surrey bc client advisor Jobs – 146 Openings This Week

Mobile Road Advisor, Auto Insurance
Navacord Insurance Services British Columbia Inc. —Burnaby, BC
- $45,000–$52,000 a year
- Full-time
- Sales
- Customer service
- In-person
Quick apply
Bilingual TRC Service Technician
Holman —Burnaby, BC
- $66,320–$94,510 a year
- Full-time
- ASE Certification
- Microsoft Powerpoint
- Bilingual
- Dental care
- Tuition reimbursement
Quick apply
7d
Corporate Controller - a Dynamic Environment with Great Career Potential!
The Mason Group - Strategic Search Partners —Burnaby, BC
- $150,000–$160,000 a year
- Temporary
- In-person
- Manufacturing
- Communication skills
Quick apply
2d
Financial Controller
Inkeros Inc —Burnaby, BC
- $120,000–$130,000 a year
- Full-time
- Microsoft Outlook
- Finance
- Analysis skills
- Dental care
Quick apply
3d
Bilingual Automotive Service Advisor
Holman —Burnaby, BC
- Full-time
- Remote
- ASE Certification
- Microsoft Powerpoint
- Bilingual
- Dental care
- Tuition reimbursement
Quick apply
7d
Insurance Advisor Life, Health & Wealth
Royal Bank of Canada —Vancouver, BC
- $35,000–$50,000 a year
- Full-time
- Sales
- English
- Business development
- Profit sharing
Branch Office Administrator
Edward Jones —Delta, BC
- Full-time
- Microsoft Office
- Computer skills
17h
Insurance Advisor (Langley, BC) Willowbrook Mall
Westland Insurance Ltd. —Langley, BC
- $22.20–$27.75 an hour
- Full-time
Quick apply
Manager, ease Cloud Accounting Services
MNP LLP —Surrey, BC
- $84,500–$120,000 a year
- Accounting
- QuickBooks
- Business
14d
Senior Insurance Advisor
Westland Insurance Ltd. —Surrey, BC
- $26.60–$33.25 an hour
- Full-time
- In-person
- Communication skills
Quick apply
3d
Commercial Insurance Advisor
Westland Insurance Ltd. —Surrey, BC
- $50,000–$60,000 a year
- Full-time
Quick apply
7d
Account Manager, Commercial
HUB International —Surrey, BC
- $65,000–$95,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Disability insurance
- Paid time off
Manager, Assurance | Facet Advisors
Netchain Technology LLC —Surrey, BC
- $100,000–$120,000 a year
- Remote
- Accounting
- Communication skills
Senior Insurance Advisor – Personal Lines
AMC Insurance —Surrey, BC
- $55,000–$95,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Sales
- Dental care
- Tuition reimbursement
Quick apply
7d
Autobody Estimator / Repair Advisor
No. 1 Collision Group —Richmond, BC
- $65,000–$75,000 a year
- Full-time
- Engineering
- Bachelor's
- Associate's degree
- Profit sharing
- Dental care
Sales Advisor
Gold Haus Auto Group LTD —Richmond, BC
- $60,000–$200,000 a year
- Weekends as needed
- Microsoft Word
- Sales
- Basic math
- Flexible schedule
Quick apply
Insurance Advisor, Personal Lines
HUB International —Burnaby, BC
- $50,000–$55,000 a year
- Full-time
- Customer service
- No travel
- Disability insurance
- Paid time off
Senior Manager, ease Cloud Accounting Services
MNP LLP —Surrey, BC
- $106,000–$175,000 a year
- No university degree
- Accounting
- QuickBooks
11d
Financial Advisor Assistant
Elite Wealth Management —Richmond, BC
- $48,000–$58,000 a year
- Full-time
- Microsoft Excel
- English
- Microsoft Office
- Dental care
Quick apply
6d
Financial Advisor
Royal Bank of Canada —White Rock, BC
- Full-time
- Sales
- Finance
- Financial services
7d

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client advisor jobs near surrey bc

Mobile Road Advisor, Auto Insurance

Navacord Insurance Services British Columbia Inc.
Burnaby, BC

Quick apply

Job details

Full-time
$45,000–$52,000 a year

Qualifications

Mandarin
Sales
Customer service
Cantonese
Insurance sales
Driving Licence
Time management

Full job description

POSITION OVERVIEW

Navacord is seeking a highly motivated Mobile Road Advisor to join our client-focused team. In this role, you will play a crucial part in servicing client insurance needs through in-person visits at dealerships across British Columbia. This position is ideal for individuals passionate about client service, eager to develop into a producer role, and who enjoy the flexibility and variety of working on the road. As a subsidiary of a well-established insurance brokerage experiencing significant growth, we are expanding our team to better serve our clients.

This is an on-site position based at our Vancouver Burrard location. A personal vehicle to travel between dealerships within the service region and the branch is required.

RESPONSIBILITIES:

Client Engagement and Service

Engage with clients to understand their insurance needs, providing expert advice to ensure they receive the most suitable coverage.
Build and maintain strong, trust-based relationships with clients by proactively anticipating their needs and delivering exceptional service.
Offer guidance and assistance to ensure clients have smooth and efficient claims experience.

Insurance Processing & Administration

Process renewals, endorsements, and cancellations for ICBC and optional in-house auto insurance with meticulous attention to detail.
Assess product terms, conditions, coverages, limits, and exclusions, utilizing your expertise to provide clients with tailored insurance solutions.
Utilize in-house CRM systems to maintain accurate client information and insurance policy details, ensuring the highest standards of accuracy and confidentiality.
Provide support to clients throughout the claims process, helping them navigate and resolve any issues that arise.
Continuously develop and sustain a strong working knowledge of ICBC products, private auto insurance manuals, best practices, standards, and systems.
Maintain high processing standards for storage, retrieval, and confidentiality of clients' information, ensuring accuracy and protection.

Business Development and Sales

Meet and exceed sales, business-building, and retention targets, employing strong sales techniques while upholding Navacord’s values and standards.
Identify and pursue new business opportunities by securing expiry dates and cross-selling additional insurance products.
Actively seek out and engage potential clients to expand the client base and contribute to the company's growth objectives.

Travel and Mobility

Travel short distances within a specified region on a daily basis to visit clients at dealerships and other locations as required.
Manage travel schedules efficiently to optimize client visits and service delivery.

Additional duties and responsibilities may be added during the course of employment.

Requirements:

Level 1 Insurance Broker License.
At least 1 year of previous experience in insurance, demonstrating a strong understanding of insurance products and client service.
Valid driver's license in British Columbia and access to a reliable vehicle for travel purposes.
High motivation and excellent time management skills to effectively balance multiple tasks and client visits.
Ability to thrive in a team environment while working independently in the field.
Outstanding client service skills with a focus on building long-term relationships and achieving high client satisfaction.
Strong accountability and problem-solving abilities to address client needs and resolve issues.

Navacord 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.

The salary range for this role is $40,000 to $52,000 per year. Compensation is determined by a combination of factors including a candidate’s experience, job-specific knowledge, and skills. Internal equity to ensure fairness across the organization and region/location is also considered.

Qualified candidates are invited to email their resume and cover letter to: [email protected].

Building The Great Canadian Brokerage

Navacord is one of Canada’s largest and fastest growing multi-line insurance brokers and financial services firms. Navacord is committed to the success of our clients by delivering expert advice in an increasingly complex world which allows them to face the future with confidence.

Job Type: Full-time

Pay: $45,000.00-$52,000.00 per year

Experience:

Auto Insurance: 1 year (required)

Language:

Mandarin (preferred)
Cantonese (preferred)

Licence/Certification:

Level 1 Insurance (required)

Work Location: In person

Quick apply

Refine Your Search

client advisor jobs in surrey bc

Mobile Road Advisor, Auto Insurance

Bilingual TRC Service Technician

Corporate Controller - a Dynamic Environment with Great Career Potential!

Financial Controller

Bilingual Automotive Service Advisor

Insurance Advisor Life, Health & Wealth

Branch Office Administrator

Insurance Advisor (Langley, BC) Willowbrook Mall

Manager, ease Cloud Accounting Services

Senior Insurance Advisor

Commercial Insurance Advisor

Account Manager, Commercial

Manager, Assurance | Facet Advisors

Senior Insurance Advisor – Personal Lines

Autobody Estimator / Repair Advisor

Sales Advisor

Insurance Advisor, Personal Lines

Senior Manager, ease Cloud Accounting Services

Financial Advisor Assistant

Financial Advisor

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