Insurance Broker

2 weeks ago


Abbotsford, Canada B&W Insurance Brokers Full time

B&W Insurance has a new opportunity for a **full-time Fleet & Prorate Autoplan Broker** at its Abbotsford Location.

**The opportunity**:
The Fleet and Prorate Agent will work within a team that services our existing fleet accounts as well as assisting with the servicing of new fleet accounts. Having excellent time-management and organizational skills will be primary to this role. Having general fleet and prorate knowledge and experience is helpful, but training will be provided.

**Who you report to**:
Office Manager

**The role**:

- Maintaining our existing fleet accounts while also assisting the office and our producers with securing and assisting with new fleet, garage and prorate accounts.
- Creating and Management Spreadsheets within our Internal EPIC Systems
- Providing sound advice to not only our clients, but also our staff
- Assisting with the daily needs of our fleet clients. This can include but not limited to:

- Fleet/prorate renewals

Maintaining and creating spreadsheets
Temporary changes
Addition of new units
Changes to Existing units
Cancellations/lease buyouts
- Be able to work seamlessly with little supervision, but also is a team-player who can assist with walk-in clients when needed.
- Work within the Commercial Auto Department to manage tasks and jobs efficiently.
- Processing ICBC transactions.
- Assisting walk-in clients as need be whether they be fleet/auto or regular clients (if needed)

**What we need from you**:

- 2-5years ICBC Autoplan Experience
- At least a Level 1 license
- General background/experience with Fleet or commercial trailers/larger trucks. More in depth knowledge can be acquired through training
- Impeccable time management and organizational skills
- Excellent verbal written communication skills
- Ability to work independently and proactively
- Microsoft Office proficiency, particularly Excel

**About Us**:
B & W Insurance Brokers is an independently owned and operated insurance brokerage. We operate six convenient locations throughout the Fraser Valley with over 90 highly trained employees. B & W commenced operations in 1983 and specializes in a wide range of insurance products including Home, Auto, Life, and Travel. Our commercial insurance department can handle anything from a small contractor to large commercial enterprise with a specialization in transportation, warehousing, and bonding. With 40 years of experience and industry leading customer service, we have the right people and products to exceed your expectations.

Please submit your resume and cover letter in one single.PDF

**Benefits**:

- Dental care
- Extended health care
- On-site parking

Schedule:

- 8 hour shift

Supplemental pay types:

- Commission pay

Ability to commute/relocate:

- Abbotsford, BC: reliably commute or plan to relocate before starting work (required)

**Experience**:

- ICBC Autoplan: 1 year (required)

Licence/Certification:

- BC General Insurance License (required)

Work Location: One location


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