Insurance Service Coordinator

We invite you to join a team where you can feel good about the work you do and the positive impact you will have in the communities we serve in the Shuswap region. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism, not to mention fun As the Insurance Service Coordinator, you will act as "director of first impressions", welcoming all visitors and callers, uncovering their insurance needs, and making the appropriate connections within the SASCU Insurance team. This position supports the efficient delivery of service through clerical and administration responsibilities, including the coordination and preparation of appointments.What you'll do:Create a welcoming environment for visitors and ensure the seamless flow of traffic within the branch.Make and receive phone calls, and direct callers to appropriate individuals as needed.Acknowledge and address client concerns and take appropriate action to resolve them.Book appointments and provide information to prepare clients for meetings with SASCU Insurance representatives.Engage clients in conversation to uncover opportunities for SASCU to assist them with reaching their goals.Receive and process mail, maintain applicable records, and provide general clerical and administrative assistance.Participate in marketing initiatives and ensure marketing materials are kept current.Undertake other related duties to maximize service delivery.What you'll bring:1 year of post-secondary education or equivalent.1-3 years of related experience in an administration office environment.Understanding of insurance products, services, policies, and procedures is an asset.Strong organizational skills with a high level of accountability and initiative.Excellent communication and interpersonal skills.Proficiency with desktop and online programs (including Microsoft Office).Commitment to continuous learning and self-development.We invest in our employees by offering:A competitive base salary ($43,000 - $53,750 per year) plus performance-based incentive pay, and a pension plan with SASCU matching all funds.Comprehensive group benefits coverage including extended health and dental care, life and disability insurance, and an Employee Assistance Program.Flexible spending account for additional health and personal wellness activities and expenses.Flexible work arrangements and paid time off including vacation, medical/care time, personal days, and paid community volunteering.Opportunities for career growth, financial assistance for training and development, and rewards and recognition.Additional benefits including waived or reduced banking fees and reduced rates on personal loans and mortgages.This is a full-time, Monday-Friday position. It is an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us knowOur Commitment to Diversity and Inclusion:SASCU is an equal opportunity employer committed to supporting Diversity and Inclusion. We recruit and select applicants for employment based solely on their qualifications, training, and experience as they relate to the position, with emphasis on selecting the best-qualified person for the job. We support an inclusive environment where employees feel empowered to share their experiences, ideas, and perspectives.A bit about SASCU:SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 20,000 members, 165 staff, and $1 billion in assets. Learn more at We thank all candidates for their interest, however, only those selected for an interview will be contacted. The successful candidate will be required to meet fidelity bonding requirements, including completion of reference, criminal record, and credit checks.