Client Advisor, Personal Insurance

3 days ago

Kingston, Ontario, Canada Acera Insurance Services Ltd. Full time

Dorey & Tolgyesi Insurance Brokers is now part of Acera Insurance.

As an employer of choice, Acera 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 650 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 1,200 professionals across Canada and change the way people feel about insurance.

CLIENT ADVISOR, PERSONAL INSURANCE

The Client Advisor, Personal Insurance, is dedicated to servicing the needs of our personal insurance clientele. In addition, they will successfully manage and grow a specific book of business. Other duties include reviewing existing policy renewals, generating new business, file reviews, cross selling our products and services, facilitating policy changes, claims reporting and advocacy.

Key Responsibilities
  • Serve as the primary point of contact for clients, addressing ongoing needs and advising on insurance matters.
  • Conduct comprehensive needs assessments and recommend appropriate insurance solutions.
  • Respond to client inquiries, providing timely and accurate information.
  • Conduct care calls and manage policy renewals.
  • Sell new policies to existing clients, ensuring retention of the current book of business.
  • Collaborate with Underwriters and Adjusters to review guidelines and resolve policy-related issues.
  • Prepare documentation for insurers, complete client applications and process policy changes.
  • Stay updated on underwriting rules, industry standards, and workflow processes.
  • Actively participate in training sessions to stay informed on product offerings and industry changes.
  • Provide guidance and support to clients as requested, ensuring a high level of customer satisfaction.
QUALIFICATIONS
  • 2+ years of related Insurance experience preferred
  • RIBO license is required
  • Post-secondary degree, diploma, or certificate in Business, Sales/Marketing, Risk Management, or a related field, or equivalent relevant experience in a similar role is an asset
  • CIP or CAIB designation, or working towards is considered an asset
VALUES & COMPETENCIES
  • High level of professionalism and integrity.
  • Excellent verbal and written communication skills.
  • Strong commitment to providing exceptional customer service and building lasting relationships at all levels.
  • Proficient in Microsoft Office Suite.
  • Familiar with insurance customer relationship software.
  • Demonstrated accountability and reliability in delivering high-quality, timely work.
  • Ability to prioritize in a busy environment to meet tight deadlines.
  • Flexible, adaptable, and skilled in problem-solving.
  • Strong team player with the ability to work independently.
  • Detail-oriented with strong critical thinking skills.

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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