Insurance Representative, Level 1 - Union

**Posting Deadline: Please submit your application by 11:59 PM PST, September 17, 2026** Position Type: Permanent Together, Let’s Do Great Things! We're a financial services co-operative with an expansive reach on Vancouver Island, the Gulf and Discovery islands and North Central BC. Joining us is your chance to work, and do good, locally. We are looking for an Insurance Representative, Level 1, so if you’re passionate about insurance, and helping people protect themselves and their assets we’d like to hear from you. What’s the role? As an Insurance Representative, Level 1, you will effectively cross-sell the services of Coastal Community Insurance Services (2007) Ltd. and Coastal Community Credit Union. You will report to the Agency Manager. Your duties will include: * Organizing, controlling and distributing all batching, inventory, stock reconciliations, banking and all other ICBC agency functions * Performing all clerical and general insurance office functions * Actively training and/or assisting in ICBC and general insurance transactions with the responsibility to train others from time to time in ICBC functions * Performing other insurance related duties as assigned * Actively promoting the organization in the community in a positive manner * Ensuring that all department work meets standards in presentation, quality and timeliness as directed * Providing a friendly, courteous and communicative service while responding immediately and diplomatically to questions and concerns * Performing other insurance related duties as assigned. What are we looking for? * Secondary school diploma. * Applicable licensing concurrent with position of Level 1. * Should a Level II license be required, must be prepared to obtain required license within 24 months as directed by the Insurance Manager Ideally, you are a flexible, collaborative team player with: * Demonstration of a professional manner in speech, conduct, and appearance. * Excellent interpersonal skills as required in an environment of quality service and cross-selling. * A practical knowledge of ICBC related computer skills and understanding of the operation of a PC. * Ability to operate general office equipment and knowledge of office procedures. * Ability and incentive to upgrade skills and knowledge. * A commitment to the Strategic Planning process. If you’re an approachable problem solver who embraces self-development and life-long learning, you’ll be a great fit with us. Who are we? Established in 1946, Coastal Community Credit Union puts people's needs first and invests in communities across Vancouver Island, the Discovery and Gulf Islands, and in North Central BC. We’re proud of the legacy we’ve built and the things that make us who we are: * We’re 100% member-owned, with all decisions made locally—right here in BC. * We’re a growing organization with $5.6 billion in assets under management. * Coastal Community helps improve the financial health of over 110,000 members as well as insurance and wealth clients through our 32 branches, 19 insurance offices, our business centres, plus our wide range of online and digital services. * We believe in making meaningful contributions to the communities we call home through grants, education awards, sponsorships, and fundraising. At Coastal Community we are dedicated to serving our local community by prioritizing diversity, equality, inclusion, and supporting a sense of belonging for all. We value every individual’s unique experience and perspective. As a result, we empower individuals to achieve their financial goals, enrich lives, and build healthier communities. Embarking on a journey with Coastal Community means joining an exceptional team, engaging in meaningful work, and enjoying fulfilling experiences along the way. We take pride in offering a comprehensive total rewards package and a workplace culture that’s second to none. This includes a commitment to work/life balance, a substantial extended benefits package, an impressive 11.75% employer-paid RRSP contribution, investments in your education and training, banking perks, and so much more! Join us and be part of a community that values your growth and success! Full Time Role Range (Annual Salary) - $56,333.52 to $62,605.80 The wage ranges provided are based on the Union collective agreement. If this role resonates with your passion and skills, we would love to hear from you.

The Insurance Representative will manage daily agency functions including ICBC transactions, inventory, and stock reconciliations while providing high-quality customer service. They are also responsible for cross-selling financial services and promoting the organization within the community.

Candidates must hold a secondary school diploma and possess a Level 1 insurance license. Strong interpersonal skills, proficiency with office equipment, and a commitment to professional development are required.

• Extended benefits package • Employer-paid RRSP contribution • Education and training support • Banking perks • Work/life balance

• Service à la clientèleSouhaitée
• Résolution de problèmesSouhaitée
• interpersonal skillsSouhaitée
• CommunicationSouhaitée
• Gestion des stocksSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Insurance
• ICBC transactions
• Cross-selling
• Customer service
• Inventory management
• Stock reconciliation
• Clerical functions
• Communication
• Problem solving
• Interpersonal skills
• Computer literacy
• Office equipment operation
• Office Equipment
• Cross-Selling
• Professionalism
• Self Development
• Management
• Strategic Planning
• Clerical Works
• Computer Literacy
• Fundraising
• Cooperation
• Financial Services
• General Insurance
• Interpersonal Communications
• Problem Solving
• Lifelong Learning
• Office Procedures

• Finance & Accounting
• Customer Service & Support
• Administrative
• Insurance Representative
• Financial Services Representative
• Technical and Medical Sales Professionals (excluding ICT)
• Securities, Commodities, and Financial Services Sales Agents

Formation minimale

Études secondaires

Expérience minimale

0+ ans

Langue de l’offre

anglais

Heures de travail

40 heures par semaine