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Insurance agent Jobs in Castlegar, BC

Last updated: 7 days ago
  • Promoted
Advisor, Personal Insurance

Advisor, Personal Insurance

WaypointBritish Columbia, Canada
The Advisor, Personal Insurance will drive revenue growth by achieving annual sales targets through effective customer management and service strategies. Responsibilities include analyzing risk fact...Show moreLast updated: 12 days ago
Insurance Assistant

Insurance Assistant

EightSix NetworkBC
CA$55.00–CA$65.00 hourly
Odlum Brown Financial Services Limited is a wholly owned subsidiary of Odlum Brown Limited (Odlum Brown) that provides financial planning, retirement, tax and estate planning, and insurance product...Show moreLast updated: 30+ days ago
Remote Signing Agent - Province of British Columbia (various locations available)

Remote Signing Agent - Province of British Columbia (various locations available)

FCTCAN, British Columbia, Remote
CA$24.00 hourly
Remote
Venez travailler pour une entreprise qui est engagée dans la réussite de chacun de ses employés.C’est un milieu de travail où les innovateurs et les collaborateurs se rencontrent et tirent parti de...Show moreLast updated: 30+ days ago
  • Promoted
Mortgage Advisor

Mortgage Advisor

PineBritish Columbia, Canada
At Pine, we’re revolutionizing home financing by transforming a traditionally complex and outdated process into a streamlined, efficient experience for Canadians. Through innovative technology and a...Show moreLast updated: 7 days ago
Leasing Agent, Nanaimo

Leasing Agent, Nanaimo

Realstar ManagementBC, Canada
CA$46.38 hourly
Nanaimo, BC, Canada Req # Friday, August 2,.The Leasing Agent works with the Resident Manager and is responsible for showing and leasing apartment suites to prospective residents.The Leasing Agent ...Show moreLast updated: 30+ days ago
Account Specialist, Early Stage Collections (Remote / Hybrid)

Account Specialist, Early Stage Collections (Remote / Hybrid)

BMOREMOTE / TELETRAVAIL, BC, CAN
CA$33,850.00–CA$49,500.00 yearly
Remote
Full-time +1
VIRTUAL(R)59 - REMOTE / TELETRAVAIL - ON - BMO.You may be eligible for 100% remote work, depending upon your proximity to our BMO office locations. Are you a strong problem solver who understands that...Show moreLast updated: 14 days ago
insurance broker

insurance broker

Waypoint Insurance Services Inc.BC, CA
CA$35.00 hourly
Full-time +1
Education : Secondary (high) school graduation certificate.Experience : 1 year to less than 2 years.Assess potential institutional, business or individual client markets. Establish client insurance co...Show moreLast updated: 30+ days ago
  • Promoted
Freight Broker (Operating) Agent

Freight Broker (Operating) Agent

Challenger Motor FreightBritish Columbia, CA
Remote
Full-time
Quick Apply
Challenger is seeking motivated individuals to join our team as Freight Broker (Operating) Agent.As a Freight Broker Agent, you'll play a pivotal role in expanding our customer base and providing t...Show moreLast updated: 30+ days ago
  • Promoted
Nursing Associate

Nursing Associate

Mint OPTIMALVarious, BC, ca
Full-time +1
Unlock Your Potential : Nursing Opportunities across Canada.Are you a talented and compassionate Registered Nurse, Nurse Practitioner, LPN, or PSW looking for new opportunities locally or across the...Show moreLast updated: 30+ days ago
Sales Representative, Remote - Lucrative Career

Sales Representative, Remote - Lucrative Career

AO : Globe LifeRemote, BC, CA
CA$40,000.00–CA$80,000.00 yearly
Remote
Full-time
Quick Apply
About Us : At AO Globe Life, we are dedicated to providing top-notch insurance solutions to our clients.With a focus on excellent customer service and tailored coverage options, we strive to meet th...Show moreLast updated: 30+ days ago
Surface Land Agent

Surface Land Agent

Scott Land LtdBritish Columbia
CA$35,000.00–CA$45,000.00 yearly
Surface Land acquisitions and consultation.Communicating with key stakeholders such as clients, landowners, regulatory officials, government agencies and management. Active member of the Internation...Show moreLast updated: 30+ days ago
Remote Sales Manager

Remote Sales Manager

AO Globe LifeBC, CA
Remote
Full-time
Lead with Impact and Flexibility – Join Our Dynamic Remote Sales Team! Are you ready to redefine what it means to succeed in sales, all from the comfort of your home? We’re seeking moti...Show moreLast updated: 30+ days ago
Work@Home Technical Support Associate

Work@Home Technical Support Associate

HGSBritish Columbia
CA$17.00 hourly
Your Impact : As a Technical Support Associate, you’ll have the ability to work in a collaborative and engaging environment with one goal, making a positive impact on people’s day! We’ll train you t...Show moreLast updated: 30+ days ago
Trainee - Insurance Advisor

Trainee - Insurance Advisor

Westland InsuranceSalt Spring Island, BC
CA$22.06 hourly
Salt Spring (McPhillips Ave), BC, 124 McPhillips Avenue, Salt Spring Island, British Columbia, Canada Req #2853 Monday, July 8, 2024. Are you searching for new possibilities?.Westland Insurance Grou...Show moreLast updated: 30+ days ago
Transactions Lead - British Columbia - (REMOTE)

Transactions Lead - British Columbia - (REMOTE)

eXp World HoldingsFraser Valley, British Columbia
CA$62,500.00 yearly
Remote
Position at eXp Canada We are one of the with 2,000+ team members utilizing our virtual office called eXp World.This role is work-from-anywhere in British Columbia, Canada.Who is eXp?Doing the auda...Show moreLast updated: 30+ days ago
Advisor, Personal Insurance

Advisor, Personal Insurance

WaypointBritish Columbia, Canada
12 days ago
Job description

POSITION OVERVIEW

The Advisor, Personal Insurance will drive revenue growth by achieving annual sales targets through effective customer management and service strategies. Responsibilities include analyzing risk factors across various policies, overseeing seamless policy renewals, reviewing product terms, identifying cross-selling opportunities, and maintaining high standards in customer information management. Collaborating with internal departments and external stakeholders, the Advisor, Personal Insurance uphold operational excellence and contribute to continuous improvement.

RESPONSIBILITIES : SALES MANAGEMENT

  • Aim to achieve a minimum revenue target of $150,000 annually through effective customer management and sales techniques.
  • Develop a comprehensive understanding of the insurance market landscape, staying ahead of industry trends and product offerings.
  • Assess and analyze risk factors associated with various insurance policies, particularly in areas such as tenant, homeowner, annual travel, owner-occupied RV, and special event policies.
  • Achieves all established retention targets while adhering to Waypoint's standards and underwriting guidelines.
  • Manage and maintain a portfolio of customers, ensuring all policies in-force (PIF) counts meet or exceed designated targets.

CUSTOMER EXPERIENCE

  • Successfully renews policies by thoroughly reviewing current coverages and providing tailored recommendations based on individual customer needs.
  • Conducts comprehensive reviews of product terms and conditions, including coverages, limits, and exclusions, to minimize errors and omissions.
  • Ensures accurate maintenance of customer information and insurance policy details within relevant systems.
  • Processes endorsements, cancellations, and adjustments for insurance policies and additional products / services.
  • Utilizes active listening and investigative skills to resolve potential challenges with policy renewals.
  • Identifies customer needs, coverage gaps, and cross-selling opportunities to enhance customer protection.
  • Issues renewal documents, endorsements, and cancellations for insurance policies and additional products / services.
  • Manages payment processing and diligently follows up on outstanding payments.
  • Maintains stringent processing standards, ensuring data accuracy, confidentiality, and timeliness.
  • Develops and sustains a comprehensive understanding of insurance manuals, best practices, standards, policies, and systems.
  • Handle non-complex customer requests efficiently, such as issuing policy copies, providing receipts for payments, and processing payment-related inquiries.
  • Provide exceptional customer service to both internal and external stakeholders, addressing inquiries, resolving issues, and offering tailored insurance solutions.
  • Executes renewal market assessments according to Waypoint's policies and customer-specific requirements.
  • OPERATIONAL EXCELLENCE

  • Collaborates effectively with all other departments with Waypoint that are applicable, external stakeholders such as underwriting partners, notary, and lawyers.
  • Assist team members with administrative tasks, including but not limited to binders, updating client information in EPIC and Applied Rating systems, premium finance changes, and managing the PL centralized mailbox.
  • Engage in ongoing training and skill development, ensuring continuous improvement in insurance knowledge and brokerage operations.
  • Support departmental projects to ensure efficiencies.
  • Additional duties and responsibilities may be added during the course of employment.

    REQUIREMENTS :

  • Minimum of 1 year of Auto Insurance experience.
  • Excellent verbal and written communication abilities, with a knack for asking open-ended questions to gather comprehensive risk information from customers.
  • Proficiency in navigating insurance policy manuals and wordings to accurately assess coverage and risk factors.
  • Strong analytical skills with the ability to solve problems, make informed decisions, and de-escalate situations effectively.
  • Detail-oriented and observant nature for conducting policy reviews and identifying necessary updates that are up to date and compliant.
  • Proven ability to work independently, take initiative, and continuously seek opportunities for personal and professional growth.
  • Adept at building and maintaining positive relationships with customer, colleagues, and external partners.
  • Familiarity with administrative tasks in a brokerage setting, including binder management, application processing, and customer communication.
  • Ability to efficiently manage multiple tasks and prioritize workload to ensure timely completion of responsibilities.
  • Proficiency in using insurance management software such as EPIC and Microsoft Office Suite.
  • Please note, we are looking for candidates in the following regions :

  • Nanaimo
  • Campbell River
  • Courtenay
  • Vancouver
  • 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.