Customer-Focused Service Advisor in Kelowna
4 days ago
Kelowna, Regional District of Central Okanagan, Canada
BCAA
Full-time
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Join BCAA as a Service Advisor in Kelowna, where you'll create exceptional customer experiences and help clients navigate insurance solutions. Your role will significantly impact the lives of British Columbians.
In this entry-level role at BCAA, you will engage customers in person and over the phone to promote various insurance products, such as memberships, travel, and auto insurance. With a commitment to learning and problem-solving, you'll collaborate with support teams to recommend tailored coverage, enhancing your industry knowledge along the way.
Key Responsibilities
• Greet customers and recommend appropriate insurance products
• Collaborate with support teams for optimal coverage solutions
• Identify cost-saving options for customers' needs
• Provide exceptional service to meet sales objectives
• Participate in training to advance as an Insurance Advisor
Requirements:
• At least two years of sales and service experience
• Level 1 Insurance license or commitment to obtain it
• Completion of Autoplan Essentials within three months
• Familiarity with MS Office tools
• CAIB certification and multilingual skills are a bonus Deliver meaningful support through insurance and service excellence at BCAA's Kelowna location.
Key Responsibilities
• Greet customers and recommend appropriate insurance products
• Collaborate with support teams for optimal coverage solutions
• Identify cost-saving options for customers' needs
• Provide exceptional service to meet sales objectives
• Participate in training to advance as an Insurance Advisor
Requirements:
• At least two years of sales and service experience
• Level 1 Insurance license or commitment to obtain it
• Completion of Autoplan Essentials within three months
• Familiarity with MS Office tools
• CAIB certification and multilingual skills are a bonus Deliver meaningful support through insurance and service excellence at BCAA's Kelowna location.