Retail Autoplan & PL Broker - Hastings - Jobs in Burnaby, BC

Job Description

Autoplan & Personal Lines Retail Broker – Job PostingWho 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 about our story.Who You AreWe are looking for knowledgeable Level 1 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 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 at minimum, a Level 1 Insurance Broker licence in British Columbia. Level 2 license preferred or willingness to obtain Level 2¨ At least 2 years’ experience in selling Personal Lines, Autoplan, and travel medical insurance¨ Proficient in MS Office (Word, Excel; Outlook), Policy Center; familiarity with EPIC or TAM an 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¨ Must be willing to work Tuesday to Saturday. Scheduled hours are either 9am to 5pm or 10am to 6pm.What You’ll DoAutoplan¨ 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 fitPersonal Lines¨ Assist walk in, telephone and electronic prospective clients in regards to Personal Lines Insurance and Travel Medical Insurance¨ 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 achieve company goals and develop new business¨ 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¨ Consistently document activities and attach correspondences daily in Park’s broker management system based on established workflowsHow 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¨ Embrace Park’s core values of: Passion, Happiness, Innovation and TeamworkWhat We Offer¨ 37.5 hours per week¨ Competitive compensation and performance-based bonuses¨ 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 – monthly group lunches, anniversary recognition program and other staff eventsWe will invest in you. We will encourage and support your professional and personal development.Quick Apply

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