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BCAA

Service Advisor (Regular Part-Time) - South Surrey Service Location

Location
Surrey, BC
Details
Part Time
21 hours ago
Work at an award-winning top employer! If you are looking for an empowering and progressive place to build your career, then you've landed in the right place at BCAA. With our corporate Head Office in Burnaby and locations around BC, we offer a wide variety of opportunities all across the province. Go the extra mile and share our vision to be the most trusted organization in British Columbia, absolutely famous for doing the right thing.

BCAA has been named one of BC's Top Employers 2020!

What BCAA offers you:
  • It's not in our nature to brag but we are proud of some of our achievements that recognize great employee culture. Some of our latest awards include being named as one of BC's Top Employers 2020, 2019 Platinum level Best Employer by AON and being recognized as a 2018 Outstanding Workplace by YWCA.
  • Our team members get to make a difference in the lives of our Members and their communities every day.
  • We pride ourselves in being open and transparent and in empowering our people to do great work while serving our Members.
  • We enthusiastically support learning and advancement opportunities for our team members.
  • We are an equal opportunity employer that's committed to accessible, inclusive employment.
  • Our Regular Full-Time & Part-Time+ (working 20 hours or more per week) status team members are eligible to participate in our amazing Total Rewards Program which offers: Extended Health and Dental, Vision Care, Life Insurance, RRSP matching with company contribution to your pension, access to Incentive Programs, Team Profit Sharing, Employee & Family Assistance Program and more.
  • Team members at our Home Office also get to use our Shared EV (electric vehicle) Program, have access to our subsidized cafeteria and free fitness centre.


BCAA's South Surrey Service Location is hiring a Regular Part-time Service Advisor. As one of BCAA's Member-facing t eam m embers, the Service Advisor is a n I nsurance P rofessional dedicated to delivering amazing Member experiences through the servicing of BCAA's products and services, with a focus on Membership , Travel and A uto I nsurance products. The Service Advisor is a source of positive brand impressions and builds long -lasting relationships with our Members and helps them derive the maximum value from their Membership through identifying needs for additional BCAA products and services. The Service Advisor collaborates with a team who is passionate about igniting unparalleled Member loyalty that enables BCAA to be the most trusted organization in British Columbia.

Key Responsibilities:

Sells and U pgrade s Membership and A uto I nsurance to N ew and R enewing Members

  • Through consultative in-person or over the phone sales, acquires new BCAA Membership s , Travel Insurance, ICBC and Optional Auto I nsurance sales; w he re required and with the appropriate qualifications , sells additional BCAA products and services

  • Renew s BCAA Memberships , Travel Insurance, ICBC and Optional Auto I nsurance policies by reviewing current coverages and making recommendations ; w he re required and with the appropriate qualifications , renews additional BCAA products and services

  • Reviews product terms and conditions including, but not limited to, coverages, limits and exclusions to limit errors and omissions

  • Deepens Member relationships through excellence in customer service including , informing Members of Member value and opportunities to save

  • Collaborate s with BCAA and other supplier's Underwriters

  • Meets all prescribed sales , business-building and retention targets, BCAA and AAA / CAA Member experience goals, best practices, standards and Underwriting guidelines


Creates R eferrals for C ross-selling of BCAA P roducts and S ervices to N ew and R enewing Members

  • Creates referrals for cross-selling H omeowners' and T ravel I nsurance

  • Creates and follows up on future business leads and upcoming renewals


Manage s Member/ C ustomer A ccounts and C oncerns

  • Update s Member information and insurance policy details in applicable systems

  • Process es Membership , Travel Insurance, ICBC and Optional Auto I nsurance endorsements and cancellations; w he re required, process endorsements and cancellations for additional BCAA products and services

  • I ssue s new and renewal Membership transactions and Member entitlement products such as passport photos, international driving permits, Member maps, tour books and camp guides

  • Resolve s Member concerns by following BCAA's Member resolution standards and meeting BCAA and AAA / CAA Member satisfaction goals


Process es and M anage s Member/ C ustomer D ocuments

  • Process es payments and follow up on outstanding payments

  • Issues new, renew and makes changes to Memberships

  • Issues new and renewal Travel Insurance, ICBC and Optional Auto I nsurance policies, cancellations, end orsements, plates and transfers; where required, issue new, renewal, endorsements and cancellations for additional BCAA products and services

  • Meet s all required processing standards for storage, retrieval, confidentiality , accuracy and timeliness


Acquire s and M aintain s I ndustry, P roduct and S ystems K nowledge

  • Maintains a working knowledge of all BCAA Membership and I nsurance manuals, best practices, standards, policies and systems

  • Attends required BCAA and industry training courses

  • Keeps up-to- date with in dustry knowledge and competitor s ' product offerings

  • Maintains annual I nsurance licensing requirements


Other D uties ; As A ssigned

  • Greeting and administrative duties


Qualifications:

Minimum Qualifications

  • Completion of Grade 12

  • 2 years' experience in a S ales and S ervice environment

  • Level 1 I nsurance license (or willing to obtain within 3 months )

  • Completion of Autoplan Essentials within 3 months from start date in position

  • Demonstrated sales productivity and customer service skills

  • Demonstrated multi-tasking skills and proven ab ility to prioritize activities

  • Strong interpersonal communica tion skills

  • Ability to work within a fast- paced team environment and maintain a high level of professionalism

  • Proven judgment and decision- making abilities . Mu st be able to consider costs and benefits of potential products in order to make appropriate recommendations

  • Proven critical thinking abilities. Must be able to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems

  • Ability to meet prescribed sales, b usiness- building, retention and customer satisfaction targets and objectives

  • Strong computer skills with basic knowledge of MS Office Suite Products (Word, Excel, Outlook)


Preferred Qualifications

  • CAIB certification

  • Completion of Autoplan Essentials

  • Knowledge of applicable BCAA and ICBC systems

  • Limited history of Errors & Omissions and in good standing with the Insurance Council of BC

  • Ability to speak alternate languages that would support particular market demographics


The deadline to apply for this role is August 7, 2020. Any internal applications received after the internal application deadline will be considered with external applications. Please note this is a Grade 5 position.

We aspire to be one of the best places to work for those who value integrity, teamwork and sustainability. Each of us will grow personally and professionally by doing engaging work with inspiring people.

Category
Banking, Finance and Insurance