Insurance Services Representative, Level 3 (Permanent, Fulltime)

Integris Insurance Services, a wholly owned subsidiary of Coastal Community Credit Union is looking for an individual to join the Insurance team as an Insurance Representative 3 on a permanent, full-time basis at our McBride branch.

As an Insurance Representative 3, you will demonstrate full confidence, and competence is servicing a wide range of personal lines insurance products. This includes homes, recreational vehicles, marine policies, mobile homes, and farm coverage. Depending on your experience and training, you may also manage loss complex commercial risks such as commercial auto and fleet programs.

This role is suited for experienced professionals who are capable of completing independent risk assessments and managing client portfolios with minimal supervision, except in non-routine situations. You'll be responsible for delivering expert advice, maintaining high service standards, and ensuring compliance with all regulatory and policy requirements. 

Salary Range: $29.00 to $34.00 CAD 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

Key responsibilities:

• Provide exceptional service by processing insurance transactions and addressing member inquiries. 
• Conduct needs assessments and recommends suitable insurance products and coverages. 
• Manage policy renewals, endorsements, cancellations, and licensing transactions including ICBC transactions.
• Apply underwriting guidelines and assess risk, identifying any fraud or security concerns.
• Support administrative tasks when needed such as supply inventory, batching, and basic reporting. 
• Provide guidance and support to the rest of the insurance team, including on-the-job training as required. 

Qualifications:

• Valid Level 2 Insurance License (Level 3 eligible considered an asset).
• Minimum continuing education credits mandatory for licensing
• Familiarity with all aspects of personal lines. Commercial lines knowledge considered an asset. 
• Demonstrates strong knowledge of ICBC and personal lines; commercial exposure considered an asset.
• Excellent communication, organization, and member service skills.
• Comfortable working independently with strong problem-solving abilities. 
• Proficient in insurance software and broker management system. 
• Ability to interact with members clearly and effectively.
• Accuracy in handling financial transactions and member information.

The deadline for this position is: Until filled.

We thank all applicants for their interest in Integris; however, only short-listed candidates will be contacted.