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Mobile Road Advisor, Auto Insurance

4 months ago

Campbell River BC, Canada Waypoint Full time

POSITION OVERVIEW

Waypoint is seeking a motivated Insurance Professional to join our client-focused team as a Mobile Road Advisor. As a Road Agent, you will play a vital role in servicing client insurance needs by visiting them at dealerships. If you are passionate about client service, eager to grow into a producer, and enjoy being on the road, this opportunity is for you. Our client, a subsidiary of a well-established insurance brokerage, is experiencing significant growth and is expanding its team to better serve clients in British Columbia.

RESPONSIBILITIES:

· Engage with clients to understand their needs, provide expert advice, and secure the best coverage.

· Assess product terms and conditions, including coverages, limits, and exclusions, utilizing your expertise to deliver comprehensive protection.

· Meet various sales, business-building, and retention targets, employing strong sales techniques while upholding the values of Waypoint.· Process payments and diligently follow up on outstanding balances, demonstrating a commitment to exceptional customer care.

· Uphold high processing standards for storage, retrieval, confidentiality and accuracy, ensuring the utmost protection of clients' information.

· Continuously develop and sustain a strong working knowledge of ICBC products, guidelines, as well as private auto insurance manuals, best practices, standards, and systems.

· Oversee the distribution of plates, permits, and debit/credit receipts, ensuring meticulous record-keeping and precise accounting.

· Build and maintain strong customer relationships by anticipating client needs.

· Manage and process renewals promptly, ensuring high client retention.

· Identify and pursue new business opportunities by securing expiry dates and cross-selling.

· Provide support to clients in the claims process.

· Travel short distances on a daily basis

REQUIREMENTS:

· Level-1 Insurance Broker License.

· At least 1 year of previous insurance experience.

· Possess refined interpersonal and communication skills, allowing you to connect with clients on a deep level and foster trust, driven by your passion for delivering exceptional experiences.

· Demonstrate excellent written and communication skills, ensuring clear and concise interactions.

· Exhibit strong computer skills and fluency in Microsoft programs, including Word, Excel, and Outlook.

· Show motivation to surpass assigned targets and think critically to problem solve on the spot, fueled by your curiosity and desire to find innovative solutions.

· Strong time management skills and problem-solving abilities.

· Valid driver's license in BC and access to a vehicle for travel.

Waypoint is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.