INSURANCE BROKER I
Reports to: Manager, Insurance
Every employee must honour the vision, mission and values of Northern Savings Credit Union.
Primary Purpose
The Insurance Broker I (Broker I) is a key position in the insurance office providing insurance solutions that meet our client’s needs to manage and reduce their risk. Supported by a Level I insurance licence, the Broker I processes personal line policies and ICBC Auto-plan.
Key Accountabilities
Customer Service:
- Delivers insurance solutions to new and existing customers.
- Takes ownership of customer issues and complaints, resolving and referring as appropriate.
- Is knowledgeable in all Northern Savings products and services to enable referrals to retail branches, business services, and financial advisory services, including life insurance.
- Presents a professional image to customers and internal customers (other staff).
- Continually markets the benefits of membership to non-members to grow the member base.
- Other duties may be assigned periodically, including issuing of Lloyd’s commercial policies and claims administrative assistance.
Employee Engagement:
- Engages in positive internal customer interactions which support a positive, respectful workplace that promotes team success.
- Collaborates with staff in addressing services issues and customer or member concerns.
- Fosters a culture consistent with the Credit Union’s values and service philosophy.
- Actively participates in team meetings.
- Provides mentorship to other brokers.
Operational Effectiveness:
- Has excellent knowledge of processes and procedures that apply to the Broker I role.
- Identifies process improvements and escalates to supervisor.
- Ensures that all interactions with clients, members and fellow staff are completed in a professional and timely manner.
Risk Management and Financial Health:
- Meets compliance, confidentiality and regulatory requirements and abides by management policy and office procedures.
- Acts within delegation of authority regarding processing of polices.
Minimum Qualifications:
Education:
- High school diploma is a requirement.
- Level I Insurance broker licence.
- Completion of post-secondary education is an asset.
- Completion of sales training is a asset.
- Completion of CUSOURCE and/or CU Training courses related to this position is an asset.
Experience:
- Previous insurance sales and service experience is preferred.
Skills:
- Demonstrated sales skills.
- Expert knowledge of insurance products and services required.
- Ability to prioritize, organize work within time constraints, under pressure and competing priorities.
- Ability to communicate and liaise professionally with members, potential customers, community groups and co-workers while maintaining confidentiality.
- Working knowledge, skills and experience in Microsoft Office.
