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6 Sep 2019

Full-Time Personal Lines Broker – Trail, B.C.

Kootenay Insurance Services Ltd. – Posted by Trail, B.C.

Job Description

Under general supervision and consistent with established standards of excellence in customer service, provides the full range of personal/general lines and travel/medical insurance products and services to new customers, and processes renewals and mid-term endorsements including those of a unique, specialized or complex nature. Provides a range of provincial vehicle licensing and insurance services to promote the achievement of branch sales goals and to ensure customer satisfaction. Performs a variety of branch administrative support duties on an as-needed basis.

• Secondary school diploma or equivalent
• Successful completion of Fundamentals of Insurance or one of four other education options or equivalent as recognized by the Insurance Council of BC, resulting in the Level 2 General Insurance Agent Licence
• Completion of ICBC Autoplan Basics for Brokers
• A minimum of two years of experience in the sale of Autoplan products and services within a licenced general insurance company, with some exposure to the features and benefits of personal lines products such as travel/medical
• Candidates must also demonstrate the following:
o Basic personal computer literacy skills including keyboarding
o Familiarity with the Windows operating system, internet access and email applications, and office automation software such as Word
o Knowledge of KIS’ Foundation Statement and philosophy
o Working knowledge of KIS service standards
o Working knowledge of ICBC and personal lines products and services, and associated administrative requirements
o Working knowledge of Kootenay Insurance policies, standards, guidelines and procedures governing vehicle, travel/medical insurance, personal lines products and services and privacy legislation as it affects customer service transactions
o Working knowledge of insurance system applications (such as Agency Manager, Applied Rating, ICBC systems)
o Ability to organize work and meet deadlines within an environment of constantly changing priorities
o Ability to maintain complete client confidentiality
o Ability to communicate effectively within a sales and service environment, both verbally and in writing
o Ability to provide service-oriented solutions to customers, and to establish and build long term relationships with customers
• Candidates will undergo a criminal records check prior to selection and be bondable
• A valid BC Drivers’ licence and access to a licenced motor vehicle in safe operating condition is required for Mobile Roadrunner duties.
Successful applicants are required to meet annual continuing education requirements to maintain their licensing level.

How to Apply

Send your resume to and outline how you meet the posted minimum requirements so that we are fully aware of your qualifications for the position.

Job Categories: Personal Lines. Job Types: Full-Time.

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