Insurance Brokers Association of BC · 2 weeks ago
Personal Lines Insurance Advisor, Penticton, Main Street
Thompson, NY
Full-time
Onsite
Entry Level
1+ years expJohnston Meier Insurance is one of the largest independently owned insurance brokers in British Columbia, seeking a Personal Lines Advisor for their Cherry Lane Mall location in Penticton. The role involves providing excellent customer service, managing quotes and accounts, and maintaining detailed records in a paperless environment.
EducationInsuranceSocial Assistance
Responsibilities
Provide excellent customer service to our clients
Provide renewal terms and optional quotes when required
Update evaluators when necessary
Provide new quotes on all Personal Lines types of business
Offer additional products to provide Complete Customer Portfolios
Keep detailed notes on our Computer System at all times (Paperless Environment)
Keep abeyances updated and current
Accounts Receivable
Qualification
Required
Level 2 General Insurance Salesperson License
At least one year of Insurance office experience
Strong communication skills to apply to underwriters, customers, and team members
Strong organizational, time management, and interpersonal skills
Good verbal and written communication skills
Strong customer service
Flexible in job duties and/or hours as necessary
Computer skills, including working knowledge of Word & Excel
Preferred
Company Portal knowledge is an asset
Benefits
Extended medical and dental benefits package
RRSP matching
Education and Training
Company
Insurance Brokers Association of BC
Insurance brokers are the best source of general insurance products and services. The members of the Insurance Brokers Association of B.C.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase