Full-Time Level II Insurance Representative
Position Name
Full-Time Level II Insurance Representative
Position Description
An opportunity for a full-time Level 2 Insurance Representative is available in our Insurance Services division.
The Level 2 Agent provides insurance advisory and sales services to agency clients related to the purchase of insurance products and services and delivers Government ICBC driver services duties, both within and outside of the Insurance Office. Responsibilities include: providing advice and sales on insurance products and services best suited to meet the clients' needs; promotes and cross-sells all general insurance (i.e. commercial and personal insurance products and services); underwriting a variety of insurance policies offered by LCU Insurance Agencies Ltd. including all personal and commercial lines; referring of clients to the Credit Union’s financial services division for related product and service support; building client relationships through service excellence and product knowledge; maintaining renewal files and follow-up with clients regarding plan renewal and review of insurance coverage; set up of payment plans; collection of premiums and maintenance of related records; and the performance of various administrative duties.
Qualifications Required
To meet the requirements of the position, you will have a high school diploma supplemented by basic business-related courses or experience, and completion of CAIB I, II & III and industry related courses to maintain a Level 2 license. A minimum of 4 to 5 years of insurance industry experience, (with a minimum of 3 years as a Level 2 Agent), and considerable knowledge of insurance and motor vehicle licensing procedures, regulations and documentation is also preferred. The ability to perform basic office/clerical activities including the use of Microsoft Word, Excel and Outlook is a must. This position will be required to process offsite transactions in a timely and professional manner.
Your personal attributes include a professional and upbeat attitude, attention to detail, and the ability to deal effectively with client problems or complaints. You are able to develop positive working relationships with others and are dedicated to providing and demonstrating exceptional service to all.
Job Reference Number
001-2020
Closing Date
Open until filled
Job Location
Ladysmith
How to Apply
This position will be available immediately and is a permanent full-time position. If you are interested in this opportunity, please submit a covering letter outlining your qualifications and experience to careers@ldcu.ca.