Job Posting Details

Insurance Advisor (Level II – Personal Lines), Salmon Arm Savings and Credit Union

Location:Salmon Arm, British Columbia
Posting Date:September 6, 2019
Closing Date:until filled
Web Site:www.sascu.com
Competition:HR2019.039
Employment Type:Full-time / Permanent

Reporting to the General Manager, SASCU Insurance, 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:

  • Prepare quotes and sells Personal Lines and Autoplan insurance to both new and existing clients;
  • Demonstrate initiative in identifying client needs and offer solutions to meet those needs, further solidifying the relationship;
  • Provide counsel to repeat, walk-in and phone-in clients regarding Autoplan and other Insurance services;
  • Facilitate and follows-up on referrals to relevant areas of SASCU;
  • Actively seek and identify business opportunities;
  • Maintain knowledge of insurance products and effectively promote them;
  • Accurately post insurance policies and undertake the general administration of invoices, daily deposits, collections, payables and maintenance of general ledger;
  • Provide 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.

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 insurance, banking and financial services. As of December 2018, SASCU is owned by more than 19,000 members with assets of over $770 million under administration.

This is a permanent full time, Monday to Saturday position (flexibility is required).

To apply, please email a cover letter and résumé to us by Friday, September 20, 2019