Advisor, Auto Insurance

2 months ago

Ladysmith, Canada Waypoint Full time

POSITION OVERVIEW:

At Waypoint, we believe insurance is about protecting what you love, and it's a passion for what our clients love. We're dedicated to providing exceptional experiences that foster lasting relationships. As an Automobile Insurance Specialist, you'll join a dynamic team of insurance professionals who are driven by curiosity. Every transaction is an opportunity to make a remarkable first impression, utilizing your expertise to understand our clients' unique needs and tailor comprehensive solutions. By applying your knowledge of insurance, you'll protect what our clients love and cultivate meaningful connections. Success in this role means meeting sales targets while upholding Waypoint's standards and guidelines.


RESPONSIBILITIES:

· Engage with new and returning clients through consultative in-person or over the phone interactions, driven by a passion for understanding their needs and building trust.

· Process renewals, endorsements, and cancellations for ICBC, optional in-house auto insurance demonstrating meticulous attention to detail.

· Conduct thorough reviews of clients' current coverages, providing educated recommendations for Waypoint's relevant products and services.

· Assess product terms and conditions, including coverages, limits, and exclusions, utilizing your expertise to deliver comprehensive protection.

· Meet various sales, business-building, and retention targets, employing strong sales techniques while upholding the values of Waypoint.

· Foster a collaborative environment by building positive rapport with colleagues and the public, recognizing the value of teamwork and mutual support.

· Utilize our in-house CRM systems to maintain accurate client information and insurance policy details.

· Process payments and diligently follow up on outstanding balances, demonstrating a commitment to exceptional customer care.

· Uphold high processing standards for storage, retrieval, confidentiality and accuracy, ensuring the utmost protection of clients' information.

· Continuously develop and sustain a strong working knowledge of ICBC products, guidelines, as well as private auto insurance manuals, best practices, standards, and systems.

· Oversee the distribution of plates, permits, and debit/credit receipts, ensuring meticulous record-keeping and precise accounting.


REQUIREMENTS:

· Possess refined interpersonal and communication skills, allowing you to connect with clients on a deep level and foster trust, driven by your passion for delivering exceptional experiences.

· Demonstrate excellent written and communication skills, ensuring clear and concise interactions.

· Exhibit strong computer skills and fluency in Microsoft programs, including Word, Excel, and Outlook.

· Previous sales experience is highly valued, highlighting your ability to meet goals and deadlines while delivering outstanding customer service with a resourceful approach.

· Show motivation to surpass assigned targets and think critically to problem solve on the spot, fueled by your curiosity and desire to find innovative solutions.

· IBABC Licensing is preferred, but not required.


Waypoint is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.

  • Auto Insurance Broker

    2 weeks ago

    Ladysmith, Canada Waypoint Insurance Full time

    Think about how exciting it would be to have a career that blends education, sales and technical savvy! Insurance brokers advise clients on how best to protect their assets. We are focused on attracting the right people to help us change the way insurance is offered. Client preferences on how they purchase insurance are driving the need for change at...

  • Advisor, Auto Insurance

    2 months ago

    Ladysmith, Canada Waypoint Full time

    POSITION OVERVIEW:At Waypoint, we believe insurance is about protecting what you love, and it's a passion for what our clients love. We're dedicated to providing exceptional experiences that foster lasting relationships. As an Automobile Insurance Specialist, you'll join a dynamic team of insurance professionals who are driven by curiosity. Every transaction...

  • Advisor, Auto Insurance

    2 months ago

    Ladysmith, Canada Waypoint Full time

    POSITION OVERVIEW:At Waypoint, we believe insurance is about protecting what you love, and it's a passion for what our clients love. We're dedicated to providing exceptional experiences that foster lasting relationships. As an Automobile Insurance Specialist, you'll join a dynamic team of insurance professionals who are driven by curiosity. Every transaction...

  • Outside Sales Representative

    2 weeks ago

    Ladysmith, Canada Lordco Auto Parts Full time

    Description Position: Outside Sales Representative Location: Nanaimo, BC Do you have a passion for the Automotive Industry? Do you want a stable career and receive excellent benefits? Join our Nanaimo, BC, team and let work, work for you. Lordco Auto Parts is Canada’s largest independently-owned automotive parts retailer, with over 100...

  • Assistant Branch Manager

    1 month ago

    Ladysmith, Canada Waypoint Insurance Full time

    We are pleased to be posting for our next leader to fill an Assistant Branch Manager role in our Ladysmith location. Waypoint is a strongly regarded brand in this fast growing community and are looking for a leader to continue to grow this strong branch. Leadership in this location is an important part of our Waypoint strategy because serving clients and...

  • Cashier (PT)

    2 weeks ago

    Ladysmith, Canada Lordco Auto Parts Full time

    Description Position: Cashier Location: Ladysmith, BC Are you looking for a part-time, entry-level job close to home? Do you love interacting with people? Do you value providing customer service with a smile? Join our team and let work, work for you. Lordco Auto Parts is Canada’s largest independently-owned automotive parts retailer, with...

  • Cashier (PT)

    2 weeks ago

    Ladysmith, Canada Lordco Auto Parts Full time

    Description Position: Cashier Location: Ladysmith, BC Are you looking for a part-time, entry-level job close to home? Do you love interacting with people? Do you value providing customer service with a smile? Join our team and let work, work for you. Lordco Auto Parts is Canada’s largest independently-owned automotive parts retailer, with...

  • Financial Advisor

    4 weeks ago

    Ladysmith, Canada Sun Life Full time

    Come on down to the annual Nanaimo Hiring & Post-Secondary Education Expo on Thursday, June 6th, 2024, from 11:00 a.m. - 3:00 p.m. at the Country Club Centre Mall, 3200 North Island Hwy., Nanaimo, B.C. Come dressed for success with your resume in hand for an opportunity to meet a live recruiter. Free Admission and Open to the public. Position: Financial...

  • Level I Insurance Agent or Trainee

    6 days ago

    Ladysmith, Canada Ladysmith & District Credit Union Full time

    **About LCU Insurance** Lead, inspire, make an impact with LCU Insurance Agencies Ltd. and Ladysmith & District Credit Union. Our goal is to deliver exceptional service through the skills of our staff that share a passion for the opportunities of our clients, members, and community. What does that mean to you? Quite simply, that we care about people: our...

  • Service Advisor

    6 days ago

    Ladysmith, Canada Arbutus RV & Marine Sales Ltd. Full time

    **THIS POSITION IS LOCATED AT OUR LADYSMITH LOCATION** **Who We Are** At Arbutus RV, we're more than just a dealership; we're a community of adventure enthusiasts dedicated to ensuring everyone has the opportunity to experience the magic of the RV Lifestyle! From cozy campers to luxurious mobile mansions, we provide the ultimate escape vehicles for...

  • Parts/service Advisor

    3 weeks ago

    Ladysmith, Canada Arbutus RV & Marine Sales Ltd. Full time

    _**THIS POSITION IS LOCATED AT OUR LADYSMITH LOCATION**_ **Who are we?** Arbutus RV is Vancouver Island’s premier one-stop-shop for everything RV. Meeting the needs of RVers since 1988, Arbutus is Vancouver Island’s largest sales, parts and service team at 7 locations throughout the island. **Who are you?** You are a friendly, outgoing person with...

  • Financial Advisor

    4 weeks ago

    LADYSMITH, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals...

  • Financial Advisor

    4 weeks ago

    Ladysmith, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals...

  • Financial Advisor

    2 weeks ago

    LADYSMITH, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals...

  • Financial Advisor

    3 weeks ago

    Ladysmith, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals...

  • Cashier (Pt)

    2 weeks ago

    Ladysmith, Canada Lordco Parts Ltd. Full time

    **Position: Cashier** **Location: Ladysmith, BC** Are you looking for a part-time, entry-level job close to home? Do you love interacting with people? Do you value providing customer service with a smile? Join our team and let work, work for you. Lordco Auto Parts is Canada’s largest independently-owned automotive parts retailer, with over 100 locations...

  • Automotive Parts Representative

    6 days ago

    Ladysmith, Canada Lordco Parts Ltd. Full time

    **Position: Automotive Parts Representative** **Location: Ladysmith, BC** - Do you love interacting with people and sharing your automotive knowledge? _Are you looking for a full-time job close to home?_ Bring your passion for automotives to our Ladysmith, BC, team and let work, work for you._ Lordco Auto Parts is Canada’s largest independently-owned...

  • Investment Services Assistant

    1 month ago

    Ladysmith, Canada LDCU Financial Services Full time

    #003-2024 Full-Time Investment Services Assistant (Temporary approx. 12 months) Monday - Friday Wealth Management Services An opportunity for a temporary full-time Investment Services Assistant is available within our Wealth Management division. The Investment Services Assistant will be responsible for performing a variety of administrative and sales...

  • Cashier (PT)

    5 days ago

    Ladysmith, Canada Lordco Parts Ltd. Full time

    Position: CashierLocation: Ladysmith, BCAre you looking for a part-time, entry-level job close to home? Do you love interacting with people? Do you value providing customer service with a smile? Join our team and let work, work for you.Lordco Auto Parts is Canada’s largest independently-owned automotive parts retailer, with over 100 locations across...

  • Cashier (PT)

    5 days ago

    Ladysmith, Canada Lordco Parts Ltd. Full time

    Position: CashierLocation: Ladysmith, BCAre you looking for a part-time, entry-level job close to home? Do you love interacting with people? Do you value providing customer service with a smile? Join our team and let work, work for you.Lordco Auto Parts is Canada's largest independently-owned automotive parts retailer, with over 100 locations across Western...