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Title Level II (or I) Licensed Insurance Advisor
Job ID 14I_049
Position Overview
BCAA has been recognized as one of Canada’s 50 Best Employers for 2012

BCAA's Customer Contact Centre has an opening for a Regular Full-Time Level II Licensed Insurance Advisor. As one of BCAA’s Member experience creators, you are an insurance professional who delivers amazing Member experiences, every time.  While working at BCAA’s Customer Contact Centre (CCC), you are a source of positive brand impressions to all BCAA Members.  You create long lasting relationships with our Members by continuously driving revenue growth through consultative selling to support BCAA to be the most trusted organization in British Columbia.


Please note that candidates must have 2 years of insurance sales experience, which includes 1 year of previous Home and Personal lines.   While BCAA’s preference and first consideration will be given to Level II qualified candidates, BCAA welcomes applications from Level I candidates that meet the minimum qualifications (including sales of home insurance) and have an interest in progressing their career to a Level II Insurance Advisor role. 

Key Responsibilities Include

Sells, upgrade and cross-sell BCAA products and services to new and renewing Members

  • Through telephone and/or web-based consultative sales, acquires new membership and personal lines insurance business to meet prescribed sales and retention targets, BCAA and AAA/CAA best practices, standards and Underwriting guidelines
  • Collaborate with BCAA or other supplier’s Underwriters
  • Review product terms and conditions including, but not limited to, coverages, limits and exclusions to limit errors and omissions
  • Create and follow up on future business leads and upcoming renewals
  • Deepen Member relationships through thoroughly reviewing and renewing memberships and insurance policies, cross-selling other BCAA products and services and meeting prescribed BCAA and AAA/CAA Member satisfaction goals

Manage Member accounts and concerns

  • Update Member information and insurance policy details in applicable systems
  • Process insurance endorsements and update coverages
  • Issue new and renewal membership transactions such as memberships, Trip Tiks (auto travel planning), passport photos, international driving permits, Member maps, tour books and camp guides
  • Resolve Member concerns by following BCAA’s Member resolution standards and meeting BCAA and AAA/CAA Member satisfaction goals

Process and manages Member documents

  • Process payments and follow up on outstanding payments
  • Issue new and renewal insurance policies, cancellations, endorsements
  • Issue new, renewing and makes changes to memberships
  • Meet all required processing standards for storage, retrieval, confidentiality accuracy and timeliness
  • Meet all required practices for voice and e-signatures


Acquire and maintain industry, product and systems knowledge

  • Active learning: Keeps up to date with industry knowledge and competitor’s product offerings
  • Maintains a working knowledge of all BCAA membership and personal insurance lines manuals, best practices, standards, policies and systems
  • Attends required BCAA and industry training courses
  • Maintains annual insurance licensing requirements

Minimum Qualifications


  • Completion of Grade 12
  • Insurance Agent Level 2 license



  • 2 current and consecutive years of general insurance experience, with 1 year experience in selling home insurance



  • Demonstrated sales productivity and selling skills
  • Good knowledge of personal lines Insurance products (except Life insurance)
  • Ability to work within a fast paced team environment. Demonstrated multi-tasking skills.
  • Proven judgment and decision making abilities. Must 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 set sales and customer satisfaction targets and objectives
  • Strong written and verbal communication skills
  • Fluent in applicable systems
  • Intermediate knowledge of MS Office Suite Products (Word, Excel, Outlook)
Background Check:
  • Must successfully pass a background check, which may include a criminal, credit, and credential check.
Preferred Qualifications: 
  • Completion of CAIB 1, 2 and 3
  • Limited history of Errors & Omissions. Be in good standing with the Insurance Council of BC
  • Have previous experience working in a call centre environment
Job Status Regular Full Time (RFT)
Date Added 11/5/2013
Branch/ Location Customer Contact Centre (Burnaby)
City Burnaby
State/Province British Columbia [BC]
Compensation & Benefits Overview

At BCAA, we offer competitive compensation packages and excellent career advancement opportunities. To find out more, ask the hiring managers during your interview.



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