Service Advisor (Insurance)

  • 2-4 Year
  • Burnaby, Kerrisdale, Nanaimo, Nelson, Prince George, Richmond, SW Marine Dr, Vancouver, Victoria, West Vancouver
  •   Posted On: October 3, 2017
  •   Skills: 
  • Industry: Advisor
  • Qualifications Required: Bachelor's Degree
  • Job Type: Freelance

Job Overview

Roles & Responsibilities

Key Responsibilities Include Sells and upgrades Membership and auto insurance to new and renewing Members

  • Through consultative in-person or over the phone sales, acquires new Membership and Autoplan and private auto insurance sales; where required and with the appropriate qualifications, sells additional BCAA products and services
  • Renews BCAA Memberships and Autoplan and private auto insurance policies by reviewing current coverages and making recommendations; where required and with the appropriate qualifications, renews additional BCAA 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 excellence in customer service including informing Members of Member value and opportunities to save
  • 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
Creates referrals for cross-selling of BCAA products and services to new and renewing Members
  • Creates referrals for Senior Insurance Advisors for cross-selling homeowners’ and travel insurance
  • Creates and follows up on future business leads and upcoming renewals
Manages Member/customer accounts and concerns                    
  • Updates Member information and insurance policy details in applicable systems
  • Processes Membership and Autoplan and private auto insurance endorsements and cancellations; where required, process endorsements and cancellations for additional BCAA products and services
  • Issues new and renewal Membership transactions and Member entitlement products such as Trip Tiks (auto travel route planning), 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, renew and makes changes to Memberships
  • Issues new and renewal Autoplan and private auto insurance policies, cancellations, endorsements, plates and transfers; where required, issue new, renewal, endorsements and cancellations for additional BCAA 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 competitors’ product offerings
  • Maintains annual insurance licensing requirements
Other duties, as assigned    
  • Greeting and administrative duties, when co-workers are absent
Minimum Qualifications
Minimum Qualifications
• Completion of Grade 12
• 2 years’ experience in a sales and service environment
• Level 1 insurance license (or willing to obtain within 3 months of employment)
• Demonstrated sales productivity and customer service skills
• 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 Autoplan Essentials
• 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
Background Check:
  • Must successfully pass a background check, which may include a criminal, credit, and credential check.  

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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