Job Description / Duties

• This position processes basic insurance transaction and auto policies.
• Processes auto and basic insurance transactions under the supervision of a more senior licensed broker.
• Identifies client needs and provides information on basic insurance products such as risk coverage, benefits and other policy features best suited to meet the client's needs; works with clients to manage and reduce their risk.
• Recommends and implements a client’s insurance coverage, premiums and collects payment; promotes Brio/Interlake Insurance products and services.
• Support the achievement of department and organizational goals as well as actively participates in regular staff meetings.
• Maintain open communication and cooperation with other staff to ensure a friendly and efficient work environment. 
• Maintain thorough knowledge of and adhere to credit union policies and procedures on risk management, confidentiality, security and fraud prevention. 

Qualifications / Required Skills

• Level 1 or working towards Level 1 Brokers license
• Demonstrated desire to serve others in a friendly and professional manner 
• Strong interpersonal and communication skills, both verbal and written 
• Attention to detail with high degree of accuracy 
• Ability to work in fast-paced environment and perform well under pressure 
• Ability to prioritize using sound judgment to make timely and effective decisions 
• Knowledge of Brio/Interlake Insurance products and services 
• Ability to follow standardized policies and procedures 
• Knowledge of risk management within the insurance industry 
• Proficient computer skills 

Additional Information

We welcome diversity, value inclusion, and take pride in our vibrant corporate culture. Our team is a reflection of the members we serve and the communities we live in.

Access Credit Union and Brio Insurance welcomes applications from people with disabilities. Applicants may request reasonable accommodation related to the materials or activities used throughout the selection process.

Salary: Starting salary - $38,317

Contact Information

tracey.kursen@accesscu.ca

Employer Profile

We wouldn’t be a top employer without the team we work with!

We value:
• making a difference in the lives of our members and in our communities
• our employees, empowering them with opportunities to learn, advance and excel in an engaging environment
• our culture of innovation to test and implement new ideas challenging the status quo