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Advisor, Auto Insurance
4 weeks ago
POSITION OVERVIEW
At Waypoint, we are committed to protecting what our clients love and delivering exceptional experiences that foster lasting relationships. As an Auto Insurance Advisor, you will be an integral part of our dynamic team of insurance professionals. This role offers the opportunity to utilize your expertise to understand clients' unique needs, tailor comprehensive insurance solutions, and make a remarkable first impression with every interaction.
RESPONSIBILITIES:
Client Engagement
- Engage with both new and returning clients through consultative in-person or phone interactions, driven by a deep passion for understanding their needs and building lasting trust.
- Conduct thorough reviews of clients' current coverages, offering educated recommendations for Waypoint's relevant products and services to ensure comprehensive protection.
Insurance Processing
- Process renewals, endorsements, and cancellations for ICBC and optional in-house auto insurance with meticulous attention to detail.
- Assess product terms, conditions, coverages, limits, and exclusions, utilizing your expertise to provide clients with tailored insurance solutions.
- Utilize in-house CRM systems to maintain accurate client information and insurance policy details, ensuring the highest standards of accuracy and confidentiality.
Sales
- Meet and exceed sales, business-building, and retention targets, employing strong sales techniques while upholding Waypoint's values and standards.
- Process payments and follow up on outstanding balances, demonstrating a commitment to exceptional customer care and financial accuracy.
Collaborations & Continuous Learning
- Foster a collaborative environment by building positive rapport with colleagues and the public, recognizing the value of teamwork and mutual support.
- Oversee the distribution of plates, permits, and debit/credit receipts, ensuring meticulous record-keeping and precise accounting.
- Continuously develop and sustain a strong working knowledge of ICBC products, private auto insurance manuals, best practices, standards, and systems.
- Maintain high processing standards for storage, retrieval, and confidentiality of clients' information, ensuring accuracy and protection. Additional duties and responsibilities may be added during the course of employment.
REQUIREMENTS:
- Level 1 license required.
- Refined interpersonal and communication skills, with the ability to connect deeply with clients and foster trust, driven by a passion for delivering exceptional experiences.
- Excellent written and verbal communication skills, ensuring clear, concise interactions with clients and colleagues.
- Previous sales experience is highly valued, highlighting your ability to meet goals and deadlines while delivering outstanding customer service with a resourceful approach.
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.
