POSITION OVERVIEW
At Waypoint, we believe insurance is about protecting what you love, and it's a passion for what our clients love. We're dedicated to providing exceptional experiences that foster lasting relationships. We are seeking a diligent and organized HR Administrative Clerk to join our team. The ideal candidate will be responsible for organizing and maintaining physical and digital files, scanning and uploading documents, and ensuring the strict confidentiality and security of sensitive information. Additionally, the HR Administrative Clerk will assist with general office tasks such as tidying, sorting, and may be required to perform data entry duties. This role will be a full-time temporary contract of one-month with a possibility of extension.
RESPONSIBILITIES:
Organize and sort physical and digital files Scan and upload documents into the appropriate digital databases or systems. Ensure the confidentiality and security of all files and sensitive information. Assist in maintaining a tidy and organized workspace, including filing cabinets and work areas. Assist with data entry tasks as required, ensuring accuracy and efficiency. Retrieve files and documents upon request, both physically and digitally.
REQUIREMENTS:
Excellent attention to detail and accuracy, especially when handling confidential information. Strong organizational skills with the ability to prioritize tasks and manage time effectively. Ability to work independently with minimal supervision and as part of a team. Proficiency in using office equipment such as scanners, printers, and photocopiers. Proven experience in administrative support roles or similar positions is preferred. Additional education or certification in office administration or related field is a plus.
LOCATION:
1681 Chestnut St Vancouver, BC Monday - Friday, 37.5 hours per week
Waypoint is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply
POSITION OVERVIEW
At Waypoint, we believe insurance is about protecting what you love, and it's a passion for what our clients love. We're dedicated to providing exceptional experiences that foster lasting relationships. We are seeking a diligent and organized HR Administrative Clerk to join our team. The ideal candidate will be responsible for organizing and maintaining physical and digital files, scanning and uploading documents, and ensuring the strict confidentiality and security of sensitive information. Additionally, the HR Administrative Clerk will assist with general office tasks such as tidying, sorting, and may be required to perform data entry duties. This role will be a full-time temporary contract of one-month with a possibility of extension.
RESPONSIBILITIES:
· Organize and sort physical and digital files · Scan and upload documents into the appropriate digital databases or systems. · Ensure the confidentiality and security of all files and sensitive information. · Assist in maintaining a tidy and organized workspace, including filing cabinets and work areas. · Assist with data entry tasks as required, ensuring accuracy and efficiency. · Retrieve files and documents upon request, both physically and digitally.
REQUIREMENTS:
· Excellent attention to detail and accuracy, especially when handling confidential information. · Strong organizational skills with the ability to prioritize tasks and manage time effectively. · Ability to work independently with minimal supervision and as part of a team. · Proficiency in using office equipment such as scanners, printers, and photocopiers. · Proven experience in administrative support roles or similar positions is preferred. · Additional education or certification in office administration or related field is a plus.
LOCATION:
#315 1681 Chestnut St Vancouver, BC Monday – Friday, 37.5 hours per week
Waypoint is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply
POSITION OVERVIEW The Account Manager, Commercial Insurance plays a pivotal role within our Commercial Department. This role has a solid understanding of Commercial Insurance products and exceptional customer service skills to create positive client experiences. Within this role there is a client-centric philosophy that has the client at the heart of every decision. The Account Manager, Commercial Insurance role produces high quality, detailed work based on established standards, guidelines and procedures while managing a moderate to high workload all while maintaining a customer-focused mindset. The Account Manager, Commercial Insurance collaborates with the entire Commercial Department to ensure high quality Insurance products.
RESPONSIBILITIES: Renewal Management Review renewal lists to ensure timely completion of pre-renewals. Handle pre-renewals, auto renewals, and remarketing efforts, coordinating with Account Executives and Commercial Technical Administrators for effective renewal strategies.
Policy Management Prepare pre-renewals, process new applications, and issue certificates with support from Commercial Technical Administrators. Create comprehensive market submissions with guidance from Account Executives. Collaborate with underwriting to negotiate rating, terms, and conditions for new business and renewals.
Client Advisory & Relationship Management Provide expert insurance advice and recommend suitable coverage options. Maintain updated knowledge of company risk appetite and binding authorities. Cultivate strong relationships and correspond with commercial insurance underwriters. Attend industry and broker functions to enhance networking and industry awareness. Handle claim submissions and follow-up processes. Assist Account Executives in maintaining customer relations and contacts.
Administration & Deadline Management Collaborate with Account Executives, Commercial Technical Administrators, and fellow Account Managers to ensure seamless teamwork. Organize weekly meetings with Account Executives and/or Commercial Technical Administrators, as needed. Collaborate with other departments and functions as necessary. Ensure consistent adherence to deadlines. Oversee team sales targets, reporting on progress, results, and opportunities. Keep EPIC organized and up to date with relevant correspondence. Serve as an Account Executive for smaller accounts. Provide support to Commercial Technical Administrators and Account Executives as required. Assist with formatting client documents, including letters, proposals, and emails. Generate monthly reports on team new business sales and targets.
Additional duties and responsibilities may be added during the course of employment.
REQUIREMENTS: Level 2 BC Insurance License. Refined interpersonal and communication skills, enabling you to build strong relationships with clients and colleagues, driven by a commitment to delivering exceptional experiences. Excellent written and verbal communication skills, ensuring interactions are clear and concise. Proficient in working within a team environment and managing diverse tasks. Strong organizational skills, attention to detail, and ability to manage workload effectively. Prior experience in Commercial Insurance or related fields is an asset.
Waypoint is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons.
POSITION OVERVIEW The Technical Administrator, Personal Lines, will be responsible for the oversight of the Aged Receivables (AR) for the entire Personal Lines (PL) department. This role involves communicating with various brokers regarding any past due AR and actioning the cancellation for non-payment of those files. The individual will also oversee Personal Lines transacting and audit the transacting of new business done in the prior day. The role requires a high attention to detail and excellent communication skills. Additional duties will be assigned by the Vice President of Personal Lines as needed.
RESPONSIBILITIES: Oversee the Aged Receivables for the entire Personal Lines department. Communicate with brokers regarding past due AR and manage the cancellation process for non-payment. Oversee and audit Personal Lines transacting, including new business transactions from the prior day. Ensure accuracy and compliance in all transactions and communications. Perform additional duties as directed by the Vice President of Personal Lines.
Additional duties and responsibilities may be added during the course of employment.
REQUIREMENTS: High attention to detail. Excellent communication skills, both written and verbal. Ability to manage multiple tasks and prioritize effectively. Experience in a similar role or industry is preferred. Strong organizational and problem-solving skills.
This role requires a proactive individual who can work independently and as part of a team. The Technical Administrator will play a crucial role in maintaining the financial health and operational efficiency of the Personal Lines department.
Waypoint is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.
POSITION OVERVIEW The Account Manager, Commercial Insurance plays a pivotal role within our Commercial Department. This role has a solid understanding of Commercial Insurance products and exceptional customer service skills to create positive client experiences. Within this role there is a client-centric philosophy that has the client at the heart of every decision. The Account Manager, Commercial Insurance role produces high quality, detailed work based on established standards, guidelines and procedures while managing a moderate to high workload all while maintaining a customer-focused mindset. The Account Manager, Commercial Insurance collaborates with the entire Commercial Department to ensure high quality Insurance products.
RESPONSIBILITIES: Renewal Management Review renewal lists to ensure timely completion of pre-renewals. Handle pre-renewals, auto renewals, and remarketing efforts, coordinating with Account Executives and Commercial Technical Administrators for effective renewal strategies.
Policy Management Prepare pre-renewals, process new applications, and issue certificates with support from Commercial Technical Administrators. Create comprehensive market submissions with guidance from Account Executives. Collaborate with underwriting to negotiate rating, terms, and conditions for new business and renewals.
Client Advisory & Relationship Management Provide expert insurance advice and recommend suitable coverage options. Maintain updated knowledge of company risk appetite and binding authorities. Cultivate strong relationships and correspond with commercial insurance underwriters. Attend industry and broker functions to enhance networking and industry awareness. Handle claim submissions and follow-up processes. Assist Account Executives in maintaining customer relations and contacts.
Administration & Deadline Management Collaborate with Account Executives, Commercial Technical Administrators, and fellow Account Managers to ensure seamless teamwork. Organize weekly meetings with Account Executives and/or Commercial Technical Administrators, as needed. Collaborate with other departments and functions as necessary. Ensure consistent adherence to deadlines. Oversee team sales targets, reporting on progress, results, and opportunities. Keep EPIC organized and up to date with relevant correspondence. Serve as an Account Executive for smaller accounts. Provide support to Commercial Technical Administrators and Account Executives as required. Assist with formatting client documents, including letters, proposals, and emails. Generate monthly reports on team new business sales and targets.
Additional duties and responsibilities may be added during the course of employment.
REQUIREMENTS: Level 2 BC Insurance License. Refined interpersonal and communication skills, enabling you to build strong relationships with clients and colleagues, driven by a commitment to delivering exceptional experiences. Excellent written and verbal communication skills, ensuring interactions are clear and concise. Proficient in working within a team environment and managing diverse tasks. Strong organizational skills, attention to detail, and ability to manage workload effectively. Prior experience in Commercial Insurance or related fields is an asset.
Waypoint is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons.
POSITION OVERVIEW As a Technical Administrator, Auto Insurance at Waypoint, you will play a crucial role in the efficient processing and management of ICBC documents and payments. This position requires meticulous attention to detail, strong organizational skills, and the ability to work in a dynamic environment. The successful candidate will contribute to the overall success of our team by ensuring accurate and timely processing of transactions, maintaining inventory, and supporting internal audits.
RESPONSIBILITIES: Collect, sort, and confirm ICBC documents and payments. Accurately enter transaction information into the insurance system. Balance and reconcile transactions and reports to ensure accuracy. Manage bank deposits and withdrawals in a timely manner. Keep track of pending documents, facilitating necessary follow-ups. Efficiently manage ICBC stock and inventory. Assist in internal monthly audits to maintain compliance and accuracy. Potentially contribute to monthly commission reports. Undertake other administrative duties as assigned by the supervisor.
REQUIREMENTS: Knowledge of Microsoft Excel, with the ability to further develop skills in that area. Strong attention to detail and accuracy in processing documents and transactions. Demonstrated sense of accountability and responsibility in handling financial tasks. Excellent communication skills, both verbal and written. Ability to multi-task effectively in a dynamic environment, both independently and collaboratively within a team. Prior experience in a similar role within the insurance industry is considered an asset. Familiarity with ICBC procedures and documentation.
Waypoint is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.
POSITION OVERVIEW As the Road Coordinator at Waypoint, you will play a vital role in ensuring the seamless operation of our mobile insurance services. Your primary responsibility will be to coordinate and manage the team of mobile insurance agents, ensuring that our partner dealership clients receive prompt and efficient service. You will handle service requests, schedule appointments, and oversee the delivery of insurance services, making this role ideal for individuals who thrive in a fast-paced, dynamic environment and possess a strong sense of urgency.
RESPONSIBILITIES:
SERVICE COORDINATION & SCHEDULING · Manage and coordinate insurance service requests from auto dealerships on a daily basis through phone and email. · Assess client needs and schedule insurance service delivery for licensed mobile road agents, ensuring timely and accurate appointments. · Monitor the status of service deliveries to ensure prompt handling and resolution of all service requests.
CLIENT MANAGEMENT · Address and resolve client concerns in a professional and timely manner, maintaining high standards of customer service. · Escalate service issues to management as needed, providing detailed information to facilitate resolution.
INTERNAL COMMUNICATION · Foster positive relationships within the branches, meeting service level standards and collaborating effectively with dealer partners. · Work closely with mobile agents to ensure they are well-informed and prepared for their shifts, including coordinating logistics and schedules.
OPERATIONS & ADMINISTRATION · Perform opening and closing duties for the office, ensuring smooth daily operations. · Ensure the timely completion of daily administrative tasks, including maintaining accurate records and documentation. · Assist with office maintenance tasks, such as ensuring that supplies are stocked and available. Additional duties and responsibilities may be added during the course of employment.
REQUIREMENTS: · Highly organized with excellent prioritization abilities to manage multiple tasks effectively. · Strong problem-solving and decision-making skills, with the ability to address issues swiftly and efficiently. · Exceptional verbal and written communication skills, enabling clear and effective interactions with clients and team members. · Ability to multitask while maintaining a high degree of accuracy and attention to detail. · Strong team player with the ability to work independently and take initiative when needed. · Proficiency in Microsoft Office Suite (Excel, Word, and Outlook), with the ability to utilize these tools for various administrative tasks.
Waypoint is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply
POSITION OVERVIEW The Manager, Marine, Specialty Risk and Travel Insurance will be responsible for overseeing and expanding the brokerage’s portfolio in these specialized lines. This role will manage a team focused on delivering exceptional service to clients in these niche markets while developing and executing programs with insurers and marinas. Additionally, the manager will be tasked with growing the business, enhancing processes, and coaching the team to achieve operational and sales goals.
This role is critical to the continued growth and success of our brokerage in these specialized markets. The Manager of Marine, Specialty Risk, and Travel Insurance will be an integral part of our leadership team, driving innovation, client satisfaction, and business growth in these exciting and evolving sectors.
RESPONSIBILITIES: Team Leadership and Coaching Supervise, mentor and develop a team of professionals focused on marine, specialty risk, and travel insurance. Foster a culture of collaboration, continuous learning and high performance within the team. Provide coaching, performance evaluations and professional development opportunities for staff. Monitor and ensure that team members meet or exceed client service standards and sales goals. Program Development and Partnerships Alongside the VP, Personal Insurance, collaborate with insurers and MGAs to develop and enhance tailored insurance programs for marine, specialty risk and travel sectors. Build strong relationships with marinas, boating clubs, and travel-related organizations to understand their needs and develop customized coverage solutions. Negotiate terms with insurers and service providers to ensure competitive pricing and superior coverage for clients. Regularly review and optimize existing programs to ensure they are aligned with market trends and customer demands. Business Development & Growth Identify opportunities to grow the brokerage’s presence in the marine, specialty risk and travel insurance markets through networking, new business acquisition, and market analysis. Build and maintain relationships with key stakeholders, including clients, insurers, marinas, travel agencies and industry associations. Lead business development efforts by participating in industry events, conducting outreach, and collaborating on marketing initiatives to drive awareness and attract new clients. Develop and implement strategies to increase sales and market share in these specialized sectors. Process Improvement & Efficiency Oversee the implementation of streamlined processes and workflows within the marine, specialty risk and travel insurance lines to ensure efficiency and accuracy. Collaborate with cross-functional teams to improve the customer experience, reduce turnaround times, and enhance overall service delivery. Utilize data analytics and market insights to continuously evaluate the performance of insurance programs and make adjustments as necessary. Additional duties and responsibilities may be added during the course of employment. Client Relations & Service Excellence Ensure exceptional client service by overseeing the end-to-end process from policy issuance to claims management, ensuring all client needs are met. Act as an escalation point for complex client inquiries or issues, providing expert guidance and solutions. Build long-term relationships with key clients in the marine, specialty, and travel sectors, offering ongoing support and identifying cross-sell or upsell opportunities. Compliance & Risk Management Ensure that all programs and processes comply with relevant regulatory requirements and industry standards. Stay updated on changing laws, regulations, and market trends related to marine, specialty, and travel insurance and ensure the brokerage remains compliant. Oversee risk management protocols, ensuring that policies and procedures are in place to mitigate potential risks for both clients and the business. REQUIREMENTS: Bachelor’s Degree in Business, Insurance, or a related field preferred. Industry certifications (e.g., CIC, CISR, CRM) are a plus. Knowledge of marine, specialty risk, and travel insurance products is strongly preferred. 5+ years of experience in the insurance industry, with a strong focus on marine, specialty risk and/or travel insurance. Proven track record of team leadership and business development. Experience working with insurance carriers, marinas, or travel industry partners is highly desirable. In-depth knowledge of insurance products, market trends, and risk management in marine, specialty and travel sectors. Excellent leadership, coaching, and interpersonal skills, with the ability to manage and inspire a team. Strong business acumen with a focus on sales, client retention, and program development. Exceptional negotiation and relationship-building abilities with both internal and external stakeholders. Detail-oriented with strong organizational and time-management skills. Proficient in using industry-specific software, CRM tools and Microsoft Office Suite. Strong leadership and problem-solving skills with the ability to drive results and manage multiple priorities. A proactive, solution-oriented approach to business development and client service. Ability to thrive in a fast-paced environment while maintaining high standards of quality and professionalism. Excellent communication and presentation skills, with the ability to engage and influence stakeholders at all levels.
Waypoint is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons.
POSITION OVERVIEW Are you an energetic, organized, self-starter with a desire to help people? As a leader in the Contact Center, you would be accountable for ensuring the sales team deliver a high level of internal/external customer service. You and the team will be responsible for aiding our clients the renewal of their ICBC auto insurance policy. You will work directly with Contact Center management to ensure that all KPIs are set and achieved, and the team are engaged and performing at a high level. In addition to this, you will look to optimize sales and service levels through automation and continuous improvement all while participating in the day-to-day work. This position requires attention to detail, strong sales skills, organization skills, and the ability to motivate others. You will help lead an exciting upbeat team that contributes to the corporate success by ensuring a relentless focus on auto insurance calls and sales.
RESPONSIBILITIES: Help lead a large team of auto insurance professionals Handling insurance renewals and client contact with the purpose to renew their insurance Oversee and manage the digital technology within the insurance CC department Manage and handle client complaints to ensure a fair and positive outcome Building a team environment to deliver on the established KPIs Organizing and assigning renewal lists to agents for outbound calling Work with the Lease Administration team on the digital client renewal experience and timelines Tracking and monitoring sales to call ratios and call volumes Prioritizing work duties with team members Training and coaching of licensed agents in sales, client contact, ICBC, and processing Build effective Policy and Procedures to mitigate risks and foster consistency within the department Problem solving to address production and processing issues Taking on duties of the Insurance Administration team as required to ensure the work gets done Create a positive work environment for the Insurance Renewal team Complete a daily sales huddle to ensure focus and achievement of revenue and growth targets Other duties as assigned
REQUIREMENTS: Minimum 1-2-year’s experience in the insurance industry High school diploma and Level 2 insurance licence, or is working towards obtaining it Prior supervisory experience is an asset Strong ICBC knowledge and is familiar with how the private auto markets in BC Strong problem-solving skills, leadership, and customer service skills Strong attention to detail Enjoy working with people and coaching others Good communication and multi-tasking skills Ability to critically think and resolve problems Ability to learn new software and process information quickly
Waypoint is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.
POSITION OVERVIEW As the Road Coordinator at Waypoint, you will play a vital role in ensuring the seamless operation of our mobile insurance services. Your primary responsibility will be to coordinate and manage the team of mobile insurance agents, ensuring that our partner dealership clients receive prompt and efficient service. You will handle service requests, schedule appointments, and oversee the delivery of insurance services, making this role ideal for individuals who thrive in a fast-paced, dynamic environment and possess a strong sense of urgency.
RESPONSIBILITIES:
SERVICE COORDINATION & SCHEDULING Manage and coordinate insurance service requests from auto dealerships on a daily basis through phone and email. Assess client needs and schedule insurance service delivery for licensed mobile road agents, ensuring timely and accurate appointments. Monitor the status of service deliveries to ensure prompt handling and resolution of all service requests.
CLIENT MANAGEMENT Address and resolve client concerns in a professional and timely manner, maintaining high standards of customer service. Escalate service issues to management as needed, providing detailed information to facilitate resolution.
INTERNAL COMMUNICATION Foster positive relationships within the branches, meeting service level standards and collaborating effectively with dealer partners. Work closely with mobile agents to ensure they are well-informed and prepared for their shifts, including coordinating logistics and schedules.
OPERATIONS & ADMINISTRATION Perform opening and closing duties for the office, ensuring smooth daily operations. Ensure the timely completion of daily administrative tasks, including maintaining accurate records and documentation. Assist with office maintenance tasks, such as ensuring that supplies are stocked and available. Additional duties and responsibilities may be added during the course of employment.
REQUIREMENTS: Highly organized with excellent prioritization abilities to manage multiple tasks effectively. Strong problem-solving and decision-making skills, with the ability to address issues swiftly and efficiently. Exceptional verbal and written communication skills, enabling clear and effective interactions with clients and team members. Ability to multitask while maintaining a high degree of accuracy and attention to detail. Strong team player with the ability to work independently and take initiative when needed. Proficiency in Microsoft Office Suite (Excel, Word, and Outlook), with the ability to utilize these tools for various administrative tasks.
Waypoint is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply
