Job Description

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Personal Lines Insurance Broker

SUMMARY: 

Waypoint Insurance is a provincial insurance provider with the market capacity of a large brokerage while also giving the service and attention of a boutique firm. Through our expertise, we provide custom insurance solutions and risk management services for personal, business and auto needs. We specifically focus on Western Canadian industries, from small retail to large scale manufacturing. There is a wide range of industries we work with, including but not limited to the construction, forestry, manufacturing, marine and real estate sectors.

Through strategic alliances, we offer our clients the best representation across many communities in British Columbia, as well as access to the national insurance market. Waypoint Insurance represents a cross-section of Canada’s most reputable, stable, and competitive insurer. We guarantee our clients quality insurance protection at the most reasonable costs.

We are currently looking for an enthusiastic individual to join our team as a Personal Lines Insurance Broker for our company.

COMPANY OPERATING NAME: Waypoint Insurance

JOB SUMMARY:

The role of the Personal Lines Insurance Broker involves selling various insurance policies such as property and casualty, life, health and liability coverage to individuals and families to protect their personal assets and manage risks. Your primary responsibility is to assess the insurance needs of clients, provide expert advice, and assist them in selecting appropriate insurance coverage for their specific requirements. Your expertise and guidance will help clients make informed decisions, secure appropriate policies, and navigate the complexities of the insurance market.

JOB TITLE: Personal Lines Insurance Broker

NUMBER OF POSITIONS: 1

JOB DESCRIPTION AND DUTIES:

• Through consultative in-person or over the phone sales, acquires new personal insurance products, including but not limited to, travel insurance, marine, ICBC, optional auto insurance and additional products and services for clients.
• Create and present client insurance coverage summaries, calculate premiums and payment procedures.
• Renews policies by reviewing current coverages and making recommendations.
• Reviews product terms and conditions including, but not limited to, coverages, limits and exclusions to limit errors and omissions.
• Creates and follows up on future business leads and upcoming renewals.
• Collaborates with Waypoint PL Support team and other supplier’s, including insurer partners.
• Advise and inform clients and potential clients about our insurance services and products.
• Meets all provided sales, business-building and retention targets, Waypoint standards and underwriting guidelines.
• Updates client information and insurance policy details in applicable systems.
• Processes endorsements and cancellations for insurance, and additional products and services.
• Thorough active listening and investigative skills resolves potential problem renewals.
• Remarket renewals as per Waypoint policies and client needs.
• Processes payments and follow-up on outstanding payments.
• Issues new, renewal, endorsements and cancellations for insurance policies, and additional products and services.
• Meets all required processing standards for storage, retrieval, confidentiality, accuracy and timeliness.
• Maintains a working knowledge of all insurance manuals, best practices, standards, policies and systems.
• Complete all required forms and documentation with accuracy
• Provides guidance on eligibility and ensure policy requirements are met
• Other related duties as required.

TERMS OF EMPLOYMENT: Permanent Full-time, Long-term.  

WAGES: $28.90 per hour

HOURS OF WORK: 37.5 hours per week  

OVERTIME: One and one-half times the regular wage rate as per provincial regulations.

BENEFITS PACKAGE:

• Insurance from Workplace Safety and Insurance Board covered by the employer.
• Vacation pay as per provincial regulations will be paid each payday on a semi-monthly basis.

Location of Work: #1-7053 Market Street, Port Hardy, BC V0N 2P0

Possibility of working remotely anywhere within British Columbia.

Anticipated Start Date of Employment: As soon as possible

EDUCATION, EXPERIENCE AND LANGUAGE REQUIREMENTS:

• Completion of Secondary School is required
• Valid Insurance Agent/Broker license – Level 1 or higher
• One year of related experience
• Able to communicate in English
• Strong oral and written communication skills

WORKING CONDITIONS AND OTHER REQUIREMENTS: 

• Tight deadlines
• Work under pressure
• Accuracy and attention to detail
• Work effectively independently as well as part of a team

Preference is given to applicants who are Canadian citizens, Canadian Permanent Residents, New Immigrants, Indigenous Persons / Aboriginals, Visible Minorities and Vulnerable Youth. If interested in this position, please apply by email at waypointinsurancecanada@gmail.com or by mail to #1-7053 Market Street, Port Hardy, BC V0N 2P0 with a resume and cover letter.

We thank all applicants for their interest in the position; however, only those selected for interviews will be contacted.