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18 Jun
2018
Full-Time Assistant Manager, Insurance
Job Description
If you believe in the same things we do, let’s talk.
First West Credit Union is a tight-knit team of smart, friendly, creative, skillful and passionate professionals spread across British Columbia and beyond. We’ve come together because we believe in making a real difference in people’s financial lives. We believe that keeping things simple, showing leadership, and banking cooperatively can change the world for the better.
We are seeking a Assistant Manager, Insurance to join one of our Kelowna locations.
Here’s what would be included as a part of your typical day:
- Leadership: Provides training and coaching to staff on effective relationship building, interviewing and sales skills to achieve branch and personal goals;; ensures branch operations are conducted in a timely and accurate manner; contributes to overall branch administrative and security needs; supports creating and sustaining a work environment that engages staff and supports their success; is the “go to” person for staff to help solve complex problems or client concerns; assists manager with month-end activities; performs overrides; and manages the insurance branch in the absence of the manager.
- Sales and Service: Conducts client interviews to ensure understanding of needs and concerns; sells and processes a full range of personal lines insurance (homeowners’ insurance, renters, mobile home, marine, small commercial etc.); ensures transactions and payments are posted and processed accurately; may provide back-up service to meet clients’ auto insurance needs; and makes financing arrangements.Business Development: Actively participates in external business development activities in conjunction with the manager; identifies opportunities to expand and deepen relationships through provision of additional products and services; makes qualified referrals to other FW lines of business; and seeks new business opportunities in client base and prospects potential new clients.
- Financial Management: Arranges for financing; calculates monthly premiums; completes finance contract for all types of insurance products where financing is an option; collects all premiums and follows up on overdue accounts, as required; reports claims promptly to insurers’ adjusters and conducts follow-up activities with clients to ensure service levels are maintained by the insurer; reports all claims over limits to manager; supports clients if there is loss or damage by referring claims to the centralized claims area and/or compiling information on circumstances surrounding the event
- Sales & Service Strategy: Provides input to the insurance branch sales plan and strategy and shares accountability for the achievement of sales targets.
- Continuous Improvement: Identifies continuous improvement opportunities, providing input in the design of new administrative procedures, technology applications and other processes impacting the branch and trade area’s operation.
- Other duties as assigned by leader.
Required Skills, Experience & Qualifications:
- Level 2 General Insurance License (CAIB 2 and 3 preferred)
- 2 Years experience in a personal
- Technologically adept with Microsoft Office (Word, Excel, and Outlook), ICBC Software, and insurance specific programs
Why work for us?
Our employees give us a lot and we think it’s only right to give something back. We offer a total rewards package that includes:
• A competitive base salary plus performance-based incentive compensation and annual merit pay increases
• Flexible benefits as well as retirement benefits
• Vacation time, a flexible “Day4U”, and the ability to purchase up to 5 additional flex days
• Other financial perks such as waived or reduced financial service fees, reduced rates on personal loans, mortgages, and vehicle leases, and no-interest loans to buy computers or fitness equipment for home use
But most of all, we’re invested in our local communities. Our initiatives are far-reaching with a special focus on raising food, funds and awareness for our local food banks. We volunteer and employees can be provided with paid time off to volunteer their time to assist in serving an organization.
What’s your place in the First West story? Apply now and let’s find out together!
First West regrets that only candidates selected for an interview will be contacted.
Diversity & Inclusion
First West Credit Union is committed to diversity and inclusion. Our goal is to create an inclusive, accessible environment for our candidates and employees that reflects the communities in which operate. If you require an accommodation for the recruitment or interview process (including alternate formats of materials, accessible meeting rooms or other types of accommodation), please let us know and we will work with you to meet your needs.