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.

Join us and receive a $1500 signing bonus! Share your potential and launch a rewarding career with SASCU Insurance!

• 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.