26 Sep
|
Park Insurance
|
Burnaby
26 Sep
Park Insurance
Burnaby
Who We AreWe are a dynamic independent insurance brokerage providing auto, personal lines and commercial insurance. We operate three locations in Burnaby, BC. Our family roots shine through in our commitment to our employees and our customers. Learn more aboutour story.Who You AreWe are looking for knowledgeable Level 1 or 2 personal lines brokers to work in our retail location on Hastings Street, Burnaby in The Heights. As a Retail CSR, you have excellent communication skills, thrive in a busy and diverse work environment, enjoy pivoting between different tasks, are sales focused and strive to help your clients. You can capably and accurately present facts, choices, and useful advice, verbally and in writing, so that new and existing customers can make a confident and informed decision regarding their insurance needs.Hold a Level 1 Insurance Broker license in British Columbia, Level 2 preferred.At least 2 years experience in selling ICBC insurance, and 1 year Personal Lines experience.Proficient in MS Office (Word, Excel; Outlook), Policy Center; familiarity with EPICan assetAffinity for helping others; enjoy being part of a team; are comfortable workingin a fast-paced, dynamic environmentExcited about contributing each day to the growth of Park Insurance, and your personal developmentWhat You'll DoSalesPromptly follow up on walk in and company provided personal lines insurance leads through a variety of methods; motivated and willing to conduct in-person and telephone salesEvaluate the insurance needs of clients and prospects (ensuring no gaps or lapses in coverage)Regularly follow-up with all prospectsWork with a team to establish and achieve your sales targets and develop new businessWork to grow your department and increase the profitability of the company as a wholeCustomer ServiceDetermine each client's needs, extent of present coverage, and long‐term needs to determine the best insurance products to meet their needsReview applications, renewal requests, and endorsements for accuracy,
ensuring they are compliant with underwriting guidelinesCalculate premiums and rates; apply payments and/or refundsComplete the binding, invoicing, premium collection, and file documentation of assigned accountsProcess cancellations; proactively inquire anddocument reasons for cancellationKeep in touch with policy holders for changes, updates, new options, or problems with their coverageConsistently document activities and attach correspondences daily in Park's broker management systemAutoplanAssist walk in and telephone clients for Auto Plan and Private Auto carriersResponsible for Autoplan renewals, new business, premium collection, cancellations and endorsementsAssistance in ICBC batching and any other duties the Branch Manager sees fitHOW YOU'LL DO ITDevelop and maintain respectful, professional, and friendly working relationships with colleagues, company underwriters and anyone we do business withActively listen to colleagues' suggestions; contribute to team meetingsMentor others using your insurance expertiseUpdate your personal lines insurance knowledge through continuing educationActively support Park's participation in organizational culture, community events and industry eventsEmbrace Park's core values of: Passion, Happiness, Innovation and TeamworkWhat We Offer37.5 hours per week(5 days/week Monday‐Saturday 9‐5 or 10‐6).Competitive compensationPaid vacationComprehensive medical plan (100%); Dental plan (80%), coverages include optometry, physiotherapyHealth and Wellness program; 10 sick days; 2 personal days; 20‐minutes per day for wellness activities such as walking or meditatingLicensing fees are paid 100%; certification upgrades are paid 50% up front and remainder on successful completionEmployee discounts on home and auto insuranceEmployee referral programEducational reimbursement programIn‐house education programs with a focus on personal developmentEmphasis on growth opportunities with opportunities for advancementPositive, empowering, family atmosphereWe will encourage and support your professional and personal development.
📌 Personal Lines Retail Csr - Hastings Branch (Burnaby)
🏢 Park Insurance
📍 Burnaby