Responsibilities:
Sells andUpgrades
BCAAProducts andServices toNew andRenewing Members
Through consultative in-person e sales, acquires newHome, ICBC,Optional Autoand Travel Insurance sales,new BCAA Membership and additional products and services
Renews
HomeICBC,Optional Autoand Travel Medical Insurance policies, BCAA Memberships and additional products and services,by reviewingcurrent coverages and making recommendations
Reviews product terms and conditions including, but not limited to, coverages, limits and exclusions to limit errors and omissions
Deepens Member relationships through cross-selling other BCAA products and services
Creates and follows up on future business leads and upcoming renewals
Collaborateswith BCAAandother supplier’s Underwriters Meetsallprescribed sales, business-buildingand retentiontargets,BCAA andAAA/CAAMember experiencegoals,best practices, standards and Underwriting guidelines
Manages
Member/Customer
Accounts andConcerns Updates Member information andinsurance policy details in applicable systems
Processes endorsements and cancellations forInsurance,BCAA Memberships and additional products and services
Issuesnew and renewal Membership transactions and Member entitlement products such as passport photos, international driving permits, Member maps, tour books and camp guides
Resolves Member concerns by following BCAA’s Member resolution standards and meeting BCAA andAAA/CAAMember satisfaction goals
Processes andManages Member/Customer Documents Processes payments and follow up on outstanding payments
Issues new, renewal, endorsements and cancellations forInsurance policies, BCAA Memberships, and additional products and services
Meetsall required processing standards for storage, retrieval, confidentiality,accuracy and timeliness
Acquiresand Maintains Industry ,Product andSystems Knowledge Maintains a working knowledge of all BCAA Membership andInsurance manuals, best practices, standards, policies and systems
Attends required BCAA and industry training courses
Keeps up-to-date with industry knowledge and competitor’s product offerings
Maintains annual
Insurance licensing requirements
Other
Duties ;asAssigned
Greeting and administrative duties
Relationships:
Reports to:
Assistant
Manager or Manager, Service Location(s)
External:
Members, Insurance Council of BC, Insurance Brokers Association of BC (IBABC),ICBC, BCAA approved suppliers andcommunitybusinessassociates
Other:
Various BCAAManagement, other
Service
Locationteammembers, andteammembers in P&D, Payroll, Marketing, Underwriting
Qualifications:
Minimum Qualifications
Completion of Grade 122 years’ experience in aSales andService environment, including6 monthsof
General
Insurance experience
Level 1
Insurance license, andabilityto obtain Level 2
Insurance license within
12months of employment in this position
Completion ofAutoplan
Essentials, or completionwithin 3 months of employment in this position
Demonstrated sales productivity and selling skills, withprovenability to balancecustomer needs, disciplined risk management and revenue growth
Ability to learn and apply new concepts; open to constructive feedback and willing to adapt based on feedback received
Demonstrated multi-tasking skills and proven ability to prioritize activities
Strong interpersonal communication skills
Ability to work within a fast-paced team environment and maintainahigh level of professionalism
Proven judgment and decision-making abilities.
Must be able to consider costs and benefits of potential products in order to make appropriate recommendations
Proven critical thinking abilities.
Must be able to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
Ability to meetprescribedsales, business-building, retention and customer satisfactiontargets and objectives Strong computer skills with basic knowledge of MS Office Suite Products (Word, Excel, Outlook)
Preferred
Qualifications
Completion of BCAAInsurance-related training, specifically
Home andTravel Insurance Experience selling
Home andTravel Insurance Knowledge of applicable BCAA and ICBC systems
Limited history of Errors & Omissions and in good standing with the Insurance Council of BCAbility to speak alternate languages that would support particular market demographics
