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Insurance Jobs in Summerland, BC

Last updated: 1 day ago
  • Promoted
Advisor, Personal Insurance

Advisor, Personal Insurance

WaypointBritish Columbia, Canada
Full-time
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: 21 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
career development facilitator

career development facilitator

Triangle Community ResourcesBC, CA
CA$27.00–CA$31.00 hourly
Full-time +1
Private employment service agency.Heures de travail : 35 hours per week.Show moreLast updated: 9 days ago
clinical counsellor

clinical counsellor

Huu-ay-aht First NationsBC, CA
CA$68,000.00–CA$82,000.00 yearly
Full-time +1
Efficient interpersonal skills.Excellent written communication.Are you available for shift or on-call work?.Are you willing to relocate for this position?. Do you currently reside in proximity to th...Show moreLast updated: 7 days ago
  • Promoted
Remote Insurance Benefits Representative

Remote Insurance Benefits Representative

InsureMatch StaffingSummerland, BC, Canada
Full-time
Globe Life American Income Division (part of Globe Life, a NASDAQ traded company) is looking for Benefit Representatives to help manage growing client needs and help provide both new and existing c...Show moreLast updated: 1 day ago
  • Promoted
Remote Insurance Benefits Representative

Remote Insurance Benefits Representative

Hire Standard StaffingNorthern Rockies, BC, Canada
Remote
Full-time
Globe Life American Income Division (part of Globe Life, a NASDAQ traded company) is looking for Benefit Representatives to help manage growing client needs and help provide both new and existing c...Show moreLast updated: 1 day ago
Remote - Entry Level Sales (No cold calling)

Remote - Entry Level Sales (No cold calling)

AO Globe LifeBC, CA
Remote
Full-time
Quick Apply
With over $156 million in new business last year, AO Globe Life is on the lookout for motivated individuals ready to excel in a professional sales role. As a key player in supplemental coverage for ...Show moreLast updated: 6 days ago
  • Promoted
Remote Insurance Benefits Representative

Remote Insurance Benefits Representative

HSSSummerland, BC, Canada
Full-time
Globe Life American Income Division (part of Globe Life, a NASDAQ traded company) is looking for Benefit Representatives to help manage growing client needs and help provide both new and existing c...Show moreLast updated: 1 day ago
  • Promoted
Remote Insurance Benefits Representative

Remote Insurance Benefits Representative

InsureTalent StaffingNorthern Rockies, BC, Canada
Full-time
Globe Life American Income Division (part of Globe Life, a NASDAQ traded company) is looking for Benefit Representatives to help manage growing client needs and help provide both new and existing c...Show moreLast updated: 1 day ago
Trainee - Insurance Advisor

Trainee - Insurance Advisor

Westland InsuranceSalt Spring Island, BC, CAN
CA$22.06 hourly
Salt Spring (McPhillips Ave), BC, 124 McPhillips Avenue, Salt Spring Island, British Columbia, Canada Req #2853 Friday, June 7, 2024. Are you searching for new possibilities?.Westland Insurance Grou...Show moreLast updated: 30+ days ago
Coordonnateur(trice) des dossiers d’invalidité bilingue

Coordonnateur(trice) des dossiers d’invalidité bilingue

Company 1 - The Manufacturers Life Insurance CompanyCAN, British Columbia, Full Time Remote
CA$39,525.00–CA$65,875.00 yearly
Remote
Full-time
As a Bilingual Intake Case Manager, you will be required to support our plan members across Canada through illness, recovery and return to work by providing them with disability benefits and proact...Show moreLast updated: 30+ days ago
  • Promoted
Financial Advisor

Financial Advisor

Capital Markets Advisors LLCBritish Columbia, Canada, Canada
Full-time
If you or anyone you know maybe interested in having a confidential conversation.Please like and share within your network. Position Overview : Financial Advisor / Planner – Growth and Equity Partnersh...Show moreLast updated: 8 days ago
Entry Level Sales Representative - Remote (Training Provided)

Entry Level Sales Representative - Remote (Training Provided)

Cornerstone Protection GroupFairwinds, BC, CA
Remote
We are looking for entry-level life insurance agents! We can help you get your license this week and have you protect families in your local area! Company Offers : Inbound lead system Remote S...Show moreLast updated: 30+ days ago
  • Promoted
Staff Pharmacist

Staff Pharmacist

Propulsion RecruitmentBritish Columbia, Canada, Canada
Full-time
Our client, a well-established pharmacy, is currently seeking a Staff Pharmacist to join their team! This is a great opportunity to develop your skillset and make a positive impact in the community...Show moreLast updated: 8 days ago
Insurance Advisor

Insurance Advisor

Western Coast Insurance ServicesVancouver Island, British Columbia, Canada
CA$45,000.00–CA$67,000.00 yearly
Full-time
Truthfulness | Fairness | Value | Loyalty.As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in...Show moreLast updated: 30+ days ago
insurance broker

insurance broker

DBA Sussex Insurance PentictionPenticton, BC, CA
CA$30.00–CA$32.00 hourly
Full-time +1
College, CEGEP or other non-university certificate or diploma from a program of 3 months to less than 1 year.Monitor insurance claims and respond to clients' enquiries. Sell automobile, fire, health...Show moreLast updated: 2 days ago
  • Promoted
General Manager - Marine Insurance

General Manager - Marine Insurance

OnTarget Talent SolutionsGreater Vancouver Metropolitan Area, Canada
CA$160,000.00–CA$190,000.00 yearly
Full-time
We are looking for a General Manager for a Marine Insurance company.Our client has provided affordable insurance to the marine and commercial fishing industry since the 1940ies, and is a membership...Show moreLast updated: 3 days ago
Client Advisor, Auto Insurance

Client Advisor, Auto Insurance

Acera InsurancePenticton, British Columbia, CA
CA$40,000.00–CA$50,000.00 yearly
Full-time
Client Advisor, Auto Insurance.Penticton, British Columbia, CA.As an employer of choice, Acera Insurance, formerly CapriCMW Insurance, offers an outstanding workplace and employee culture that crea...Show moreLast updated: 30+ days ago
Autoplan Agent – Full-Time or Part-Time

Autoplan Agent – Full-Time or Part-Time

Sussex InsurancePenticton, CA
CA$20.00–CA$23.00 hourly
Part-time
Sussex Insurance – Penticton (Inside Walmart) located at 275 Green Ave W.Autoplan agents (Level 1, 2 or 3) versed in all aspects of Autoplan transactions. Competitive wage and benefit package includ...Show moreLast updated: 30+ days ago
Advisor, Personal Insurance

Advisor, Personal Insurance

WaypointBritish Columbia, Canada
21 days ago
Job type
  • Full-time
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.