Position Type: Permanent Full Time

We are looking for an Insurance Representative, Level 2, so if you’re passionate about insurance, and helping people protect themselves and their assets we’d like to hear from you. We're a financial services co-operative with an expansive reach on Vancouver Island, the Gulf and Discovery islands and North Central BC. Joining us is your chance to work, and do good, locally.  

To apply please use this link to our Career website: Insurance Representative, Level 2 - Union | Coastal Community Job Opportunities

What’s the role?

As an Insurance Representative, Level 2, you will effectively cross-sell the services of Coastal Community Insurance Services (2007) Ltd. and Coastal Community Credit Union.

Your duties will include:

• Performing all clerical and general insurance office functions
• Prospecting, marketing, selling, and processing all products relevant to the general insurance industry, including ICBC transactions
• Providing a friendly, courteous, and communicative service while responding immediately and diplomatically to questions and concerns
• Ensuring that all department work meets standards in presentation, quality, and timeliness as directed
• Performing other insurance related duties as assigned
• Actively promoting the organization in the community in a positive manner
• Assisting in the development of products, procedures, or services
• Checking and signing policies for Level 1 Salespersons as required

What are we looking for?

• Secondary school diploma
• Applicable licensing concurrent with position (consideration will be given to individuals with a Level 1 license and experience)
• Advanced knowledge of personal lines insurance
• Working knowledge of commercial insurance

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

• Keyboarding skills of 40 wpm and computer terminology are required, in addition to proficiency with Windows products such as Outlook, Word, and Excel applications
• Excellent communication skills and the ability to articulate in a clear, concise manner is required to transfer information and understanding to members
• Effective listening skills to engage members in conversation to understand and identify their immediate financial needs, and provide resolution through sourcing information, matching an appropriate product/service and/or referring members to the appropriate individual to complete their request
• The ability to multitask with keyboarding and internet/computer navigation skills for searching on-line client data and product information while simultaneously conversing with the member is essential to ensure that members receive excellent member service
• Interviewing skills and the ability to ask probing questions are required, as well as having the flexibility to adapt to each request and move between a variety of member concerns/questions/requests

If you’re an approachable problem solver who embraces self-development and life-long learning, you’ll be a great fit with us.

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 11.75% 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! Full Time Role Range (Annual Salary) - $63,616.32 to $71,672.64  The wage ranges provided are based on the Union collective agreement.  Together, Let’s Do Great Things!