Customer Service Insurance Agent

2 weeks ago

Merritt, Canada Interior Savings Full time

The Customer Service Insurance Agent role supports Interior Saving's vision by developing valuable long-term relationships with clients, pro-actively determining and filling their insurance needs and providing them sound advice with high quality, tailored insurance solutions to meet their needs.

This position is located in the town of Merritt —a fantastic community in the heart of Nicola Valley, BC. A role in this region is ideal for someone who enjoys a slower pace of life while being just a short drive away from larger cities like Kamloops and Kelowna. Offering plenty of sunshine year round and very little rain, Merritt has excellent schools, parks, recreational facilities and other amenities as well as great economic opportunities in town and nearby. There's a lot of history in this little town, and a welcoming vibe that greets you right away. Merritt is nestled in the valley around two beautiful rivers with easy access to lakes, trails and great spots for fishing.

What you'll do:

This role maintains personal lines business, pro-actively sells and services personal and Autoplan products. Responsible to process client renewals, handles potential problem renewals, solicits, maintains and follows up on expiring client policies for cross-selling and account development purposes, and informs clients of upgrades on products and services. Proactively manage client relationships; pursue internal opportunities, referrals, and external business growth opportunities. Foster business development through service excellence and product knowledge. Actively solicits referrals to commercial lines representatives, wealth management specialists and credit union sales staff; cross sells all agency and credit union products to insurance clients. Referrals of more complex insurance requests to the Branch Manager or designate. Maintains established procedures with respect to confidentiality, negotiable items, cash transactions, equipment and surroundings to meet safety, legal, and procedural requirements. Develop and maintain a strong image within the community. Maintains a professional standard of conduct at all times while promoting a positive image of the Insurance Agency and its' affiliates. Other duties as assigned; assist other staff as required.

A little about your qualifications (Willing to Train):

Good comprehension of all personal and autoplan insurance products and services. Job related experience in an insurance agency selling personal lines. Fundamentals of Insurance required Canadian Accredited Insurance Broker Level 1 required Canadian Accredited Insurance Broker Level 3 preferred Canadian Accredited Insurance Broker Level 2 preferred

What we offer:

Favorable vacation benefits - paid time off to recharge Attractive extended health care, dental coverage and disability coverage Employee Assistance Programs Employer paid training/education and opportunity for advancement Employer sponsored RRSP contributions Special banking perks, including mortgage and lending perks Quarterly bonus based on performance in addition to salary Work-life balance hours per week

The salary range for this position is $41,959.58 to $60,678.02 and starting salary will be based on related education, licensing, training and experience. This position will work 35.5 hours per week.

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