POSITION OVERVIEWThe 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 CoachingSupervise, 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 & EfficiencyOversee 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: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. As an Automobile Insurance Specialist, you'll join a dynamic team of insurance professionals who are driven by curiosity. Every transaction is an opportunity to make a remarkable first impression, utilizing your expertise to understand our clients' unique needs and tailor comprehensive solutions. By applying your knowledge of insurance, you'll protect what our clients love and cultivate meaningful connections. Success in this role means meeting sales targets while upholding Waypoint's standards and guidelines.RESPONSIBILITIES:· Engage with new and returning clients through consultative in-person or over the phone interactions, driven by a passion for understanding their needs and building trust.· Process renewals, endorsements, and cancellations for ICBC, optional in-house auto insurance demonstrating meticulous attention to detail.· Conduct thorough reviews of clients' current coverages, providing educated recommendations for Waypoint's relevant products and services.· Assess product terms and conditions, including coverages, limits, and exclusions, utilizing your expertise to deliver comprehensive protection.· Meet various sales, business-building, and retention targets, employing strong sales techniques while upholding the values of Waypoint.· Foster a collaborative environment by building positive rapport with colleagues and the public, recognizing the value of teamwork and mutual support.· Utilize our in-house CRM systems to maintain accurate client information and insurance policy details.· Process payments and diligently follow up on outstanding balances, demonstrating a commitment to exceptional customer care.· Uphold high processing standards for storage, retrieval, confidentiality and accuracy, ensuring the utmost protection of clients' information.· Continuously develop and sustain a strong working knowledge of ICBC products, guidelines, as well as private auto insurance manuals, best practices, standards, and systems.· Oversee the distribution of plates, permits, and debit/credit receipts, ensuring meticulous record-keeping and precise accounting.REQUIREMENTS:· Possess refined interpersonal and communication skills, allowing you to connect with clients on a deep level and foster trust, driven by your passion for delivering exceptional experiences.· Demonstrate excellent written and communication skills, ensuring clear and concise interactions.· Exhibit strong computer skills and fluency in Microsoft programs, including Word, Excel, and Outlook.· Previous sales experience is highly valued, highlighting your ability to meet goals and deadlines while delivering outstanding customer service with a resourceful approach.· Show motivation to surpass assigned targets and think critically to problem solve on the spot, fueled by your curiosity and desire to find innovative solutions.· IBABC Licensing is preferred.We are looking for candidates to fill this role in our following office: #3295 West Broadway Vancouver, British Columbia, V6K 2H5Please include the location you are applying for in your application. Thank you!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. As an Automobile Insurance Specialist, you'll join a dynamic team of insurance professionals who are driven by curiosity. Every transaction is an opportunity to make a remarkable first impression, utilizing your expertise to understand our clients' unique needs and tailor comprehensive solutions. By applying your knowledge of insurance, you'll protect what our clients love and cultivate meaningful connections. Success in this role means meeting sales targets while upholding Waypoint's standards and guidelines.RESPONSIBILITIES:· Engage with new and returning clients through consultative in-person or over the phone interactions, driven by a passion for understanding their needs and building trust.· Process renewals, endorsements, and cancellations for ICBC, optional in-house auto insurance demonstrating meticulous attention to detail.· Conduct thorough reviews of clients' current coverages, providing educated recommendations for Waypoint's relevant products and services.· Assess product terms and conditions, including coverages, limits, and exclusions, utilizing your expertise to deliver comprehensive protection.· Meet various sales, business-building, and retention targets, employing strong sales techniques while upholding the values of Waypoint.· Foster a collaborative environment by building positive rapport with colleagues and the public, recognizing the value of teamwork and mutual support.· Utilize our in-house CRM systems to maintain accurate client information and insurance policy details.· Process payments and diligently follow up on outstanding balances, demonstrating a commitment to exceptional customer care.· Uphold high processing standards for storage, retrieval, confidentiality and accuracy, ensuring the utmost protection of clients' information.· Continuously develop and sustain a strong working knowledge of ICBC products, guidelines, as well as private auto insurance manuals, best practices, standards, and systems.· Oversee the distribution of plates, permits, and debit/credit receipts, ensuring meticulous record-keeping and precise accounting.REQUIREMENTS:· Possess refined interpersonal and communication skills, allowing you to connect with clients on a deep level and foster trust, driven by your passion for delivering exceptional experiences.· Demonstrate excellent written and communication skills, ensuring clear and concise interactions.· Exhibit strong computer skills and fluency in Microsoft programs, including Word, Excel, and Outlook.· Previous sales experience is highly valued, highlighting your ability to meet goals and deadlines while delivering outstanding customer service with a resourceful approach.· Show motivation to surpass assigned targets and think critically to problem solve on the spot, fueled by your curiosity and desire to find innovative solutions.· IBABC Licensing is preferred.We are looking for candidates to fill this role in our following office: #3295 West Broadway Vancouver, British Columbia, V6K 2H5Please include the location you are applying for in your application. Thank youWaypoint 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. As an Automobile Insurance Specialist, you'll join a dynamic team of insurance professionals who are driven by curiosity. Every transaction is an opportunity to make a remarkable first impression, utilizing your expertise to understand our clients' unique needs and tailor comprehensive solutions. By applying your knowledge of insurance, you'll protect what our clients love and cultivate meaningful connections. Success in this role means meeting sales targets while upholding Waypoint's standards and guidelines.RESPONSIBILITIES:· Engage with new and returning clients through consultative in-person or over the phone interactions, driven by a passion for understanding their needs and building trust.· Process renewals, endorsements, and cancellations for ICBC, optional in-house auto insurance demonstrating meticulous attention to detail.· Conduct thorough reviews of clients' current coverages, providing educated recommendations for Waypoint's relevant products and services.· Assess product terms and conditions, including coverages, limits, and exclusions, utilizing your expertise to deliver comprehensive protection.· Meet various sales, business-building, and retention targets, employing strong sales techniques while upholding the values of Waypoint.· Foster a collaborative environment by building positive rapport with colleagues and the public, recognizing the value of teamwork and mutual support.· Utilize our in-house CRM systems to maintain accurate client information and insurance policy details.· Process payments and diligently follow up on outstanding balances, demonstrating a commitment to exceptional customer care.· Uphold high processing standards for storage, retrieval, confidentiality and accuracy, ensuring the utmost protection of clients' information.· Continuously develop and sustain a strong working knowledge of ICBC products, guidelines, as well as private auto insurance manuals, best practices, standards, and systems.· Oversee the distribution of plates, permits, and debit/credit receipts, ensuring meticulous record-keeping and precise accounting.REQUIREMENTS:· Possess refined interpersonal and communication skills, allowing you to connect with clients on a deep level and foster trust, driven by your passion for delivering exceptional experiences.· Demonstrate excellent written and communication skills, ensuring clear and concise interactions.· Exhibit strong computer skills and fluency in Microsoft programs, including Word, Excel, and Outlook.· Previous sales experience is highly valued, highlighting your ability to meet goals and deadlines while delivering outstanding customer service with a resourceful approach.· Show motivation to surpass assigned targets and think critically to problem solve on the spot, fueled by your curiosity and desire to find innovative solutions.· IBABC Licensing is preferred.We are looking for candidates to fill this role in our following offices:Victoria: 201-3749 Shelbourne Street Victoria, British Columbia, V8P 5N4Victoria: 9–1594 Fairfield Road Victoria, BC V8S 1G1Sidney: 103-2376 Bevan Avenue, Sidney, BC V8L 4Z9Please include the location you are applying for in your application. Thank youWaypoint 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 OVERVIEWAs 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: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. As an Automobile Insurance Specialist, you'll join a dynamic team of insurance professionals who are driven by curiosity. Every transaction is an opportunity to make a remarkable first impression, utilizing your expertise to understand our clients' unique needs and tailor comprehensive solutions. By applying your knowledge of insurance, you'll protect what our clients love and cultivate meaningful connections. Success in this role means meeting sales targets while upholding Waypoint's standards and guidelines.RESPONSIBILITIES:· Engage with new and returning clients through consultative in-person or over the phone interactions, driven by a passion for understanding their needs and building trust.· Process renewals, endorsements, and cancellations for ICBC, optional in-house auto insurance demonstrating meticulous attention to detail.· Conduct thorough reviews of clients' current coverages, providing educated recommendations for Waypoint's relevant products and services.· Assess product terms and conditions, including coverages, limits, and exclusions, utilizing your expertise to deliver comprehensive protection.· Meet various sales, business-building, and retention targets, employing strong sales techniques while upholding the values of Waypoint.· Foster a collaborative environment by building positive rapport with colleagues and the public, recognizing the value of teamwork and mutual support.· Utilize our in-house CRM systems to maintain accurate client information and insurance policy details.· Process payments and diligently follow up on outstanding balances, demonstrating a commitment to exceptional customer care.· Uphold high processing standards for storage, retrieval, confidentiality and accuracy, ensuring the utmost protection of clients' information.· Continuously develop and sustain a strong working knowledge of ICBC products, guidelines, as well as private auto insurance manuals, best practices, standards, and systems.· Oversee the distribution of plates, permits, and debit/credit receipts, ensuring meticulous record-keeping and precise accounting.REQUIREMENTS:· Possess refined interpersonal and communication skills, allowing you to connect with clients on a deep level and foster trust, driven by your passion for delivering exceptional experiences.· Demonstrate excellent written and communication skills, ensuring clear and concise interactions.· Exhibit strong computer skills and fluency in Microsoft programs, including Word, Excel, and Outlook.· Previous sales experience is highly valued, highlighting your ability to meet goals and deadlines while delivering outstanding customer service with a resourceful approach.· Show motivation to surpass assigned targets and think critically to problem solve on the spot, fueled by your curiosity and desire to find innovative solutions.· IBABC Licensing is preferred.We are looking for candidates to fill this role in our following office: #3295 West Broadway Vancouver, British Columbia, V6K 2H5Please include the location you are applying for in your application. Thank you!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 OVERVIEWThe Advisor, Personal Insurance will drive revenue growth by achieving annual sales targets through effective customer management and service strategies. Responsibilities include analyzing risk factors across various policies, overseeing seamless policy renewals, reviewing product terms, identifying cross-selling opportunities, and maintaining high standards in customer information management. Collaborating with internal departments and external stakeholders, the Advisor, Personal Insurance uphold operational excellence and contribute to continuous improvement.RESPONSIBILITIES:Sales Management Develop a comprehensive understanding of the insurance market landscape, staying ahead of industry trends and product offerings.Assess and analyze risk factors associated with various insurance policies, particularly in areas such as tenant, homeowner, annual travel, owner-occupied RV, and special event policies.Achieves all established retention targets while adhering to Waypoint's standards and underwriting guidelines.Manage and maintain a portfolio of customers, ensuring all policies in-force (PIF) counts meet or exceed designated targets.Customer Service Successfully renews policies by thoroughly reviewing current coverages and providing tailored recommendations based on individual customer needs.Conducts comprehensive reviews of product terms and conditions, including coverages, limits, and exclusions, to minimize errors and omissions.Ensures accurate maintenance of customer information and insurance policy details within relevant systems.Processes endorsements, cancellations, and adjustments for insurance policies and additional products/services.Utilizes active listening and investigative skills to resolve potential challenges with policy renewals.Identifies customer needs, coverage gaps, and cross-selling opportunities to enhance customer protection.Issues renewal documents, endorsements, and cancellations for insurance policies and additional products/services.Manages payment processing and diligently follows up on outstanding payments.Maintains stringent processing standards, ensuring data accuracy, confidentiality, and timeliness.Develops and sustains a comprehensive understanding of insurance manuals, best practices, standards, policies, and systems.Handle non-complex customer requests efficiently, such as issuing policy copies, providing receipts for payments, and processing payment-related inquiries.Provide exceptional customer service to both internal and external stakeholders, addressing inquiries, resolving issues, and offering tailored insurance solutions.Executes renewal market assessments according to Waypoint's policies and customer-specific requirements.Operational Excellence Collaborates effectively with all other departments with Waypoint that are applicable, external stakeholders such as underwriting partners, notary, and lawyers.Assist team members with administrative tasks, including but not limited to binders, updating client information in EPIC and Applied Rating systems, premium finance changes, and managing the PL centralized mailbox.Engage in ongoing training and skill development, ensuring continuous improvement in insurance knowledge and brokerage operations.Support departmental projects to ensure efficiencies.Additional duties and responsibilities may be added during the course of employment.REQUIREMENTS:Minimum of 1 year of Auto Insurance experience.Excellent verbal and written communication abilities, with a knack for asking open-ended questions to gather comprehensive risk information from customers.Proficiency in navigating insurance policy manuals and wordings to accurately assess coverage and risk factors.Strong analytical skills with the ability to solve problems, make informed decisions, and de-escalate situations effectively.Detail-oriented and observant nature for conducting policy reviews and identifying necessary updates that are up to date and compliant.Proven ability to work independently, take initiative, and continuously seek opportunities for personal and professional growth.Adept at building and maintaining positive relationships with customer, colleagues, and external partners.Familiarity with administrative tasks in a brokerage setting, including binder management, application processing, and customer communication.Ability to efficiently manage multiple tasks and prioritize workload to ensure timely completion of responsibilities.Proficiency in using insurance management software such as EPIC and Microsoft Office Suite.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 OVERVIEWAs the Branch Manager at Waypoint, you will play a pivotal role in directing and managing all branch activities to achieve specific goals and targets. Your dedication to exceptional customer service will contribute to increasing Waypoint's brand equity and reputation. Upholding an acceptable rate of return and invest in our company personnel to ensure high retention rates and attract qualified applicants. Additionally, you will prioritize maintaining a healthy cash flow at all times.RESPONSIBILITIESCollaborate with the Regional Manager/Director of Operations to develop processes that optimize client service.Ensure all personnel have a comprehensive understanding of the company's mission, objectives, and common goals.Provide the necessary tools, information, and knowledge to empower personnel to work effectively, serve customers, and uphold company objectives.Develop a deep understanding of the company's clients through phone calls, meetings, and industry events. Address reasonable client requests promptly.Prioritize creating a safe working environment for all branch employees, taking necessary precautions to maintain safety standards. Ensure personnel are familiar with safe working practices and accident procedures.Ensure branch personnel comprehend the overall company objectives and their individual departmental goals, working collaboratively to achieve them. Facilitate resolution of conflicting objectives and encourage respectful communication between departments.Prepare annual, monthly, and weekly plans and ensure clarity regarding each individual's role within these plans. Set achievable goals with deadlines, monitor plan compliance, and track deadline achievement.Collaborate with Human Resources to ensure the recruitment of the most qualified applicants for open positions.Lead by example, adhering to all company procedures and policies.Fulfill supervisory responsibilities in alignment with organizational policies and relevant laws. This includes interviewing, hiring, and training employees; assigning and directing work; conducting performance appraisals; recognizing achievements and addressing concerns.Establish and maintain effective purchasing procedures. All purchases should involve multiple vendor bids in collaboration with several branches to ensure cost-effective prices and economies of scale.Consistently meet deadlines and uphold efficient operational practices.REQUIREMENTSLevel 2 BC Insurance LicensePossess refined interpersonal and communication skills, enabling you to build strong relationships with clients and colleagues, driven by your commitment to delivering exceptional experiences.Exhibit proficiency in working within a team environment and managing diverse tasks.Strong organizational skills, attention to detail, and ability to manage workload effectively.Previous experience in a leadership or management role is advantageous.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. As an Automobile Insurance Specialist, you'll join a dynamic team of insurance professionals who are driven by curiosity. Every transaction is an opportunity to make a remarkable first impression, utilizing your expertise to understand our clients' unique needs and tailor comprehensive solutions. By applying your knowledge of insurance, you'll protect what our clients love and cultivate meaningful connections. Success in this role means meeting sales targets while upholding Waypoint's standards and guidelines.RESPONSIBILITIES:· Engage with new and returning clients through consultative in-person or over the phone interactions, driven by a passion for understanding their needs and building trust.· Process renewals, endorsements, and cancellations for ICBC, optional in-house auto insurance demonstrating meticulous attention to detail.· Conduct thorough reviews of clients' current coverages, providing educated recommendations for Waypoint's relevant products and services.· Assess product terms and conditions, including coverages, limits, and exclusions, utilizing your expertise to deliver comprehensive protection.· Meet various sales, business-building, and retention targets, employing strong sales techniques while upholding the values of Waypoint.· Foster a collaborative environment by building positive rapport with colleagues and the public, recognizing the value of teamwork and mutual support.· Utilize our in-house CRM systems to maintain accurate client information and insurance policy details.· Process payments and diligently follow up on outstanding balances, demonstrating a commitment to exceptional customer care.· Uphold high processing standards for storage, retrieval, confidentiality and accuracy, ensuring the utmost protection of clients' information.· Continuously develop and sustain a strong working knowledge of ICBC products, guidelines, as well as private auto insurance manuals, best practices, standards, and systems.· Oversee the distribution of plates, permits, and debit/credit receipts, ensuring meticulous record-keeping and precise accounting.REQUIREMENTS:· Possess refined interpersonal and communication skills, allowing you to connect with clients on a deep level and foster trust, driven by your passion for delivering exceptional experiences.· Demonstrate excellent written and communication skills, ensuring clear and concise interactions.· Exhibit strong computer skills and fluency in Microsoft programs, including Word, Excel, and Outlook.· Previous sales experience is highly valued, highlighting your ability to meet goals and deadlines while delivering outstanding customer service with a resourceful approach.· Show motivation to surpass assigned targets and think critically to problem solve on the spot, fueled by your curiosity and desire to find innovative solutions.· IBABC Licensing is preferred.We are looking for candidates to fill this role in our following office: #200A -15135, 101 Avenue, Surrey, BC V3R 7Z1Please include the location you are applying for in your application. Thank you!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 OVERVIEWThe Advisor, Personal Insurance will drive revenue growth by achieving annual sales targets through effective customer management and service strategies. Responsibilities include analyzing risk factors across various policies, overseeing seamless policy renewals, reviewing product terms, identifying cross-selling opportunities, and maintaining high standards in customer information management. Collaborating with internal departments and external stakeholders, the Advisor, Personal Insurance uphold operational excellence and contribute to continuous improvement.Please note the ideal candidate for this role will work fully in office or a hybrid model with a minimum of 3 days in branch.RESPONSIBILITIES:SALES MANAGEMENTDevelop a comprehensive understanding of the insurance market landscape, staying ahead of industry trends and product offerings.Assess and analyze risk factors associated with various insurance policies, particularly in areas such as tenant, homeowner, annual travel, owner-occupied RV, and special event policies.Achieves all established retention targets while adhering to Waypoint's standards and underwriting guidelines.Manage and maintain a portfolio of customers, ensuring all policies in-force (PIF) counts meet or exceed designated targets.CUSTOMER EXPERIENCESuccessfully renews policies by thoroughly reviewing current coverages and providing tailored recommendations based on individual customer needs.Conducts comprehensive reviews of product terms and conditions, including coverages, limits, and exclusions, to minimize errors and omissions.Ensures accurate maintenance of customer information and insurance policy details within relevant systems.Processes endorsements, cancellations, and adjustments for insurance policies and additional products/services.Utilizes active listening and investigative skills to resolve potential challenges with policy renewals.Identifies customer needs, coverage gaps, and cross-selling opportunities to enhance customer protection.Issues renewal documents, endorsements, and cancellations for insurance policies and additional products/services.Manages payment processing and diligently follows up on outstanding payments.Maintains stringent processing standards, ensuring data accuracy, confidentiality, and timeliness.Develops and sustains a comprehensive understanding of insurance manuals, best practices, standards, policies, and systems.Handle non-complex customer requests efficiently, such as issuing policy copies, providing receipts for payments, and processing payment-related inquiries.Provide exceptional customer service to both internal and external stakeholders, addressing inquiries, resolving issues, and offering tailored insurance solutions.Executes renewal market assessments according to Waypoint's policies and customer-specific requirements.OPERATIONAL EXCELLENCECollaborates effectively with all other departments with Waypoint that are applicable, external stakeholders such as underwriting partners, notary, and lawyers.Assist team members with administrative tasks, including but not limited to binders, updating client information in EPIC and Applied Rating systems, premium finance changes, and managing the PL centralized mailbox.Engage in ongoing training and skill development, ensuring continuous improvement in insurance knowledge and brokerage operations.Support departmental projects to ensure efficiencies.REQUIREMENTS:Minimum of 1 year of Auto Insurance experience.Excellent verbal and written communication abilities, with a knack for asking open-ended questions to gather comprehensive risk information from customers.Proficiency in navigating insurance policy manuals and wordings to accurately assess coverage and risk factors.Strong analytical skills with the ability to solve problems, make informed decisions, and de-escalate situations effectively.Detail-oriented and observant nature for conducting policy reviews and identifying necessary updates that are up to date and compliant.Proven ability to work independently, take initiative, and continuously seek opportunities for personal and professional growth.Adept at building and maintaining positive relationships with customer, colleagues, and external partners.Familiarity with administrative tasks in a brokerage setting, including binder management, application processing, and customer communication.Ability to efficiently manage multiple tasks and prioritize workload to ensure timely completion of responsibilities.Proficiency in using insurance management software such as EPIC and Microsoft Office Suite.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.
