our Members.
  • We enthusiastically support learning and advancement opportunities for our team members.
  • We are an equal opportunity employer that's committed to accessible, inclusive employment.
  • Our Regular Full-Time & Part-Time+ (working 20 hours or more per week) status team members are eligible to participate in our amazing Total Rewards Program which offers: Extended Health and Dental, Vision Care, Life Insurance, RRSP matching with company contribution to your pension, access to Incentive Programs, Team Profit Sharing, Employee & Family Assistance Program and more.
  • Team members at our Home Office also get to use our Shared EV (electric vehicle) Program, have access to our subsidized cafeteria and free fitness centre.

Position Summary:

BCAA's Kerrisdale Service Location is hiring a Regular Full-Time Senior Insurance Advisor position! As one of BCAA's Member-facing t eam m embers, the Senior Insurance Advisor is a driven I nsurance P rofessional , dedicated to delivering amazing Member experiences and continuous revenue growth through the consultative s elling of BCAA's products and services, with a focus on H omeowners' and T ravel I nsurance. The Senior Insurance Advisor is a source of positive brand impressions and builds long-lasting relationships our Members by reviewing coverages , and recommendations and cross-selling other BCAA products and services. The Senior Insurance Advisor collaborates with a team who is passionate about igniting unparalleled Member loyalty that enables BCAA to be the most trusted organization in British Columbia.

While BCAA's preference and first consideration will be given to Senior Insurance Advisor qualified candidates, BCAA welcomes applications from Insurance Advisor candidates that meet the minimum qualifications (including sales of Home Insurance including at least 6 months of General Insurance experience) and have an interest in progressing their career to the Senior Insurance Advisor role.

Key Responsibilities:

Sells and Upgrades BCAA Products and Services to New and Renewing Members

  • Through consultative in-person or over the phone sales, acquires new H ome and T ravel I nsurance sales, new BCAA Membership , new ICBC , Optional Auto I nsu rance and additional products and services

  • Renews H ome and T ravel M edical I nsurance policies, BCAA Memberships, ICBC, Optional Auto and additional products and services , by reviewing current coverages and making recommendations

  • Reviews product terms and conditions including, but not limited to, coverages, limits and exclusions to limit errors and omissions

  • Deepens Member relationships through cross-selling other BCAA products and services

  • Creates and follows up on future business leads and upcoming renewals

  • Collaborates with BCAA and other supplier's Underwriters

  • Meets all prescribed sales , business-building and retention targets, BCAA and AAA / CAA Member experience goals, best practices, standards and Underwriting guidelines

Manages Member/Customer Accounts and Concerns

  • Update s Member information and i nsurance policy details in applicable systems

  • Processes endorsements and cancellations for I nsurance, BCAA Memberships and additional products and services

  • I ssue s new and renewal Membership transactions and Member entitlement products such as passport photos, international driving permits, Member maps, tour books and camp guides

  • Resolve s Member concerns by following BCAA's Member resolution standards and meeting BCAA and AAA / CAA Member satisfaction goals

Processes and Manages Member/Customer Documents

  • Process es payments and follow up on outstanding payments

  • Issues new, renewal, endorsements and cancellations for i nsurance policies, BCAA Memberships, and additional products and services

  • Meet s all required processing standards for storage, retrieval, confidentiality , accuracy and timeliness

Acquires and Maintains Industry, Product and Systems Knowledge

  • Maintains a working knowledge of all BCAA Membership and I nsurance manuals, best practices, standards, policies and systems

  • Attends required BCAA and industry training courses

  • Keeps up-to- date with industry knowledge and competitor's product offerings

  • Maintains annual I nsurance licensing requirements

Other Duties; as Assigned

  • Greeting and administrative duties


Minimum Qualifications

  • Completion of Grade 12

  • 2 current and consecutive years of G eneral I nsurance or S ales and S ervice experience, with 1-year experience in selling H omeowners' I nsurance

  • Level 2 I nsurance license

  • Demonstrated sales productivity and selling skills , with proven ability to balance customer needs, disciplined risk management and revenue growth

  • Completion of Autoplan Essentials

  • Demonstrated multi-tasking skills and proven ab ility to prioritize activities

  • Strong interpersonal communica tion skills

  • Ability to work within a fast- paced team environment and maintain a high level of professionalism

  • Proven judgment and decision- making abilities . Mu st be able to consider costs and benefits of potential products in order to make appropriate recommendations

  • Proven critical thinking abilities. Must be able to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems

  • Ability to meet prescribed sales, b usiness- building, retention and customer satisfaction targets and objectives

  • Strong computer skills with basic knowledge of MS Office Suite Products (Word, Excel, Outlook)

Preferred Qualifications

  • CAIB certification

  • Compl etion of BCAA I nsurance-related training

  • Knowledge of applicable BCAA and ICBC systems

  • Limited history of Errors & Omissions and in good standing with the Insurance Council of BC

  • Ability to speak alternate languages such as Mandarin/Cantonese that would support particular market demographics

Internal Applicants: The deadline to apply for this role is December 11, 2020. Any internal applications received after the internal application deadline will be considered with external applications. Please note the SIA role is a Grade 7 position and IA role is a Grade 6.

We aspire to be one of the best places to work for those who value integrity, teamwork and sustainability. Each of us will grow personally and professionally by doing engaging work with inspiring people.

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