Mid Valley (Okanagan) Insurance Agencies Ltd. is a small business in Kelowna, BC V1X 0B5. We are part of InsureBC Group, one of the largest insurance brokerage groups in BC. We have been delivering top-quality insurance expertise and services to our valued customers. As we continue to grow our company and our markets, find out how you can grow your career with us.
Specific Responsibilities Include:
Servicing on-going client needs, advise on insurance matters, conduct needs assessment, recommend solutions, answer inquiries, conduct are calls and process renewals
Sell new policies/writing recent business to existing or new clients, retain existing book of business in an effort to grow book of business
Creative in generating sale leads through current avenues as well as existing resources
Contact Underwriters and Adjusters to discuss guidelines and policy
Prepare documentation for insurers, complete applications for clients, issue insurance certificates, process changes and renew renewals
Keep current on underwriting rules and workflow processes
Actively participate in training initiatives
Participate in community marketing initiatives
Required Skills:
Must possess General Insurance License Level 2
High School and/or Post Secondary Education
Strong customer focus and administration skills
Must be proficient in MS Office tools and have the ability to learn and work within insurance management systems
Demonstrated ability to handle multiple priorities successfully
Must be able to work as part of a team as well as independently in a competitive industry and be committed to superior customer service
A positive and team-focused attitude
The Incentive:
Regardless of your position within our Company, we offer a lucrative commission structure and an attractive benefits package which features a comprehensive extended health plan, vision & dental plan, long-term disability coverage, and a number of other important components designed to provide financial security to you and your family.
Job Type: Full-time
Pay: From $50,000.00 per year
Benefits:
Dental care
Extended health care
Paid time off
Licence/Certification:
General Insurance License (required)
Work Location: In person
📌 Personal Lines And Autoplan Advisor Kelowna
🏢 Mid Valley (Okanagan) Insurance Agencies
📍 Kelowna
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