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 license.
• 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.