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Insurance Advisor, Fleet Services Specialist

2 months ago


Surrey, British Columbia, Canada Westland Insurance Full time
Insurance Advisor, Fleet Services

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 clients through email, phone, or in-office meetings.
  • 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.
Requirements:
  • 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 (an asset, but not required).
  • Valid driver's license.
About Westland Insurance:

Westland Insurance is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. We strive to be much more than a great place to work, and we're committed to taking care of our communities, clients, and each other with equal commitment.