Life and Career

When you work at Cascadia Credit Union, you become part of a team that cares about you and the communities we serve. We’re passionate about making a real difference in our members’ lives while creating a supportive, welcoming workplace where you can learn, grow, and build a meaningful career. Cascadia is where you can belong, succeed, and help shape a brighter future for our communities.

Why Join Cascadia?

At Cascadia Credit Union, we back up our values with real support for our employees. Along with meaningful work in a community-focused organization, you’ll enjoy a comprehensive perks package and programs that support your well-being, career growth, and life outside of work.

- Group health benefits plan
- Flexible health spending account
- Employee banking package
- Variable work weeks (every second Friday off)

Commercial Lines Representative - Revelstoke (Full Time) Job location: Revelstoke Branch | In person

Schedule: Full Time, with variable work weeks (every second Friday off)

How to apply: email resume and cover letter to [email protected]

About the Position

The Commercial Lines Representative is an expert advisor responsible for managing a portfolio of commercial clients, delivering professional and responsive service that includes acquiring, maintaining, and expanding business relationships. This role includes preparing and marketing new business submissions, managing policy documents, performing administrative duties to enhance team efficiency, and developing and maintaining strong relationships with both clients and insurance underwriters. The Commercial Lines Representative serves as a key point of contact for clients,



ensuring their commercial insurance needs are met, fostering long-term partnerships, and supporting the overall growth and professionalism of the brokerage.

Key Duties and Responsibilities

- Assess and review clients’ personal insurance needs and recommend appropriate insurance products based on risk and coverage requirements.
- Develops commercial insurance book through the application of networking, and referrals with a focus on generating new sales
- Retaining existing book of business by negotiating terms, pricing, and coverage with insurers to achieve the best outcomes for clients.
- Responsible for the renewals of policies that are assigned to their existing book of business
- Respond to new business inquiries though the preparation of accurate quotes.
- Identify opportunities to cross-sell additional coverages to ensure comprehensive protection.
- Manage accounts receivable, including tracking outstanding balances and ensuring timely collection.
- Focus on pursuing exceptional customer service standards which includes but is not limited to: Responding to client inquiries by phone, email, or in person.
- Handle policy changes (e.g., address updates, adding coverages, underwriting updates).
- Assist clients with billing questions, documentation requests, and proof of insurance.




- Track and record claims while being available to support clients through the claims process when a loss occurs as needed.
- Adhere to regulations set out by the Insurance Council and stay up to date with changes to regulations or guidelines issued through the Council.
- Follow process and procedure outlined by RCU Insurance Services Ltd.
- Maintain accurate and complete records in the brokerage management system.
- Maintains appropriate licensing requirements through ongoing Continuing Education (CE) credits.
- Collaborate with team members to meet departmental and brokerage goals.
- Assist colleagues with workflows and provide support to all departments when needed.

Qualifications

- Secondary School Diploma
- Minimum one year in related job experience (financial, retail or hospitality industries)
- Combined experience and post-secondary education in the areas that are directly related to industry will be considered
- Successful completion of in-house training and CCUA courses as required, within establish timelines

Education Requirements

There are four education options available to applicants as follows. The results from successful completion of any of these options are considered valid for a period of one year from completion date. If applicants wait longer than one year to obtain a license, they will be required to rewrite the exam(s).

- Fundamentals of Insurance and CAIB 2 and 3 - available through IBABC; OR
- CAIB 1, 2 and 3 - available through IBABC; OR
- Insurance Institute Courses C11, C130 and C131; OR
- Insurance Institute General Insurance Essentials Program (Parts 1 and 2), C130 and C131.

📌 Commercial Lines Representative - Revelstoke (Full Time)
🏢 Cascadia Credit Union
📍 Revelstoke