Commercial Insurance Specialist

2 weeks ago


Vernon, Canada Western Coast Insurance Services Full time

Key Responsibilities:

  • Support customers by offering product and service recommendations
  • Promote customer retention by building strong relationships and delivering quality customer service
  • Navigate insurance partner online portals to complete customer applications
  • Quote new business through outbound calls and walk-in clients
  • Communicate with insurance company underwriters to ensure evolving guidelines are met
  • Prospect and up-sell to clients on all lines of business
  • Liaise between clients and external insurance partners to ensure fair representation
  • Continuously develop industry and community involvement skills

Requirements:

  • General Insurance Level 2 License is an asset
  • Experience in providing excellent customer service
  • Ability to communicate professionally in person, over the phone, and through email
  • Experience managing a book of business or relatable work experience
  • Desire to learn new systems and processes
  • Strong problem-solving skills and adaptability
  • Passion for helping people and self-driven to succeed

What We Offer:

  • Competitive compensation package
  • 3 weeks' vacation, 14 wellness days, company matching investment and savings programs
  • 100% employer-paid group benefits, including a healthcare spending account

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