Associate Insurance Advisor

At Doctors of BC our vision is to promote a social, economic, and political climate in which members can provide the citizens of BC with the highest standard of health care, while achieving maximum professional satisfaction and fair economic reward.

Together, we make a difference so our doctors can make theirs. Join us today

**DEPARTMENT: Members’ Products & Services**

The Members’ Products & Services department provides Doctors of BC members with exclusive discounted consumer products and services. We focus on three product areas: telecommunications, insurance and Club MD, which is a members’ discount program providing deals on travel, entertainment and more.

**THE TEAM: Insurance**

As a full service brokerage firm, we offer physician members exclusive Doctors of BC association plans and individual insurance plans from Canada’s top insurance carriers. Our Advisors are unique - they are non-commissioned so they can focus on providing sound advice and the right solutions for 16,000 physician members and their families.. Through the insurance advisory services, we provide comprehensive insurance planning to help protect physicians, their families and their medical practices. You will join a team of experienced Advisors and be supported by Administrators who work collaboratively to fulfill physicians’ complex insurance needs. Our service mission is to provide our members with financial peace of mind.

**THE JOB: Associate Insurance Advisor**

Reporting to the Business Development Manager of Members’ Products & Services, the role of Associate Insurance Advisor (Advisor) is responsible for analyzing clients’ personal insurance needs and providing recommendations that may include life, disability, critical illness, and accidental death & dismemberment insurance. The Advisor’s key market focus will include students, residents and family members. The Advisor will support an established book of business of insurance plans, ensuring renewals, increases, and changes are managed. clients. The Advisor will also provide superior customer support to our members. This role enables you to work-from-home as client appointments can be completed via phone or online. Occasional travel to Metro Vancouver may be required.

**WHAT SUCCESS LOOKS LIKE**

**Thoroughness (I)**:

- Demonstrates operational agility.
- Uses organizational systems that result in multiple critical activities to be identified and completed on time.
- Renegotiates priorities as necessary.
- Puts systems in place and uses them to monitor and detect errors and problems.
- Tests and inspects outputs and applies quality checks prior to work submission.

**Communications for Results (I)**:

- Conducts discussions with and writes memoranda to all levels of colleagues and peer groups in ways that support troubleshooting and problem solving.
- Seeks and shares relevant information, opinions, and judgments.
- Handles conflict empathetically.
- Explains the context of interrelated situations, asks probing questions, and solicits multiple sources of advice prior to taking action when appropriate.

***Building Relationships (I)**:

- Establishes and maintains relationships and alliances. Shares information and readily determines to whom to go for relevant information.
- Seeks assistance and feedback in the problem solving process. Partners with others to achieve expectations.

***Negotiating (I)**:

- Demonstrates more than one preferred negotiating style (e.g. competing, co-operative, avoiding, compromise, accommodating) and adapts depending on the counterpart and context.
- Negotiates in a constructive manner when tackling difficult issues, making realistic compromises during negotiations.
- Manages buy-in and gains trust with stakeholders prior to and during negotiations, listening to other points of view to negotiate a fair compromise.
- Explores creative solutions to overcome antagonism and develop partnerships. Reviews the immediate results, broad implications and unintended consequences of all decisions.

**Doctors of BC Team Member**: Approaches work with a collaborative spirit recognizing we are better together. Embraces change, provides excellence in service and is accountable for their results and helping others achieve theirs. Does the right thing, not the easy thing. Speaks openly and honestly to tackle tough challenges and enrich relationships. Balances hard work with fun and is genuinely friendly and committed to other’s wellbeing.

**WHAT YOU BRING**
- Bachelor’s degree and 1-3 years of experience in financial/insurance marketing or sales role, or equivalent.
- Knowledge of individual life insurance and living benefits; able to present marketing concepts and solutions.
- Must be licensed to sell Life and Accident & Sickness insurance in BC; CHS, GBA, CFP or CLU designations an asset.
- Excellent communication and presentation skills, as well as proven ability to develop clear and concise written documents and communication.
- Ex