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Auto Insurance Trainer - Megson FitzPatrick

Jan 27, 2024

 

We put our people first. As an employer of choice, Acera Insurance, formerly Megson FitzPatrick Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees. 

  

Our people are:

  • Encouraged to challenge the status quo and never stop learning in their commitment to excellence.
  • Empowered with a sense of accountability and autonomy to take ownership of their work.
  • Treated with respect and act with integrity by putting clients, colleagues, and community first.
  • Recognized for their achievements and celebrate festivities, big and small, to make work fun.

  

We also proudly offer most employees the opportunity to become owners. With over 550 employee owners, Acera Insurance is the only Canadian brokerage that is widely owned by its employees. Our employee owners have a vested interest and get to share in Acera Insurance’s success — which they make possible.

  

Join our award-winning network of over 1,000 professionals across Canada and change the way people feel about insurance.

 

AUTO INSURANCE TRAINER

 

As a member of the Auto Department, the Auto Insurance Trainer has the overall responsibility for providing training and support to new and existing team members. The training specialist will also provide support to the team with daily client transactions when not actively training a new team member. 

  

REPORTS TO:  

Team Leader, Auto Insurance 

  

MAIN RESPONSIBILITIES: 

  • Provide a welcoming learning environment and experience to the team; 
  • Act as the ICBC point person and impart information to the Auto Team; 
  • Provide hands-on training and support for new and existing employees on various software programs such as EPIC, workflows, and best practices.  
  • Monitor the quality of work performed following training to ensure that the skill level meets standards and advise management for areas of improvement; 
  • Contribute to the development of processes and best practices; 
  • Communicate with teams, individuals, EPIC coordinator and the management team to identify additional training needs; 
  • Advise team leader if there are any areas of improvement for the team or an individual; 
  • Work with the team to evaluate, identify and estimate the best technical solutions for our clients; 
  • Support the improvement of our development processes and tools to optimize the delivery of technical projects; 
  • Bring innovative ideas to help make our environment and processes better; 
  • Provide excellent customer service to our autoplan clients both over the phone and in person; 
  • Help clients with a wide range of ICBC transactions, private insurance options, and products; 
  • Work in ICBC’s Policy Centre; 
  • All other duties as directed by management. 

  

LOCATIONS AND STATUS: 

  • Victoria, BC 
  • Full-time, permanent (37.5 hours/per week) 
  • 50K - 60K per year

  

QUALIFICATIONS: 

  • 5 years of ICBC experience preferred; 
  • Level 2 General License preferred; 
  • Proficiency in Microsoft Office, including Word, Excel, and PowerPoint. 

 

VALUES & COMPETENCIES:

  • Positive attitude and enthusiasm for employee training and development;
  • Flexible and adaptable, with demonstrated problem-solving abilities;
  • High degree of professionalism and integrity;
  • Demonstrated accountability and reliability in the quality and timeliness of work;
  • Critical thinker with strong attention to detail;
  • Works well within a team and is able to adjust to tight and changing deadlines;
  • Exceptional interpersonal skills;
  • A strong desire to provide exceptional customer service;
  • Good judgement and decision-making skills;
  • High level of follow-up and follow-through;
  • An organized and efficient style with an eye for improving processes and procedures;
  • Excellent written and verbal communication skills;
  • Shows initiative, self-management, and a desire to learn and grow;
  • Strong insurance technical skills;
  • Aptitude for sales considered an asset.

 

Acera Insurance is one of the largest independent, employee-controlled brokerages in Canada. With over 60 locations across Alberta, British Columbia, Ontario, and the Yukon, and $1 billion in gross written premium, our team provides individuals, families and businesses unbiased insurance and risk management solutions that have a distinct Canadian perspective. Our collaborative work structure combines our people’s strength and expertise to offer greater value, knowledge, and resources to our personal and commercial clients nationwide, including comprehensive group benefits.

  

Acera Insurance is an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply. 

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