20 meilleures offres (insurance manager, british columbia) (à pourvoir)

Account Manager III
Cascadia Credit Union —Osoyoos, BC
- De 60 381,39 $ à 80 508,52 $ par an
- Temps plein
- Vente
- Windows
- Finance
- Programmes de Bien-être
- Assurance Dentaire
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Assistant Branch Manager
Westland Insurance Ltd. —Terrace, BC
- De 31,10 $ à 38,87 $ de l’heure
- Temps plein
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Manager, Insurance Programs
BC Housing —Burnaby, BC
- De 96 964 $ à 119 779 $ par an
- Temps plein
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
Account Manager - ICBC & Personal Lines
Valiant Insurance Brokers Inc. —Langley, BC
- De 50 000 $ à 60 000 $ par an
- Temps plein
- Vente
- Service à la clientèle
- Microsoft Office
- Assurance Dentaire
- Congés payés
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Business Development Manager - Sales Director
The EDGE Benefits —Colombie-Britannique
- De 70 000 $ à 90 000 $ par an
- Temps plein
- Vente
- Diplôme d'études secondaires
- Développement commercial
- Programmes de Bien-être
- Indemnité kilométrique
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Sales Manager/Finance Manager
Harbourview Volkswagen —North Cowichan, BC
- De 120 000 $ à 180 000 $ par an
- Temps plein
- Expérience en gestion
- Vente
- Service à la clientèle
- Réductions Tarifaires
- Assurance Invalidité
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il y a 6 jours
Insurance Office Manager
Johnston Meier Insurance Agencies Group —Kelowna, BC
- De 65 000 $ à 75 000 $ par an
- Temps plein
- Microsoft Excel
- Service à la clientèle
- Microsoft Office
- Assurance Invalidité
- Assurance Dentaire
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Insurance Team Lead
Western Financial Group Inc. —Mill Bay, BC
- De 60 000 $ à 75 000 $ par an
- Temps plein
- Gestion du temps
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il y a 1 jour
Manager and Team Lead, Third Party Residential Underwriting - BMBE
First National Financial —Vancouver, BC
- De 85 000 $ à 115 000 $ par an
- Temps plein
- Travail hybride
- Expérience en gestion
- Microsoft Office
- Esprit d'analyse
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il y a 12 jours
Manager, Insurance Services
RCU Insurance —Revelstoke, BC
- De 72 049,97 $ à 96 066,62 $ par an
- Temps plein
- Service à la clientèle
- Diplôme d'études secondaires
- Expérience en supervision
- Régimes de participation aux bénéfices
- Programmes de Bien-être
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il y a 7 jours
Manager, Personal Insurance Operations
HUB International —Prince George, BC
- De 75 000 $ à 95 000 $ par an
- Temps plein
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Assurance Invalidité
- Congés payés
Assistant Manager, Auto Insurance
Waypoint Insurance —Surrey, BC
- De 65 000 $ à 80 000 $ par an
- Heures supplémentaires
- Vente
- Pas d'expérience requise
- Déplacements à prévoir
Insurance Services Manager - McBride Branch
Integris Insurance Services, a wholly owned subsidiary of Coastal Community Credit Union —McBride, BC
- De 71 799 $ à 86 853 $ par an
- Microsoft Excel
- Microsoft Outlook
- Expérience en supervision
- Assurance Invalidité
- Assurance Dentaire
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Client Manager, Commercial Insurance (SME)
NFP Corp —Langley, BC
- De 60 000 $ à 70 000 $ par an
- Temps plein
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Hygiene Insurance Services Leader/ Project Manager
Pinchin Ltd —Richmond, BC
- De 90 000 $ à 100 000 $ par an
- Travail hybride
- Bilingue
- Ingénierie
- Anglais
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Manager, People Programs
Westland Insurance Ltd. —Surrey, BC
- De 90 000 $ à 103 000 $ par an
- Temps plein
- Travail hybride
- Recherche
- Microsoft Office
- Esprit d'analyse
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Senior Project Manager - Enterprise Project management Office
Westland Insurance Ltd. —Surrey, BC
- De 104 000 $ à 125 000 $ par an
- Temps plein
- Travail hybride
- PMP
- Maîtrise
- Baccalauréat
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Department Manager Insurance Services
London Drugs Limited —Vancouver, BC
- De 28,69 $ à 31,05 $ de l’heure
- Temps plein
- Vente
- Expérience en supervision
- Compétences en communication
- Assurance Dentaire
- Assurance Vision
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Assistant Department Manager Insurance Services
London Drugs Limited —Vancouver, BC
- De 23,95 $ à 28,62 $ de l’heure
- Temps partiel
- Microsoft Excel
- Vente
- Windows
- Assurance Dentaire
- Assurance Vision
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Client Manager, Commercial Insurance
Navacord —Kelowna, BC
- Temps plein
- Service à la clientèle
- Microsoft Office
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Account Manager III

Cascadia Credit Union
Osoyoos, BC

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Détails du poste

Permanent | Temps plein
De 60 381,39 $ à 80 508,52 $ par an

Profil recherché

Vente
Études postsecondaires
Windows
Finance
Diplôme d'études secondaires
Compétences en informatique

Description complète du poste

Job Purpose

The Account Manager (AMIII) utilizes their expertise and knowledge in the delivery of financial solutions, including lending, within assigned limits, (mortgages, lines of credit, and loans) to enhance the members overall financial well-being. This role performs a variety of duties associated with promoting, selling and cross selling all products and services, including all lending, within limits or complete estate management and providing ongoing service and advice to members, including budgeting and retirement planning, developing and maintaining strong member relationships while adhering to security, risk, and compliance procedures and policies.

As a specialist in lending, the Account Manager III plays an essential role on the branch team and is dedicated to assisting and advising members with their financial needs. They understand the importance of placing the right products and services in the hands of our members. Building trust and loyalty with each member interaction, the AMIII gains a deeper understanding of the members’ needs and delivers a financial solution to enhance the members financial wellbeing with a commitment to building lasting relationships. The AMIII is expected to contribute to and support growth and service excellence, as well as contribute to the Cascadia Credit Union (CCU) brand in the region as a well-respected leader of financial solutions.

Key Duties & Responsibilities

· Develops member relationships, promotes, and completes the sale of a range of deposit products by identifying and pursuing opportunities within existing portfolio through referrals to other AMs, wealth management, or insurance subsidiaries as needed,

· Understands, uncovers, and meets the needs of our members by delivering customized financial solutions which includes a full suite of services and products, including loans (mortgages, lines of credit, and loans) and creditor insurance, manages and grows a credit portfolio, within set limits, lending guidelines, policies and procedures with an acceptable level of risk, by completing credit reviews, authorizing, renewing, or declining member requests, including outside referral sources, and presenting loans over lending limits to the designated lending authority,

· Analyzes members’ needs and provides individualized financial counseling and information, including loan services, estate accounts, electronic services, credit cards, deposit, and insurance offerings, while ensuring profitability and acceptable risk of the relationship, and provides appropriate documentation preparation and processing within appropriate relative risk, legislation and/ or regulations,

· Evaluates and reviews security, calculates “loan to value” security position and provides appropriate completed documentation relative to the risk, legislation, and regulations of the member/ venture,

· Conducts credit investigations, security inspections and searches as required,

· Understands complex financial needs of members and provides global solutions,

· Builds both internal and external networks to encourage referrals, share best practices and enhance product knowledge as well as capitalize on opportunities,

· Proactively contacts members in conjunction with reviews to identify present and future needs for additional opportunities,

· Demonstrates and maintains a high level of risk management knowledge, and keeps apprised of changing rules and regulations pertaining to relevant legislation requirements, as well as keeping a current knowledge of all CCU lending, and deposit products and services,

· Displays confidence and exercises sound judgement in decision making,

· Performs additional responsibilities aligned with team goals as assigned.

Skills & Attributes

· Passion for delivering exceptional member/client service and dedicated to building strong relationships and connections in the community,

· Committed to lifelong learning, professional growth, and development. Responsible for ensuring skills and knowledge are up to date to meet industry and position requirements,

· Grows member relationships by actively listening and asking open ended questions to add value beyond members’ immediate requests,

· Demonstrates strong interpersonal skills and the ability to communicate effectively both verbally and in writing,

· Instills confidence and trust in others through thoughtful, clear, and open communication,

· Ability to quickly adapt to changing priorities and a willingness to tackle new challenges,

· Displays strong awareness of policies, procedures, and practices as they relate to a lending environment to ensure requirements are met and improved as identified,

· Gains the confidence and trust of others through honesty and integrity,

· Demonstrates strong attention to detail and accuracy in completing work and providing information,

· Serves as a subject matter expert in all CCU products, services, and insurance products,

· Working knowledge of the sales cycle process,

· Demonstrates commitment to applying relevant and applicable policies and procedures in the day-to-day performance of the functions of this position,

· Takes a proactive and respectful approach in addressing problems, issues, or conflict with a positive view to reaching new and better solutions,

· Organizes work and assignment of tasks to maximize efficiency, clearly communicates expectations, roles, and responsibilities,

· Demonstrates a good knowledge of computer skills, including MS Windows and Office program environments, as well as the banking system.

Qualifications

Secondary school diploma

Minimum one-year post-secondary formal education, or equivalent

Minimum five (5) years’ experience lending, and/or in a lending support role

Successful completion of in-house training program and CCUA courses of Fundamentals of Personal Financial Planning, Products & Services, and Retail lending, within established timelines

Maintain proficiency with developing systems, applications, and productivity programs

Combined experience and post-secondary education in the areas that are directly related to industry will be considered

Job Types: Full-time, Permanent

Pay: $60,381.39-$80,508.52 per year

Benefits:

Company events
Dental care
Employee assistance program
Extended health care
Life insurance
Paid time off
RRSP match
Vision care
Wellness program

Work Location: In person

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insurance manager emplois - british columbia

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Insurance Services Manager - McBride Branch

Client Manager, Commercial Insurance (SME)

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Senior Project Manager - Enterprise Project management Office

Department Manager Insurance Services

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Client Manager, Commercial Insurance

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : insurance manager (british columbia)

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