Insurance Advisor

Work at an award-winning top employer If you are looking for an empowering and progressive place to shape your future, then you’ve landed in the right place at BCAA. With our corporate Head Office in Burnaby and locations around BC, we offer a wide variety of opportunities all across the province. Share our purpose to together mobilize a brighter future for all and help British Columbians down’s life’s many roads.

**_Are you ready for your next step in Insurance - We provide best in class support & training to get you there_**
**_Hiring Insurance Advisors_**

The purpose of this transitional role is to provide opportunity for career progression to a Senior Insurance Advisor position once all goals, metrics and competencies of the Senior Insurance Advisor have been performed at a successful level. Ongoing training and support to advance into this role, will be provided to ensure your long-term success.

As one of BCAA’s Member-facing team members, the Insurance Advisor, MCC is a driven Insurance Professional, dedicated to delivering amazing Member experiences and continuous revenue growth through the consultative selling of BCAA’s products and services, with a focus on Homeowners’ Insurance as required. The Insurance Advisor, MCC is a source of positive brand impressions and builds long-lasting relationships with our Members by reviewing coverages, making recommendations and cross-selling other BCAA products and services. The Insurance Advisor, MCC 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 **U**pgrade**s** **BCAA **P**roducts and **S**ervices to **N**ew and **R**enewing Members**
- Through consultative over the phone sales, acquires new Home, Optional Auto and Travel Insurance sales, new BCAA Membership and additional products and services
- Renews Home, Optional Auto, Travel Medical Insurance policies, BCAA Memberships and additional products and services, by reviewing current coverages and making recommendations
- Reviews product terms and conditions including, but not limited to, coverages, limits and exclusions to limit errors and omissions
- Deepens Member relationships through cross-selling other BCAA products and services
- Creates and follows up on future business leads and upcoming renewals
- 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 guidelines

**Manage**s* **Member/**C**ustomer **A**ccounts and **C**oncerns**
- Updates Member information and insurance policy details in applicable systems
- Processes endorsements and cancellations for Home and Travel Insurance, BCAA Memberships and additional 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 goals

**Process**es** **and **M**anage**s** **Member/**C**ustomer **D**ocuments**
- Processes payments and follow up on outstanding payments
- Issues new, renewal, endorsements and cancellations for Home and Travel Insurance policies, BCAA Memberships, and additional products and services
- Meets all required processing standards for storage, retrieval, confidentiality, accuracy and timeliness

**Acquire**s* **and **M**aintain**s**I**ndustry, **Pr**oduct and **S**ystems **K**nowledge**
- 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 competitor’s product offerings
- Maintains annual Insurance licensing requirements

**Other **D**uties**;** **as **A**ssigned*
- Handling different call types as required
- Qualifications: _

**Minimum Qualifications**
- Completion of Grade 12
- 2 years’ experience in a Sales and Service environment, including 6 months of General Insurance or equivalent experience
- Level 1 Insurance license, and willing to obtain Level 2 Insurance license within 12 months of employment in this position
- As required, completion of training for BCAA Optional Auto Insurance product
- Demonstrated sales productivity and selling skills, with proven ability to balance customer needs, disciplined risk management and revenue growth
- 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 able to consider costs and benefits of potential products i