surrey bc client advisor Jobs – 143 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
Accounting Manager
AppleOne —New Westminster, BC
- $85,000–$105,000 a year
- Microsoft Excel
- Finance
- Bachelor's
Quick apply
Branch Office Administrator
Edward Jones —Delta, BC
- Full-time
- Microsoft Office
- Computer skills
1d
Tax Manager
Rise CPA —Coquitlam, BC
- $95,000–$130,000 a year
- Full-time
- Hybrid work
- Accounting
- QuickBooks
- In-person
- Dental care
- Tuition reimbursement
Quick apply
11d
Client Advisor
Royal Bank of Canada —Surrey, BC
- Part-time
- Sales
1d
Insurance Advisor, Personal Insurance
HUB International —Surrey, BC
- $47,000–$60,000 a year
- Full-time
- Customer service
- Travel
- Up to 25% travel
- Disability insurance
- Paid time off
2d
Client Advisor
Royal Bank of Canada —Coquitlam, BC
- Full-time
- Sales
17h
Banking Advisor
Royal Bank of Canada —Coquitlam, BC
- Full-time
- Sales
17h
Banking Advisor
Royal Bank of Canada —Surrey, BC
- Full-time
- Sales
1d
Insurance Advisor, Personal Insurance
HUB International —Maple Ridge, BC
- $41,000–$55,000 a year
- Full-time
- Sales
- Travel
- Communication skills
- Disability insurance
- Paid time off
17h

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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

Accounting Manager

Branch Office Administrator

Tax Manager

Client Advisor

Insurance Advisor, Personal Insurance

Client Advisor

Banking Advisor

Banking Advisor

Insurance Advisor, Personal Insurance

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