Full-Time Insurance Advisor (Level II – Personal Lines)
Job Description
Reporting to the SASCU Insurance Supervisor, the Insurance Advisor (Level II) is responsible for providing a high level of service quality to new and repeat clients on a variety of Autoplan and general insurance products and services. The Insurance Advisor demonstrates a sales, service and community focus and is eager to contribute to the growth of the SASCU Insurance team.
The successful candidate will be accountable to:
- Prepares quotes and sells Personal Lines and Autoplan insurance to both new and existing clients;
- Demonstrates initiative in identifying client needs and offers solutions to meet those needs, further solidifying the relationship;
- Provides counsel to repeat, walk-in and phone-in clients regarding Autoplan and other Insurance services;
- Facilitates and follows-up on referrals to relevant areas of SASCU;
- Actively seeks and identifies business opportunities;
- Maintains knowledge of insurance products and effectively promotes them;
- Accurately posts insurance policies and undertakes the general administration of invoices, daily deposits, collections, payables and maintenance of general ledger;
- Provides support to the Insurance team to promote efficient department operations and quality service delivery.
EDUCATION, TRAINING AND EXPERIENCE:
A completed Level I General Insurance Salesperson License; or CAIB 1 equivalent, and be eligible to hold a Level II General Insurance Salesperson License within 6 months of obtaining the position. Preference will be given to candidates with a completed Level II General Insurance Salesperson License; or CAIB 2 equivalent;
Must have a minimum of two years general insurance experience, solid product knowledge of Insurance services and a basic understanding of insurance underwriting processes.
Solid knowledge of Insurance products and services and a basic understanding of insurance underwriting processes.
The ideal candidate will demonstrate the following competencies:
- Knowledgeable and enthusiastic about SASCU;
- Superior communication and customer service skills;
- Strong organizational and time management skills;
- High level of ownership, accountability and initiative;
- Commitment to continuous learning and self-development;
- Acts according to SASCU’s Values, Service Standards and Leadership Competencies.
This position provides an excellent opportunity for a community minded individual to further their career within a successful and growing organization. SASCU is a community-based, financial co-operative, which offers a full range of banking and financial services. As of November 30, 2017, SASCU is owned by 19,269 members with assets of over $695 million under administration.
This is a permanent full time, Monday to Saturday position (flexibility is required).