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16 May 2019

Full-Time Senior Insurance Advisor

First West Credit Union – Posted by FirstWestCU Anywhere

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 Senior Insurance Advisor to join our 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:
  1. 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.
  2. 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.
  3. 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.
  4. Claim Management: Reports all 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. 5. 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.

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

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