Insurance Representative, Level 2 - UnionJob Category: InsuranceRequisition Number: INSUR004764Posted : July 17, 2026Full-TimeOn-siteLocationsShowing 1 locationPort Alberni Insurance AgencyPort Alberni, BC V9Y 8K2, CANDescriptionPosting Deadline: Please submit your application by 11:59 PM PST, July 31, 2026Position Type: PermanentTogether, Let's Do Great Things!We're a financial services co-operative with an expansive reach on Vancouver Island, the Gulf and Discovery islands and North Central BC. Joining us is your chance to work, and do good, locally. We are looking for an Insurance Representative, Level 2, so if you're passionate about insurance, and helping people protect themselves and their assets we'd like to hear from you.What's the role?As an Insurance Representative, Level 2, you will effectively cross-sell the services of Coastal Community Insurance Services (2007) Ltd. and Coastal Community Credit Union. You will report to the Agency Manager.Your duties will include:Performing all clerical and general insurance office functionsProspecting, marketing, selling, and processing all products relevant to the general insurance industry, including ICBC transactionsAssisting in the development of products, procedures, or servicesChecking and signing policies for Level1 Salespersons as requiredActively promoting the organization in the community in a positive mannerEnsuring that all department work meets standards in presentation, quality, and timeliness as directedProviding a friendly, courteous,



and communicative service while responding immediately and diplomatically to questions and concernsEffectively utilizing time out of the office to generate salesHandling Level1 functions as requiredPerforming other insurance related duties as assignedWhat are we looking for?Secondary school diplomaApplicable licensing concurrent with position (considerationwill be given to individuals with a Level 1 license and experience)Advanced knowledge of personal lines insuranceWorking knowledge of commercial insuranceIdeally, you are a flexible, collaborative team player with:Keyboarding skills of 40 wpm and computer terminology are required, in addition to proficiency with Windows products such as Outlook, Word, and Excel applicationsExcellent communication skills and the ability to articulate in a clear, concise manner is required to transfer information and understanding to membersEffective listening skills to engage members in conversation to understand and identify their immediate financial needs, and provide resolution through sourcing information, matching an appropriate product/service and/or referring members to the appropriate individual to complete their requestThe ability to multitask with keyboarding and internet/computer navigation skills for searching on-line client data and product information while simultaneously conversing with the member is essential to ensure that members receive excellent member serviceInterviewing skills and the ability to ask probing questions are required, as well as having the flexibility to adapt to each request and move between a variety of member concerns/questions/requestsIf you're an approachable problem solver who embraces self-development and life-long learning, you'll be a excellent fit with us.Who are we?Established in 1946,



Coastal Community Credit Union puts people's needs first and invests in communities across Vancouver Island, the Discovery and Gulf Islands, and in North Central BC. We're proud of the legacy we've built and the things that make us who we are:We're 100% member-owned, with all decisions made locally—right here in BC.We're a growing organization with $5.6 billion in assets under management.Coastal Community helps improve the financial health of over 110,000 members as well as insurance and wealth clients through our 32 branches, 19 insurance offices, our business centres, plus our wide range of online and digital services.We believe in making meaningful contributions to the communities we call home through grants, education awards, sponsorships, and fundraising.At Coastal Community we are dedicated to serving our local community by prioritizing diversity, equality, inclusion, and supporting a sense of belonging for all. We value every individual's unique experience and perspective. As a result, we empower individuals to achieve their financial goals, enrich lives, and build healthier communities.Embarking on a journey with Coastal Community means joining an exceptional team, engaging in meaningful work, and enjoying fulfilling experiences along the way. We take pride in offering a comprehensive total rewards package and a workplace culture that's second to none. This includes a commitment to work/life balance, a substantial extended benefits package, an impressive 11.75% employer-paid RRSP contribution, investments in your education and training, banking perks, and so much more! Join us and be part of a community that values your growth and success!Full Time Role Range (Annual Salary) - $63,616.32 to $71,672.64The wage ranges provided are based on the Union collective agreement.If this role resonates with your passion and skills, we would love to hear from you.

📌 Insurance Representative, Level 2 - Union (Port Alberni)
🏢 Coastal Community Credit Union
📍 Port Alberni