Represent BCAA through insurance sales and service, helping customers choose coverage while pursuing a Senior Insurance Advisor path. Work from the Kelowna Service Location.

This Insurance Advisor role supports BCAA’s customer experience through policy reviews, recommendations, renewals, and account documentation. You will balance sales and productivity goals with underwriting guidelines and AAA/CAA Member experience goals. The position suits an organized problem solver comfortable with technology, multiple priorities, and customer conversations in person or by phone.

Key Responsibilities:

- Help customers secure and renew insurance policies
- Assess needs and recommend suitable coverage options
- Achieve sales and productivity goals under guidelines
- Manage customer accounts, payments,



and policy documentation
- Increase expertise toward Senior Insurance Advisor within 12 months

Requirements:

- Sales and service experience of at least two years
- General insurance experience including travel and automobile insurance
- Level 1 Insurance license with Level 2 commitment
- Limited Errors and Omissions history and valuable standing
- Comfort using Microsoft Word, Excel, PowerPoint, and Outlook

Use insurance sales, policy servicing, and customer-focused judgment to deliver BCAA experiences and support Members in Kelowna.

📌 BCAA Insurance Sales And Service Advisor (Canada)
🏢 BCAA
📍 Canada