Insurance Concierge

**Position Type**:Temporary

**Duration**: Approximately three (3) months

**Together, Let’s Do Great Things**

We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are looking for an Insurance Concierge, so if you’re passionate about customer service and insurance, we’d like to hear from you.

**What’s the role?**

As an **Insurance Concierge**you are responsible for greeting and directing clients to the most effective service channel under direct supervision. This includes greeting incoming clients promptly and courteously, directing them to appropriate areas for further assistance, and informing clients of new service options. It also involves assisting clients to connect with the appropriate broker through the kiosk and processing payments for clients. The Insurance Concierge plays a vital role in enhancing client engagement and satisfaction while promoting Coastal Community’s mission through effective administrative support and client service.

Your duties will include:

- Greeting incoming clients promptly and courteously and direct to appropriate areas for further assistance
- Inform clients of new service options and encourage adoption of the use of the temporary kiosk
- Assist clients to connect with the appropriate broker through the kiosk
- Process payments for clients
- Assist with office admin tasks such as mail and courier and answering phone calls.

**What are we looking for?**
- Highschool diploma
- Completion of two (2) years post-secondary; or an equivalent combination of education, training and experience.

Ideally, you are a flexible, collaborative team player with:

- Demonstration of a professional manner in speech, conduct, and appearance
- A practical knowledge of related computer skills and understanding of the operation of a PC
- Ability to operate general office equipment and knowledge of office procedures
- Strong attention to detail
- Previous experience would be an asset

**Who are we?**
Since first forming in 1946, Coastal Community has grown to become the largest financial services provider based on Vancouver Island. We’re proud of the legacy we’ve built and the things that make us who we are:
We’re 100% member-owned, with all decisions made locally—right here on Vancouver Island.

We’re a growing organization with over $4 billion in assets under management. Coastal Community helps improve the financial health of over 100,000 members and clients through our 24 branches, 16 insurance offices, 4 business centres, plus our wide range of online and digital services.

We believe in making meaningful contributions to the communities we call home. Each year, we give over half a million to community organizations and programs.

At Coastal Community we are dedicated to serving our local community by prioritizing diversity, equality, inclusion, and supporting a sense of belonging for all. We value every individual’s unique experience and perspective. As a result, we empower individuals to achieve their financial goals, enrich lives, and build healthier communities.

Embarking on a journey with Coastal Community means joining an exceptional team, engaging in meaningful work, and enjoying fulfilling experiences along the way. We take pride in offering a comprehensive total rewards package and a workplace culture that’s second to none. This includes a commitment to work/life balance, a substantial extended benefits package, an impressive 11.50% employer-paid RRSP contribution, investments in your education and training, banking perks, and so much more Join us and be part of a community that values your growth and success

**Career Band Range (Annual Salary) - $45,100.00**

The posted salary range is designed to reflect a broad career band, encompassing a variety of roles within our organization and serves as a general guideline. Your final compensation will be tailored to your unique skills, experience, and the responsibilities of the role.

If this role resonates with your passion and skills, we would love to hear from you