Advisor, Auto Insurance
5 months ago
Local Touch. National Strength. _
Advisor, Auto Insurance
British Columbia | Reporting to: Branch Manager
POSITION OVERVIEW
At Waypoint, we believe insurance is about protecting what you love, and it's a passion for what our
clients love. We're dedicated to providing exceptional experiences that foster lasting relationships. As
an Automobile Insurance Specialist, you'll join a dynamic team of insurance professionals who are
driven by curiosity. Every transaction is an opportunity to make a remarkable first impression, utilizing
your expertise to understand our clients' unique needs and tailor comprehensive solutions. By applying
your knowledge of insurance, you'll protect what our clients love and cultivate meaningful connections.
Success in this role means meeting sales targets while upholding Waypoint's standards and guidelines.
RESPONSIBILITIES:
- Engage with new and returning clients through consultative in-person or over the phone
interactions, driven by a passion for understanding their needs and building trust.
- Process renewals, endorsements, and cancellations for ICBC, optional in-house auto insurance
demonstrating meticulous attention to detail.
- Conduct thorough reviews of clients' current coverages, providing educated recommendations for
Waypoint's relevant products and services.
- 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.
- Foster a collaborative environment by building positive rapport with colleagues and the public,
recognizing the value of teamwork and mutual support.
- Utilize our in-house CRM systems to maintain accurate client information and insurance policy
details.
- 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.
- Local Touch. National Strength. _
**REQUIREMENTS**:
- Bachelors degree from a recognized institution is considered an asset.
- 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.- Previous sales experience is highly valued, highlighting your ability to meet goals and deadlines
- while delivering outstanding customer service with a resourceful approach.- 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.- IBABC Licensing is preferred, but not required.
- 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. _
**4th Largest Commercial Brokerage in Canada**
BUILDING THE GREAT
CANADIAN BROKERAGE 2,000+ Employees
Navacord is a leading insurance and risk 50,000+ Commercial Clients
management brokerage created to keep the
~$400mm Revenue
Canadian entrepreneurial spirit alive. Led by a
passionate and engaged partnership group, 60% Commercial Lines
Navacord Broker Partners are committed to the 25% Personal Lines
success of their clients by delivering expert
advice in an increasingly complex world which 15% Benefits & Retirement
allows them to face the future with confidence. ~$3 billion Annual Premium
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