Requisition Number 17-0404
Post Date 6/5/2017
Close Date 6/17/2017
Employee Type Regular (Permanent)
Job Category Insurance
Insurance Srvs Rep VIII
Monday - Friday and occasional Saturday shifts
1325 Pemberton Avenue, Squamish BC
With exceptional listening and compassion skills, and the ability to translate Vancity's Good Money™ brand promise to our members, you will bring the ability to provide quality personal and auto insurance advice and efficient service.
The Insurance Srvs Rep VIII reports directly into the Mgr Squamish Insurance.
Key areas of accountability for this role are:
Prepare quotes, provide counsel, and offer personal lines and AutoPlan to both new and existing clients.
Provide referrals through the OnSell system for additional products and services offered by Squamish Savings.
Build the business by cross-selling additional insurance products and services within the agency.
Process (post, match invoices) insurance policies and reconcile insurance company payables according to established standards.
Develop and maintain relationships with the insurance companies in order to optimize the service provided to clients.
Perform moderately complex administrative elements of the work (e.g. investigate transaction errors or discrepancies, prepare daily trust account deposits, NSF payments, and, where applicable, provide motor vehicle registration services) consistent with agreed upon timelines, regulatory requirements and/or established standards.
Here at Vancity, we have a consistent set of expectations for all employees:
Work effectively and with full commitment on the tasks assigned by your manager.
Give your manager your best advice.
Stay within policy.
Manage your ongoing career development at Vancity.
Solid communication and interpersonal skills to serve the members (e.g. respond to inquiries, interpret policies and procedures).
Basic knowledge of the concepts, practices and techniques of the related field.
Solid knowledge of the relevant Vancity policies, procedures, products and services.
Basic knowledge of Vancity products and services offered by the specialist roles.
Basic knowledge of the relevant Vancity policies, procedures, systems and software.
Basic knowledge of insurance underwriting processes.
High School Diploma (General)
Post Secondary Education/Diploma (Related Discipline)
Valid Drivers License
We commit to creating a welcoming, inclusive workplace and to working with people and communities to help them thrive and prosper. Diversity is integral to this commitment. Our diversity allows us to fully understand, connect to, and respond to the needs of our members and communities.
Sound like a good fit? Put your outstanding skills to use with an organization that promotes work-life-balance, accountability-based leadership and member-led innovation that creates community impact. Apply online today!