Full-Time Senior Insurance Advisor
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 Senior Insurance Advisor to join our Kelowna team.
The Senior Insurance Advisor identifies the insurance needs of clients by selling and processing a full range of auto and personal lines insurance related products(product type is dependent on experience and location demand);identifies sales opportunities for other lines of business within First West and making appropriate referrals. This role may also be required to provide in branch training and/or coaching to more junior employees and sign off contracts and policies for Level 1 licensed Advisors.
Here’s what would be included as a part of your typical day:
- Sales & Service: Identifies the needs of new or existing clients through interviewing and relationship building; gathers information on risk and consults on complex risk cases with the Manager as appropriate; writes new business; sells and processes renewals and midterm changes; generates and signs policies, processes transfers and/or cancellation of previous coverage; collects premiums and processes premium refunds. Ensures transactions and payments are posted and processed accurately; reviews monthly outstanding renewals list and contacts clients to identify renewal options and/or changes in coverage.
- Business Development: Identifies opportunities to actively solicit referrals to other FW lines of business; cross sells all insurance and banking products and services; seeks new business opportunities in client base and prospects potential new clients.
- Financial Management: Arranges for financing, calculates monthly premiums, sets up direct debit where requested and completes finance contract for all types of vehicle and personal lines products where financing is an option; collects all premiums and follows up on overdue accounts.
- Administrative: Completes activity planners monthly and reviews with performance leader; ensures transactions and payments are posted and processed accurately; balances daily cash and prepares materials for batching; prepares binder for key stakeholders; setups and maintains computerized client files; and performs various administrative duties as required.
Required Skills, Experience & Qualifications:
- Two years in a personal insurance sales role
- Level two General Insurance License required (CAIB two and three preferred)
- Two years in a personal insurance sales role
- Technologically adept with Microsoft Office (Word, Excel, and Outlook), ICBC Software, and insurance specific programs
- Ability to prioritize and plan work effectively to meet member and team needs
- Attention to detail, balanced with the need to provide a quality product within strict timeframes
- Demonstrated ability to recognize needs, identify appropriate products and build strong member relationships
- Self-starter with ability to work independently and solve problems using common sense and sound judgment
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!
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.