“As a Senior Advisor, I love learning about my clients’ hopes and dreams, and what they are most passionate about. I provide financial advice and a path to help them get there. Seeing them work hard and achieve their goals is the most satisfying accomplishment – when I see their smile and excitement in their eyes, I get excited too! My passion is to provide quality financial advice and show people what their money can do for them. These moments led me to become an Investment Specialist.”
- Amanada Moga, Investment Specialist
"My time as a Senior Advisor at SASCU has given me the opportunity to share my lifelong enthusiasm for investing – and help people get excited about saving! I’ve enjoyed a rapid career path at SASCU, starting as a Service Representative in July of 2020 and quickly progressing to Advisor, Senior Advisor, and most recently to Manager, Member Experience. My managers at SASCU have encouraged me to grow and develop at my own pace. I enjoy the variability in the role (anyone could walk through the door!) and the wonderful relationships I have with my SASCU team members.”
– Kacy Fehr Manager, Member Experience
We're always looking for great people to join our team.
Senior Personal Lines Advisor – Full Time
SASCU Insurance, Salmon Arm
Create your future with SASCU. We invite you to be part of a team where you can feel good about the work you do and the positive impact you will have in the communities we serve in the Shuswap. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)! Add in a comprehensive total rewards program which includes a competitive base salary and variable pay program, plus health and retirement benefits and much more!
As a Senior Personal Lines Advisor at our Salmon Arm branch, you will actively obtain, manage, and maintain a portfolio of personal lines accounts, in particular larger more complex accounts. Additionally, you will provide guidance, direction, and back-up support to other Personal Lines staff as required.
Profile customers to identify current and future needs, provide comprehensive insurance advice, prepare quotes, and actively manage a portfolio of large/complex accounts.
Prepare quotes and sell insurance products and services to new and existing customers.
Review current and prospective customers’ insurance coverage for needs, suitability, and accuracy.
Provide service and prepare all related documentation for personal lines customer requests such as policy changes, additions, deletions, renewals, and/or cancellations and certificates/binders.
Ensure timely collection of accounts receivables per SASCU Insurance service standards.
Respond to emergencies and assist customers with their claims while adhering to the appropriate follow-up procedures, ensuring accurate claims servicing.
Provide and/or coordinate personal lines Insurance team training, support, and guidance on day-to-day activities of personal lines insurance staff as directed by the Branch Manager, Insurance.
Undertake other duties as assigned by the Branch Manager, Insurance to support efficient branch operations and quality service delivery to customers, including participation in community activities, and back up oversight of office as occasionally required.
Must hold a Level 2 General Insurance Agent’s License; CAIB and/or CIP designation preferred
A minimum of five years of progressive personal lines experience
Comprehensive understanding of personal lines insurance, wordings, exclusions, errors & omissions, and familiarity with risk management techniques
Advanced knowledge of personal lines products (including specialized or niche products) services, and regulatory requirements
Proficiency computer skills including Microsoft Office and agency management systems
Have excellent communication and interpersonal skills
Are a team player with demonstrated ability to generate sales and service results, business development, and relationship building
Have a clear understanding of the industry, market conditions, and competition
Possess strong organizational skills, accuracy, and attention to detail
Are committed to continuous learning and self-development
This position is full-time, Monday to Friday. It is an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know! To apply, please email a cover letter and résumé to us at hr@sascu.com.
A bit about SASCU:
SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 19,000 members, 150 staff, and over $1 billion in assets. Learn more at www.sascu.com.
We thank all candidates for their interest, however, only those selected for an interview will be contacted. The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check. Employment offers will be conditional on the candidate providing satisfactory proof of COVID-19 vaccination (vaccination records or receipts issues by the Province), subject only to valid legal or medical exceptions, and complying with all pandemic/epidemic control measures affecting the workplace.
Senior Personal Lines Advisor – Full Time
SASCU Insurance, Salmon Arm
Create your future with SASCU. We invite you to be part of a team where you can feel good about the work you do and the positive impact you will have in the communities we serve in the Shuswap. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)! Add in a comprehensive total rewards program which includes a competitive base salary and variable pay program, plus health and retirement benefits and much more!
As a Senior Personal Lines Advisor at our Salmon Arm branch, you will actively obtain, manage, and maintain a portfolio of personal lines accounts, in particular larger more complex accounts. Additionally, you will provide guidance, direction, and back-up support to other Personal Lines staff as required.
This position is full-time, Monday to Friday. It is an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know! To apply, please email a cover letter and résumé to us at hr@sascu.com.
A bit about SASCU:
SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 19,000 members, 150 staff, and over $1 billion in assets. Learn more at www.sascu.com.
We thank all candidates for their interest, however, only those selected for an interview will be contacted. The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check. Employment offers will be conditional on the candidate providing satisfactory proof of COVID-19 vaccination (vaccination records or receipts issues by the Province), subject only to valid legal or medical exceptions, and complying with all pandemic/epidemic control measures affecting the workplace.
Join our team of over 140 people across our locations in Salmon Arm, Sicamous, Sorrento, and Enderby
Discover how we make a difference that's real, profound, measurable and visible in the community.
We constantly strive to be a part of the fabric of the Shuswap, by serving individuals and the community as a whole.
every step of the way.