Senior Insurance Advisor/ I A

  • 2-6 Year
  • Vancouver
  •   Posted On: January 11, 2018
  •   Skills: 
  • Industry: Insurance
  • Qualifications Required: Any
  • Job Type: Full Time

Job Overview

Roles & Responsibilities

Key Responsibilities Include

Sells and upgrades BCAA products and services to new and renewing Members
Through consultative in-person or over the phone sales, acquires new home and travel insurance sales; where required, acquires new BCAA Membership and additional products and services
Renews home and travel insurance policies by reviewing current coverages and making recommendations; where required, renews BCAA Memberships and additional products and services
Reviews product terms and conditions including, but not limited to, coverages, limits and exclusions to limit errors and omissions
Deepens Member relationships through cross-selling other BCAA products and services
Creates and follows up on future business leads and upcoming renewals
Collaborates with BCAA and other supplier's Underwriters
Meets all prescribed sales, business-building and retention targets, and BCAA and AAA/CAA Member experience goals, best practices, standards and Underwriting guidelines

Manages Member/customer accounts and concerns

Updates Member information and insurance policy details in applicable systems
Processes home and travel insurance endorsements and cancellations; where required, process endorsements and cancellations for BCAA Memberships and additional products and services
Where required, issues new and renewal Membership transactions and Member entitlement products such as passport photos, international driving permits, Member maps, tour books and camp guides
Resolves Member concerns by following BCAA's Member resolution standards and meeting BCAA and AAA/CAA Member satisfaction goals

Processes and manages Member/customer documents

Processes payments and follow up on outstanding payments
Issues new and renewal home and travel insurance policies, cancellations and endorsements; where required, issue new, renewal, endorsements and cancellations for BCAA Memberships and additional products and services
Meets all required processing standards for storage, retrieval, confidentiality, accuracy and timeliness

Acquires and maintains industry, product and systems knowledge

Maintains a working knowledge of all BCAA Membership and insurance manuals, best practices, standards, policies and systems
Attends required BCAA and industry training courses
Keeps up-to-date with industry knowledge and competitor's product offerings
Maintains annual insurance licensing requirements

Other duties, as assigned

Minimum Qualifications

Completion of Grade 12
2 current and consecutive years of general insurance experience, with 1 year experience in selling homeowners' insurance
Level 2 insurance license
Demonstrated sales productivity and selling skills, with proven ability to balance customer needs, disciplined risk management and revenue growth
Completion of Autoplan Essentials
Demonstrated multi-tasking skills and proven ability to prioritize activities
Strong interpersonal communication skills
Ability to work within a fast-paced team environment and maintain a high level of professionalism
Proven judgment and decision-making abilities. Must be able to consider costs and benefits of potential products in order to make appropriate recommendations.
Proven critical thinking abilities. Must be able to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
Ability to meet prescribed sales, business-building, retention and customer satisfaction targets and objectives
Strong computer skills with basic knowledge of MS Office Suite Products (Word, Excel, Outlook)

Preferred Qualifications

CAIB certification
Completion of BCAA insurance-related training
Knowledge of applicable BCAA and ICBC systems
Limited history of Errors & Omissions and in good standing with the Insurance Council of BC
Ability to speak alternate languages that would support particular market demographics

About BCAA

About The British Columbia Automobile Association (BCAA) is a mission-driven services organization committed to delivering peace of mind to our Members and customers across B.C. and the Yukon. With over 800,000 Members, BCAA serves 1 in 3 B.C. households. The Association received the 2012, 2013, and 2014 J.D. Power and Associates awards for “Highest Customer Satisfaction among Home Insurance Providers in Western Canada,” and is famous for providing roadside assistance and an array of home, auto and travel insurance products and services. BCAA Members can also benefit from CAA Dollar rewards, savings on BCAA insurance products and exclusive offers at Show Your Card & Save locations throughout the province and internationally.

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