Personal Lines Retail CSR - Hastings Branch (Burnaby)

Personal Lines Retail CSR - Hastings Branch (Burnaby)

01 Oct
|
Park Insurance Agency
|
Burnaby

01 Oct

Park Insurance Agency

Burnaby

Who We Are

We 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 Are

We 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 current and existing customers can make a confident and informed decision regarding their insurance needs.

Hold a Level 1 Insurance Broker license in British Columbia

At least 1 years experience in selling ICBC insurance

Proficient in MS Office (Word, Excel; Outlook), Policy Center; familiarity with EPICan asset

Affinity for helping others; enjoy being part of a team; are comfortable working in a fast-paced, dynamic environment

Excited about contributing each day to the growth of Park Insurance, and your personal development

What You'll Do

Sales

Promptly 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 sales

Evaluate the insurance needs of clients and prospects (ensuring no gaps or lapses in coverage)

Regularly follow-up with all prospects

Work with a team to establish and achieve your sales targets and develop new business

Work to grow your department and increase the profitability of the company as a whole

Customer Service

Determine each client's needs, extent of present coverage, and long-term needs to determine the best insurance products to meet their needs

Review applications, renewal requests, and endorsements for accuracy,



ensuring they are compliant with underwriting guidelines

Calculate premiums and rates; apply payments and/or refunds

Complete the binding, invoicing, premium collection, and file documentation of assigned accounts

Process cancellations; proactively inquire and document reasons for cancellation

Keep in touch with policy holders for changes, updates, new options, or problems with their coverage

Consistently document activities and attach correspondences daily in Park's broker management system

Autoplan

Assist walk in and telephone clients for Auto Plan and Private Auto carriers

Responsible for Autoplan renewals, new business, premium collection, cancellations and endorsements

Assistance in ICBC batching and any other duties the Branch Manager sees fit

HOW YOU'LL DO IT

Develop and maintain respectful, professional, and friendly working relationships with colleagues, company underwriters and anyone we do business with

Actively listen to colleagues' suggestions; contribute to team meetings

Mentor others using your insurance expertise

Update your personal lines insurance knowledge through continuing education

Actively support Park's participation in organizational culture, community events and industry events

Embrace Park's core values of: Passion, Happiness, Innovation and Teamwork

What We Offer

1. 5 hours per week (5 days/week Tuesday-Saturday 9-5 or 10-6).

Competitive compensation

Paid vacation

Comprehensive medical plan (100%); Dental plan (80%), coverages include optometry, physiotherapy

Health and Wellness program; 10 sick days; 2 personal days; 20-minutes per day for wellness activities such as walking or meditating

Licensing fees are paid 100%; certification upgrades are paid 50% up front and remainder on successful completion

Employee discounts on home and auto insurance

Employee referral program

Educational reimbursement program

In-house education programs with a focus on personal development

Emphasis on career growth with opportunities for advancement

Positive, empowering, family atmosphere

We will encourage and support your professional and personal development.

📌 Personal Lines Retail CSR - Hastings Branch (Burnaby)
🏢 Park Insurance Agency
📍 Burnaby

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