Insurance Representative, Level 2 - RC - Union

Together, Let’s Do Great Things!

We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are looking for a Level 2 Insurance Representative, so if you’re passionate about insurance, and helping people protect themselves and their assets we’d like to hear from you.


This position will have hours scheduled between 7:30am to 8:30pm Monday to Saturday.

As per Article 6.1 (c) in the Collective Agreement, “shift work ending after 6:15pm up to and including 8:30pm will be paid a shift premium of five percent 
(5%) above the employee’s regular rate for all hours worked beyond 6:15pm”. Shifts may vary with a combination of daytime and evening work.

What’s the role?

As a Level 2 Insurance Representative, you will effectively cross-sell the services of Coastal Community Insurance Services (2007) Ltd. and Coastal Community Credit Union. You will report to the Agency Manager.

Your duties will include:

•Performing all clerical and general insurance office functions.
•Prospecting, marketing, selling, and processing all products relevant to the  
 general insurance industry, including ICBC transactions.
•Assisting in the development of products, procedures, or services.
•Checking and signing policies for Level 1 Salespersons as required.
•Actively promoting the organization in the community in a positive manner.
•Ensuring that all department work meets standards in presentation, quality, and 
 timeliness as directed.
•Providing a friendly, courteous, and communicative service while responding 
 immediately and diplomatically to questions and concerns.
•Effectively utilizing time out of the office to generate sales.
•Handling Level 1 functions as required.
•Performing other insurance related duties as assigned.

What are we looking for?

•Secondary school diploma.
•Applicable licensing concurrent with position. (Consideration will be given to individuals with 
 a Level 1 license and experience.)
•Advanced knowledge of personal lines insurance.
•Working knowledge of commercial insurance.
•Previous call centre experience is an asset.

Ideally, you are a flexible, collaborative team player with:

•Keyboarding skills of 40 wpm and computer terminology are required, in addition 
 to proficiency with Windows products such as Outlook, Word, and Excel 
•Excellent communication skills and the ability to articulate in a clear, concise 
 manner is required to transfer information and understanding to members.
•Effective listening skills to engage members in conversation to understand and  
 identify their immediate financial needs, and provide resolution through sourcing 
 information, matching an appropriate product/service and/or referring members to 
 the appropriate individual to complete their request.
•The ability to multitask with keyboarding and internet/computer navigation skills 
 for searching on-line client data and product information while simultaneously
 conversing with the member is essential to ensure that members receive excellent 
 Member service.
•Interviewing skills and the ability to ask probing questions are required, as w
 well as having the flexibility to adapt to each request and move between a 
 variety of member concerns/questions/requests.

If you’re an approachable problem solver who embraces self-development and life-long learning, you’ll be a great fit with us.

Who are we?

Coastal Community has been in business over 70 years, and we’re proud of the things that make us who we are:

•We’re 100% member-owned and locally-based—all of Coastal Community’s operations, 
 Board of Directors and employees are based on Vancouver Island and the Gulf 
 Islands, with all decisions made locally.
•We’re a growing organization with over 2.5 billion in Credit Union assets, 
 serving over 100,000 members and clients through our 24 branches, 16 insurance 
 offices and 4 business centres.
•We believe in making meaningful contributions to the communities we call home, 
 and in the last five years alone, we’ve contributed $2.5 million to community 
 partners across our islands.

If you join us you’ll work hard, but have a lot of fun along the way. We offer a generous compensation package and a great work/life balance because we want you to spend your career here. Many people do!

**Posting Deadline: Please submit your application by 11:59 PM PST, November 24, 2020**