Insurance Advisor, Fleet Services Specialist

3 weeks ago

Surrey, British Columbia, Canada Equest Full time
Fleet Insurance Agent Opportunity

We're seeking a skilled Fleet Insurance Agent to join our team. As a Fleet Insurance Agent, you will represent our company and work with a specialized team of auto insurance agents in our Fleet department. Your role will involve administrative responsibilities, interacting with clients over the phone, via email, and in the office, and processing ICBC transactions including new submissions, midterm changes, renewals, and new Fleet status quotes.

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, over the phone, or in the office.
  • 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.

What We Offer:
  • A supportive and inclusive work environment.
  • Opportunities for growth and development.
  • A competitive compensation package.
  • A total rewards program that takes care of your financial, physical, and mental health.
  • Flexible paid Values Days to celebrate important days.
  • Paid Volunteer Days for employees as part of our community support program.

Requirements:
  • A valid level 1 insurance agent license (successful applicants will be required to obtain their level 1 license within a 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).
  • A valid driver's license.

Why Work with Us:
  • We're a company that values diversity and inclusion.
  • We offer a supportive and inclusive work environment.
  • We provide opportunities for growth and development.
  • We offer a competitive compensation package.

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