Autoplan Advisor - North Shore

Autoplan Advisor
West Vancouver | In-Office | Full-Time

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About Our Client

Our client is a well-established leader in the insurance industry, known for providing exceptional personalized service to clients across British Columbia. With decades of trusted presence on the North Shore, they’ve built a strong reputation grounded in integrity, customer focus, and community involvement. As a forward-thinking and community-driven organization, they have consistently embraced innovation while maintaining the warmth and reliability of a boutique agency.

Their commitment to developing long-term client relationships and empowering their team members to grow makes this an ideal opportunity for professionals looking to build a meaningful career. This role offers the chance to be part of a collaborative and supportive environment where your contributions have a direct impact—not only on the client experience but on the continued success of the organization.

If you're passionate about customer service, enjoy working in a fast-paced environment, and want to be part of a respected local business that truly values its employees, this is the perfect role for you.

Please note: Candidates must reside on the North Shore to be considered for this position.

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Key Responsibilities

As the Autoplan Advisor, you will be the first point of contact for clients seeking vehicle insurance solutions, ensuring an exceptional customer experience from start to finish. Your responsibilities will include:

• Customer Service & Insurance Processing:

  • Deliver personalized, knowledgeable service to walk-in and returning clients seeking Autoplan insurance.

  • Process renewals, new policies, and changes accurately and efficiently, providing guidance tailored to each client's needs.

• Compliance & Documentation:

  • Ensure all transactions meet compliance standards set by ICBC and industry regulations.

  • Maintain meticulous records and documentation for all transactions, following internal procedures and timelines.

• Team Collaboration & Communication:

  • Work closely with team members and management to coordinate workflow and share client insights.

  • Assist in training and mentoring junior staff as required, fostering a collaborative and supportive environment.

• Client Relationship Management:

  • Build lasting relationships with clients through excellent service and follow-up communication.

  • Identify opportunities to upsell or cross-sell other insurance products that may benefit the client.

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Qualifications

To succeed in this role, candidates should demonstrate the following:

• Education & Experience:

  • A Level 1 Insurance License is required; Level 2 is considered an asset.

  • 2–3 years of experience in a customer-facing insurance role, preferably with Autoplan expertise.

• Technical Skills:

  • Proficiency with ICBC Autoplan systems and general brokerage management software.

  • Comfortable navigating office technology including MS Office Suite.

• Key Competencies:

  • Strong interpersonal and communication skills with a passion for delivering exceptional customer service.

  • Detail-oriented, organized, and able to manage multiple tasks in a busy, deadline-driven environment.

  • A proactive problem-solver with the ability to work both independently and collaboratively.

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Apply Today

Please submit your resume directly to Alana Tarchuk via email at [email protected] referencing Job ID: 87891

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About Us

Executrade is one of Western Canada’s most comprehensive full-service recruitment firms, with over 50 years of expertise in connecting talented professionals with leading organizations.
We are proud to apply principles of diversity, equity, and inclusion in all our recruitment practices, ensuring equal opportunities for all candidates. Our commitment to these values enables us to match organizations with a diverse range of top talent, fostering workplace cultures that thrive on innovation, collaboration, and respect.
In accordance with Canadian immigration laws, priority will be given to Canadian citizens and permanent residents. Learn more: www.cic.gc.ca.