Insurance Advisor Fleet Services
4 weeks ago
We are seeking a highly skilled Insurance Advisor Fleet Services to join our team at Westland Insurance Group Ltd. in Surrey, BC.
Job Summary:
The Insurance Advisor Fleet Services will represent Westland Insurance Group Ltd. and be part of a specialized team of auto insurance agents in Westland's Fleet department. The role includes certain administrative responsibilities in addition to interacting with internal/external clients over the phone, via email, and in the office.
Key Responsibilities:
- Process ICBC transactions including new submissions, midterm changes, renewals, and new Fleet status quotes.
- Answer the phone and direct calls to Fleet Account Executives or Manager as necessary.
- Service client's needs through email, over the phone, or in the office.
- Help maintain an organized and clean ICBC batch filing system.
- Generate fleet spreadsheets and data entry.
- Deliver transactions and inventory to clients (as licensing allows).
- Assist with Fleet department batching and inventory management.
Requirements:
- Valid level 1 insurance agent license an asset but not required (successful applicants will be required to obtain their level 1 license within probation period)
- 6 months+ as a licensed insurance broker, including ICBC Autoplan, an asset but not required
- Prior experience with ICBC Fleet, Garage and Prorate transactions is an asset, but not required. New hires will receive ample on-the-job training.
- Valid driver's license
What We Offer:
- An open, flexible and welcoming workplace
- Plenty of opportunities to grow and learn
- Autonomy to own your success
- Total rewards program that takes care of your financial, physical, and mental health
- Flexible paid Values Days to celebrate days important to you
- Paid Volunteer Days for employees as part of Amplifying Communities, a program to support causes that matter most to our employees and clients
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