Serve Broadmead customers with BCAA by recommending insurance and memberships while building trusted relationships through personalized advice.
As a Service Advisor, you will promote BCAA insurance products and services for homes, travel, and vehicles. You will recommend current memberships, travel insurance, ICBC, and optional auto insurance. The position supports progression toward becoming an Insurance Advisor through training, licensing, and product learning.
Key Responsibilities: Greet customers in person and over the phone
Recommend memberships, travel insurance, and auto insurance
Collaborate with Support Teams and Underwriting
Identify cost-saving opportunities for customer needs
Support service quality and sales goals
Requirements: At least two years in sales and service
Level 1 Insurance license or licensing commitment
Completion of Autoplan Essentials or commitment
Limited Errors and Omissions history
Working knowledge of Microsoft Office
Bring customer service, insurance recommendations, and problem-solving skills to BCAA’s Broadmead Service Location.