Assistant Commercial Auto Coordinator

Megson FitzPatrick Insurance - Victoria, BC (17 days ago)

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Assistant Commercial Auto Coordinator

We staff and hire the very best. People who are professional, experienced, and genuinely focused on exceeding the needs of our customers. We have a lot of fun and we are committed to being an employer of choice by providing a comprehensive benefit and pension program, a generous time off and education policy including your birthday off and all sorts of great staff celebrations throughout the year. Not to mention our annual ‘Dream’ program that awards one lucky employee with up to $10,000 towards their dream, whatever it may be…

We also happen to sell insurance…..want to work with us?

Megson FitzPatrick is looking for an ambitious, engaging experienced Assistant Commercial Auto Coordinator to join our team. The successful candidate will work on large and small fleets, garage policies and special coverage policies. You will have strong knowledge of commercial auto insurance needs, and rating and coverage requirements for commercial vehicles.

Main Responsibilities:

  • Provide excellent customer service and technical knowledge to our clients in person, on the phone, and through email;
  • Process ICBC and private auto renewals, endorsements, new plate policies and cancellations;
  • Review private auto policy wordings and associated documents for accuracy, completeness; note and correct any errors;
  • Be a good resource, using your knowledge and expertise, for our team members
  • Work with the Coordinator to ensure service levels and client expectations are met/exceeded;
  • Liaise between ICBC and the client to ensure coverage needs are met;
  • Assist in the management of the commercial auto renewal lists;
  • Assist in the management of the Coordinator’s EPIC Homepage;
  • Work with our Broker Management System (EPIC) and follow workflows;
  • All other duties as required.

Location and Status:

Victoria, BC

Permanent full-time employment (37.5 hrs/week)

Hours 8:30am – 5pm

Qualifications:

  • General Insurance level 2 license is considered an asset;
  • CAIB and/or CIP Designation, or on an education plan;
  • 2 years ICBC experience is considered an asset;
  • Fleet / Garage experience is considered an asset;
  • Ability to thrive in a fast paced, challenging work environment;
  • Proficiency with technology including Microsoft Office;
  • Work effectively and efficiently in our Broker Management System;
  • Strong attention to detail;
  • Strong time-management skills;
  • Efficient and always looking to improve processes and procedures;
  • Critical thinker with excellent problem-solving skills;
  • Excellent customer service skills;
  • Reliable;
  • Responsive;
  • Career focused;
  • Self-motivated with strong initiative;
  • Strong organizational skills;
  • Ability to work outside of regular office hours, when required.

Values & Competencies:

  • High degree of professionalism and integrity;
  • Business acumen;
  • Aptitude for sales;
  • Exceptional interpersonal skills;
  • Good judgement and decision-making skills;
  • Ability to work independently and collaboratively;
  • Excellent written and verbal communication skills;
  • Flexible and adaptable with proven problem-solving skills;
  • Demonstrates initiative, self-management and a desire to learn and grow.

Job Type: Full-time

Experience:

  • Autoplan: 3 years (Preferred)

Location:

  • Victoria, BC (Preferred)

Licence:

  • Level 1 General Insurance (Required)