Insurance Services Representative, Level 2 (Permanent, Fulltime)
Integris Credit Union
Job Responsibility:
Integris Insurance Services is growing and is looking for a dynamic and enthusiastic Insurance Representative Level 1 or 2, to join the team at our Prince George River Point Branch!
The ideal candidate is passionate about delivering exceptional customer service, adept at multitasking, and skilled in prioritizing tasks effectively. We're seeking candidates with 2 years of experience in both customer service and the insurance industry, currently holding a Level 2 License. Experience in Auto/ Home/ ICBC and commercial insurance is preferred. Additionally, we welcome candidates new to the insurance industry who are willing to obtain licensing, within 6-months of hire as we're prepared to provide the required training for the right candidate.
Joining Integris means being a part of a dynamic and forward-thinking company that is committed to helping our clients protect their assets and achieve their financial goals. We take pride in our work and are always looking for individuals who share our enthusiasm and motivation
Salary range for a Level 1 Insurance Representative: $23.00 to $28.00 per hour.
Salary range for a Level 2 Insurance Representative: $25.00 to $31.00 per hour
Total Rewards : We provide employees with a comprehensive compensation package beyond the base salary, including:
- Employer paid pension plan.
- Generous paid time off options to foster work-life-family balance
- Extended health & dental benefits
- Time off for Volunteering
- Vision Care
- Short-term and Long-term disability insurance
Main accountabilities include
- Member Servicing : Assist members with insurance needs, process transactions, resolve account errors, balance daily cash, and book appointments as needed. Refer complex issues to the appropriate staff.
- Service & Sales : Identify client needs, provide basic insurance information, cross-sell products, promote credit union services, and meet sales and referral goals.
- Product Knowledge : Manage auto insurance, licensing transactions, ICBC batching, and personal lines tasks, including renewals, endorsements, cancellations, and changes.
- Support & Back-Up : Post payments, order supplies, provide administrative support (e.g., filing, mail, deposits), maintain inventory, and ensure the branch and surroundings are organized.
- Teamwork : Collaborate effectively with colleagues and contribute to a positive team environment.
Technical Knowledge & Application
- ICBC
- Applied Systems
- EPIC
- Basic Word & Excel
Personal & Professional
- CAIB 1 or Fundamental of Insurance
- Level 1 License and Completion of Autoplan Essentials course within 6 months of hire is required
Experience
Preferred- 1 - 3 years: Customer Service
- 1 year(s): Insurance
Licenses & Certifications
Preferred- CAIB 1
Behaviors
Required- Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
- Team Player: Works well as a member of a group
- Enthusiastic: Shows intense and eager enjoyment and interest
Motivations
Required- Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization
- Growth Opportunities: Inspired to perform well by the chance to take on more responsibility
- Entrepreneurial Spirit: Inspired to perform well by an ability to drive new ventures within the business
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