Road Advisor, Auto Insurance

6 months ago


Vancouver, Canada Waypoint Insurance Full time

Local Touch. National Strength. _

Road Advisor, Auto Insurance
British Columbia | Reporting to: Regional Manager

POSITION OVERVIEW

Waypoint is seeking a motivated Insurance Professional to join our client-focused team as a Road
Advisor. As a Road Agent, you will play a vital role in servicing client insurance needs by visiting them
at dealerships. If you are passionate about client service, eager to grow into a producer, and enjoy
being on the road, this opportunity is for you. Our client, a subsidiary of a well-established insurance
brokerage, is experiencing significant growth and is expanding its team to better serve clients in British
Columbia.

RESPONSIBILITIES:

- Engage with clients to understand their needs, provide expert advice, and secure the best
- coverage.- Build and maintain strong customer relationships by anticipating client needs.
- Manage and process renewals promptly, ensuring high client retention.
- Identify and pursue new business opportunities by securing expiry dates and cross -selling.
- Provide support to clients in the claims process.
- Travel short distances on a daily basis.

**REQUIREMENTS**:

- Level-1 Insurance Broker License.
- At least 1 year of previous insurance experience.
- High motivation and strong time management skills.
- Ability to thrive in a team environment.
- Excellent client service skills.
- Accountability and problem-solving ability.
- Valid driver's license in BC and access to a vehicle for travel.
- Local Touch. National Strength. _
- 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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