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Insurance Advisor, Fleet Services Specialist
2 months ago
We're seeking a skilled Insurance Advisor to join our Fleet Services team at Westland Insurance. As a key member of our team, you will be responsible for providing exceptional customer service, processing ICBC transactions, and liaising with internal and external clients.
Key Responsibilities:- Process ICBC transactions, including new submissions, midterm changes, renewals, and new Fleet status quotes.
- Liaise with ICBC departments to meet client needs.
- Answer phone calls and direct them to Fleet Account Executives or Manager as necessary.
- Service client needs through email, phone, or in-office interactions.
- Help maintain an organized and clean ICBC batch filing system.
- Generate fleet spreadsheets and data entry.
- Deliver transactions and inventory to clients (as licensing allows).
- Assist with Fleet department batching and inventory management.
- Valid level 1 insurance agent license (successful applicants will be required to obtain their level 1 license within probation period).
- 6 months+ as a licensed insurance broker, including ICBC Autoplan (an asset but not required).
- Prior experience with ICBC Fleet, Garage, and Prorate transactions is an asset, but not required. New hires will receive ample on-the-job training.
- Valid driver's license.
Westland Insurance is a leading provider of insurance solutions, committed to delivering exceptional service and support to our clients. We value diversity, equity, and inclusion, and strive to create a welcoming and inclusive work environment for all employees. If you're passionate about delivering exceptional customer service and have a strong work ethic, we encourage you to apply for this exciting opportunity.
