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Insurance Operations Representative

2 months ago

Parksville, British Columbia, Canada Coastal Community Full time

Job Summary

We are seeking an experienced Insurance Operations Representative to join our team at Coastal Community. As an Insurance Operations Representative, you will play a critical role in efficiently processing renewals, endorsements, cancellations, new business, and invoicing. This position requires strong communication and organizational skills, as well as the ability to work effectively in a fast-paced environment.

Key Responsibilities

  • Process renewals and policy changes with a high degree of accuracy.
  • Enter relevant policy and client data into the computer system.
  • Amend pre-authorized payment plans for clients.
  • Process policy cancellations and request cheques.
  • Process policy lapse/renewal instructions.
  • Perform all clerical and general insurance office functions.
  • Maintain established procedures with respect to confidentiality, negotiable items, cash transactions, equipment, and surroundings to meet safety, legal, and procedural requirements.
  • Provide prompt, expert support and information to clients, when required.
  • Provide a friendly, courteous, and communicative service while responding immediately and diplomatically to questions and concerns.
  • Perform other insurance-related duties as assigned.

Requirements

  • Secondary school diploma.
  • Level 2 licensing preferred.
  • Applicable licensing concurrent with position.
  • Knowledge of personal lines insurance.
  • MS Word and Excel skills.
  • Knowledge and understanding of the insurance system, agency operations, user procedures, and workflows.
  • Able to provide solid solutions for complex issues.

Preferred Qualifications

  • Demonstration of a professional manner in speech, conduct, and appearance.
  • Excellent interpersonal skills as required in an environment of quality service and cross-selling.
  • Ability to operate general office equipment and knowledge of office procedures.
  • Ability and incentive to upgrade skills and knowledge.
  • A commitment to the Strategic Planning process.

About Us

Coastal Community is a 100% member-owned financial services provider based on Vancouver Island. We are proud of our legacy and the things that make us who we are:

  • We are 100% member-owned, with all decisions made locally—right here on Vancouver Island.
  • We are a growing organization with over $4 billion in assets under management. Coastal Community helps improve the financial health of over 100,000 members and clients through our 24 branches, 16 insurance offices, 4 business centers, plus our wide range of online and digital services.
  • We believe in making meaningful contributions to the communities we call home. Each year, we give over half a million to community organizations and programs.

Our Culture

We value every individual's unique experience and perspective. As a result, we empower individuals to achieve their financial goals, enrich lives, and build healthier communities. We offer a comprehensive total rewards package and workplace culture that's second to none. This includes a substantial extended benefits package, an impressive 11.50% Employer-paid RRSP contribution, investments in your education and training, banking perks, and so much more