Insurance Services Representative Vii, Squamish

2 weeks ago


Squamish, Canada Vancity Life Insurance Services Full time

Do you consider yourself to be an exceptional customer service professional that has experience in insurance? Do you enjoy providing personal service to clients? Use these skills to provide our members comprehensive auto insurance advise and efficient service

**The Role: Insurance Services Representative VII PART Time**

**As an Insurance Services Representative VII** you will demonstrate exceptional customer service and support. You will process ICBC Insurance, Drivers Licenses, and Private Auto Insurance, renewals, endorsements, cancellations. You will also retrieve motor vehicle reports and process ICBC Batching. Clients will receive quality personal and auto insurance advice and efficient service that achieves both profitability and enables community wellbeing.

**A typical day would involve**:

- Prepare quotes, provide advice, and offer personal lines, ICBC AutoPlan and Private Auto insurance products and services and where applicable, motor vehicle to both new and existing clients
- Provide referrals for additional products and services offered by Squamish Savings.
Build the business by cross-selling on additional insurance products and services within the agency.
- Perform routine administrative elements of the work (e.g. order and organize the ICBC supplies and office supplies, ICBC, batching, deposits and mail distribution, and, where applicable, motor vehicle registration services) consistent with agreed upon timelines, regulatory requirements and established standards.

**You are**:

- **A problem solver -** You have an analytical mind and can multi-task to come up with solutions
- **Sales oriented -** You have the ability to identify and develop new business opportunities
- **Tech-savvy -** People often say you’re a quick learner and great with technology & systems
- **A great communicator -** You find it easy to get to know others and have great conversations with the added ability to build community relationships
- **Ready for a challenge -** You have a positive attitude and are able to work in a fast-paced changing environment

**You Have**:

- Insurance Level 1 license
- Autoplan Essentials Course
- Valid Drivers License
- **A High School Diploma -** At a minimum, you have graduated high school and/or equivalent
- **Customer Service Experience -** At least 1 year of working experience interacting with people and businesses in a professional capacity

**Bonus Points**:

- Level II General Insurance License or working towards it
- Post-secondary coursework

**The Team**:The Insurance Services Representative VII reports directly into the Manager, Squamish Insurance.

**About Vancity (Note that Squamish Insurance is a subsidiary of Vancity)**:

- Our vision is a transformed economy that protects the earth and guarantees equity for all. As a values-based financial co-operative, we are committed to transforming how banking is done by helping our members and local communities thrive financially, socially and environmentally with impact to make our world a better place.
- We are the largest private-sector Living Wage Employer in Canada and have been consistently recognized as one of the Top Employers in Canada. Come join our team of 2,600 diverse individuals and access competitive rewards & benefits.
- Start your Vancity career journey with us even if you’re new to financial services We encourage opportunities to learn & develop to prepare you for career success, which in turn continuously impresses how we serve our membership.
- We value Integrity, Innovation, Responsibility and Reconciliation.



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