Insurance Services Representative Vii

3 months ago


Squamish, Canada Vancity Life Insurance Services Full time

**About Vancity**

Vancity is a member-owned credit union built on the principles of inclusion and social justice. A relentless commitment to their values has helped them challenge the status quo and break down barriers since day one in 1946. They have bold commitments to make Vancity net-zero by 2040 across all mortgages and loans and are pursuing strategies on Indigenous banking and to improve the financial resilience of their members.

**About the workplace**

**As an Insurance Services Representative VII** you will demonstrate exceptional customer service and support. You will process ICBC Insurance, Drivers Licenses, and Private Auto Insurance, renewals, endorsements, cancellations. You will also retrieve motor vehicle reports and process ICBC Batching. Clients will receive quality personal and auto insurance advice and efficient service that achieves both profitability and enables community wellbeing.

We are hiring for 2 part-time,10-month contract roles located at **Chieftain Centre Community Branch** and reports directly to the Manager, Squamish Insurance.

**A typical day would involve**:

- Prepare quotes, provide advice, and offer personal lines, ICBC AutoPlan and Private Auto insurance products and services and where applicable, motor vehicle to both new and existing clients
- Provide referrals for additional products and services offered by Vancity.
Build the business by cross-selling on additional insurance products and services within the agency.
- Perform routine administrative elements of the work (e.g. order and organize the ICBC supplies and office supplies, ICBC, batching, deposits and mail distribution, and, where applicable, Driver Licensing services) consistent with agreed upon timelines, regulatory requirements and established standards.

**You are**:

- **A problem solver -** You have an analytical mind and can multi-task to come up with solutions
- **Sales oriented -** You have the ability to identify and develop new business opportunities
- **Tech-savvy -** People often say you’re a quick learner and great with technology & systems
- **A great communicator -** You find it easy to get to know others and have great conversations with the added ability to build community relationships
- **Ready for a challenge -** You have a positive attitude and are able to work in a fast-paced changing environment

**You Have**:

- Insurance Level 1 license
- Autoplan Essentials Course
- Valid Drivers License
- **A High School Diploma -** At a minimum, you have graduated high school and/or equivalent
- **Customer Service Experience -** At least 1 year of working experience interacting with people and businesses in a professional capacity

**Bonus Points**:

- Level II General Insurance License or working towards it
- Post-secondary coursework

**_ Salary: _**_As this is a union role, the salary will be as per the collective agreement salary grid starting at $23.97 (Grp 2 Step 1)_

**Posting Deadline: Monday, Sept 23, 2024 at 4:00pm**

**We offer**:

- We are the largest private-sector Living Wage Employer in Canada and have been consistently recognized as one of the Top Employers in Canada.
- Our permanent employees qualify for attractive benefit packages that can be customized and changed each year to meet their evolving needs.
- New employees receive between three to four weeks of vacation allowance per calendar year, and the number of vacation days grows — to a maximum of six weeks per year — as their length of service increases. In addition, full-time, permanent staff may be able to purchase extra days of vacation through our flexible benefits package.
- In addition to the 10 statutory holidays in British Columbia, Vancity provides an additional three statutory holidays. We offer care days for periods of short-term personal illness or emergency family illness, plus opportunities to take unpaid leave for a variety of reasons.
- Our health care & dental benefits offer three levels of health care and dental coverage for you to select from. These benefits will also be effective immediately based on your hire date.
- We understand that retirement means different things to different people and at Vancity we will offer you a Defined pension plan that pays you a retirement income for life.

**Education**: Preferred
- Post Secondary Education/Diploma or better in Related Discipline
- Other or better



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