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Title Level II Licensed Insurance Advisor
Job ID 14I_192
Position Overview
BCAA's Broadmead Service Location has an opening for a Regular Full-Time Level II Licensed Insurance Advisor.  As one of BCAA’s Member-facing team members, you are an insurance professional who delivers amazing Member experiences, every time.  While working in one of our BCAA service locations, 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.
Key Responsibilities Include Sells, upgrade and cross-sell BCAA products and services to new and renewing Members
  • Through consultative in-person or over the phone sales, acquires new membership and personal lines Insurance business to meet prescribed sales targets, BCAA and AAA/CAA best practices, standards and Underwriting guidelines
  • Collaborate with BCAA or other supplier’s Underwriters
  • Reviews product terms and conditions including, but not limited to, coverages, limits and exclusions to limit errors and omissions
  • Creates and follows up on future business leads and upcoming renewals
  • Deepens 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/customer accounts and concerns
  • Update Member information and insurance policy details in applicable systems
  • Process insurance endorsements and updates 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 manage Member/customer documents
  • Process payments and follow up on outstanding payments
  • Issue new and renewal Insurance policies, cancellations, endorsements, auto insurance plates and transfers
  • Issue new, renewing and makes changes to memberships
  • Meet all required processing standards for storage, retrieval, confidentiality accuracy and timeliness
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
  • Completion of Autoplan Essentials
  • 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.
Job Status Regular Full Time (RFT)
Date Added 2/4/2014
Branch/ Location Broadmead (Victoria)
City Broadmead
State/Province British Columbia [BC]
Pay Class Salary plus Incentive Pay
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. PLEASE NOTE THAT THIS JOB POSTING WILL REMAIN OPEN UNTIL THE POSITION IS FILLED. BEFORE APPLYING FOR A POSITION, CLICK ON THE VIEW JOBS SECTION TO ENSURE THIS POSTING IS ACTIVE. Did You Know: BCAA provides four hours of paid time off through the new BCAA Volunteer Program to help the charity of your choice?

Please Note you will be required to successfully complete background checks, which may include criminal, credit, credential and reference checks for employment with BCAA.

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