surrey bc client advisor Jobs – 147 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
Manager, U.S. Individual Tax
MNP —Surrey, BC
- $84,500–$120,000 a year
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Account Manager, Group Business
Pacific Blue Cross —Burnaby, BC
- $70,000–$80,000 a year
- Temporary
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Disability insurance
- Dental care
Automotive Finance & Wealth Specialist
Westminster Toyota —New Westminster, BC
- From $150,000 a year
- Weekends as needed
- No experience needed
- Presentation skills
- Financial services
Quick apply
Financial Insurance Advisor
Serenia Life Financial —Richmond, BC
- Sales
- Presentation skills
- Financial services
- Flexible schedule
Quick apply
Financial Planning Consultant
CIBC —Burnaby, BC
- $50,000 a year
- Full-time
- Sales
- Presentation skills
- In-person
Manager, Canadian Tax
MNP —Surrey, BC
- $84,500–$120,000 a year
- Quality Control
- Accounting
- Leadership
Assurance Manager
Rise CPA —Coquitlam, BC
- $85,000–$115,000 a year
- Full-time
- Hybrid work
- Bachelor's
- Team management
- Accounting
- Dental care
- Paid time off
Quick apply
11d
Senior Manager, Tax
MNP —Surrey, BC
- $106,000–$175,000 a year
- Quality Control
- Accounting
- Leadership
Estate Planning Specialist
Ventum Financial Corp —Vancouver, BC
- Full-time
- Hybrid work
- Sales
- Presentation skills
- Bachelor's
Quick apply
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

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Insurance Agency Manager
Gold Key Insurance —Surrey, BC
If you have an insurance level 2 license minimum, supervisory experience, and five years of insurance office management experience, you may be exactly what we…
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3d
Lead Planner, Transportation Analytic - FTT
TransLink —Metro Vancouver Regional District, BC
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Bilingual Licensed Insurance Advisor (LLQP)
Optima Communications International Inc. —Whitby, ON
You have a Life and A&S Insurance license. Optima has over 30 years of experience providing insurance products and services to customers of Canada’s leading…
$40,000–$60,000 a year
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Commercial Insurance Specialist
Leading Advisor Inc. —North York, ON
Do you currently hold a valid OTL (Other Than Life) insurance license in Ontario? The structure of the office is such that support staff handle quoting and…
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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

Manager, U.S. Individual Tax

Account Manager, Group Business

Automotive Finance & Wealth Specialist

Financial Insurance Advisor

Financial Planning Consultant

Manager, Canadian Tax

Assurance Manager

Senior Manager, Tax

Estate Planning Specialist

Tax Manager

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