Customer Service Insurance Agent

5 months ago


West Kelowna, Canada Interior Savings Full time

The Customer Service Insurance Agent - Level 2 supports Interior Savings' 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.

You will maintain 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 and maintain 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.

**Experience**: Required
- Good comprehension of all personal and Autoplan insurance products and services.
- 2 - 4 years: Job related experience in an insurance agency selling personal lines.

**Education**: Required
- ICBC Autoplan Essentials or better
- Canadian Accredited Insurance Broker Level 3 or better
- Canadian Accredited Insurance Broker Level 2 or better
- Canadian Accredited Insurance Broker Level 1 or better
- High School Diploma or better

**Licenses & Certifications**: Required
- Level 2 Insurance License


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