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Position Type :Temporary
Duration : Approximately six (6) months
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 an Insurance Operations Representative so if you’re passionate about efficiently processing renewals, endorsements, new business and invoicing, we would like to hear from you!
What’s the role?
As an Insurance Operations Representative you will efficiently process renewals, endorsements, cancellations, new business and invoicing. This position works closely with offices, various external vendors, and internal stakeholders to ensure all renewals, endorsements, cancellations, and new business are completed in an efficient and accurate manner. The Insurance Operations Representative aids with various system reporting, invoicing and downloads of renewals. The representative will report to the Insurance Solutions, Assistant Manager.
Your duties will include:
- Handle renewals and policy changes with a high degree of accuracy.
- Enter relevant policy and client data into the computer system.
- Amend pre-authorized payment plans for clients.
- Process policy cancellations and request cheques.
- Process policy lapse/renewal instructions.
- Performing all clerical and general insurance office functions.
- Ensuring that all department work meets standards in presentation, quality, and timeliness as directed.
- Maintain established procedures with respect to confidentiality, negotiable items, cash transactions, equipment and surroundings to meet safety, legal and procedural requirements.
- Provides prompt, expert support and information to clients, when required.
- Providing a friendly, courteous, and communicative service while responding immediately and diplomatically to questions and concerns.
- Performing other insurance related duties as assigned.
- Actively promoting the organization in the community in a positive manner.
What are we looking for?
- Secondary school diploma.
- Level 2 licensing preferred.
- Applicable licensing concurrent with position.
- Knowledge of personal lines insurance.
- MS Word and Excel Skills.
- Knowledge and understanding of the insurance system, agency operations, user procedures and workflows.
- Able to provide solid solutions for complex issues.
Ideally, you are a flexible, collaborative team player with:
- Demonstration of a professional manner in speech, conduct, and appearance.
- Excellent interpersonal skills as required in an environment of quality service and cross-selling.
- Ability to operate general office equipment and knowledge of office procedures.
- Ability and incentive to upgrade skills and knowledge.
- A commitment to the Strategic Planning process.
Who are we?
Since first forming in 1946, Coastal Community has grown to become the largest financial services provider based on Vancouver Island. We’re proud of the legacy we’ve built and the things that make us who we are:
- We’re 100% member-owned, with all decisions made locally—right here on Vancouver Island.
- We’re a growing organization with over $4 billion in assets under management. Coastal Community helps improve the financial health of over 100,000 members and clients through our 24 branches, 16 insurance offices, 4 business centres, plus our wide range of online and digital services.
- We believe in making meaningful contributions to the communities we call home. Each year, we give over half a million to community organizations and programs.
At Coastal Community we are dedicated to serving our local community by prioritizing diversity, equality, inclusion, and supporting a sense of belonging for all. We value every individual’s unique experience and perspective. As a result, we empower individuals to achieve their financial goals, enrich lives, and build healthier communities.
Embarking on a journey with Coastal Community means joining an exceptional team, engaging in meaningful work, and enjoying fulfilling experiences along the way. We offer a generous total rewards package and a great work/life balance because we want you to spend your career here. Many people do!
We take pride in offering a comprehensive total rewards package and workplace culture that's second to none. This includes a substantial extended benefits package, an impressive 11.50% Employer-paid RRSP contribution, investments in your education and training, banking perks, and so much more!
The wage ranges provided are based on the Union collective agreement.
Part Time Role Range (Hourly Wage) - $32.03 to $36.09
If this role resonates with your passion and skills, we would love to hear from you.