Service Advisor

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- Summary_
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- As one of BCAA’s Member-facing team members, the Service Advisor is an Insurance Professional dedicated to delivering amazing Member experiences through the servicing of BCAA’s products and services, with a focus on Membership, Travel and Auto Insurance products. The Service Advisor is a source of positive brand impressions and builds long-lasting relationships with our Members and helps them derive the maximum value from their Membership through identifying needs for additional BCAA products and services. The Service Advisor collaborates with a team who is passionate about igniting unparalleled Member loyalty that enables BCAA to be the most trusted organization in British Columbia.
- Key Responsibilities:_

Sells and Upgrades Membership and Auto Insurance to New and Renewing Members- Through consultative in-person or over the phone sales, acquires new BCAA Memberships, Travel Insurance, ICBC and Optional Auto Insurance sales; where required and with the appropriate qualifications, sells additional BCAA products and services-
- Renews BCAA Memberships, Travel Insurance, ICBC and Optional Auto Insurance policies by reviewing current coverages and making recommendations; where required and with the appropriate qualifications, renews additional BCAA products and services-
- Reviews product terms and conditions including, but not limited to, coverages, limits and exclusions to limit errors and omissions-
- Deepens Member relationships through excellence in customer service including, informing Members of Member value and opportunities to save-
- Collaborates with BCAA and other supplier’s Underwriters-
- Meets all prescribed sales, business-building and retention targets, BCAA and AAA/CAA Member experience goals, best practices, standards and Underwriting guidelinesCreates Referrals for Cross-selling of BCAA Products and Services to New and Renewing Members- Creates referrals for cross-selling Homeowners’ and Travel Insurance-
- Creates and follows up on future business leads and upcoming renewalsManages Member/Customer Accounts and Concerns- Updates Member information and insurance policy details in applicable systems-
- Processes Membership, Travel Insurance, ICBC and Optional Auto Insurance endorsements and cancellations; where required, process endorsements and cancellations for additional BCAA products and services-
- Issues new and renewal Membership transactions and Member entitlement products such as passport photos, international driving permits, Member maps, tour books and camp guides-
- Resolves Member concerns by following BCAA’s Member resolution standards and meeting BCAA and AAA/CAA Member satisfaction goalsProcesses and Manages Member/Customer Documents- Processes payments and follow up on outstanding payments-
- Issues new, renew and makes changes to Memberships-
- Issues new and renewal Travel Insurance, ICBC and Optional Auto Insurance policies, cancellations, endorsements, plates and transfers; where required, issue new, renewal, endorsements and cancellations for additional BCAA products and services-
- Meets all required processing standards for storage, retrieval, confidentiality, accuracy and timelinessAcquires and Maintains Industry, Product and Systems Knowledge- Maintains a working knowledge of all BCAA Membership and Insurance manuals, best practices, standards, policies and systems-
- Attends required BCAA and industry training courses-
- Keeps up-to-date with industry knowledge and competitors’ product offerings-
- Maintains annual Insurance licensing requirementsOther Duties; As Assigned- Greeting and administrative duties- Relationships:_- Reports to: Assistant Manager or Manager, Service Location-
- External: Members, Insurance Council of BC, Insurance Brokers Association of BC (IBABC), ICBC, BCAA approved suppliers and community business associates-
- Other: Various BCAA Management, other Service Location team members, and team members in P&D, Payroll, Marketing, Underwriting- Qualifications:_
- Minimum Qualifications- Completion of Grade 12-
- 2 years’ experience in a Sales and Service environment-
- Level 1 Insurance license (or willing to obtain within 3 months)-
- Completion of Autoplan Essentials within 3 months from start date in positio-
- Demonstrated sales productivity and customer service skills-
- Demonstrated multi-tasking skills and proven ability to prioritize activities-
- Strong interpersonal communication skills-
- Ability to work within a fast-paced team environment and maintain a high level of professionalism-
- Proven judgment and decision-making abilities. Must be