Current jobs related to Client Advisor, Personal Insurance - Penticton - Acera Insurance Services Ltd.
-
Client Advisor, Personal Insurance
4 weeks ago
Penticton, Canada Acera Insurance Services Ltd. Full timeOur 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...
-
Client Insurance Advisor – Personal Coverage
3 weeks ago
Penticton, Canada Acera Insurance Services Ltd. Full timeA leading insurance brokerage in Penticton is seeking a full-time Client Advisor for Personal Insurance. The ideal candidate will advise clients on home and personal insurance policies, ensuring they are appropriately insured. The role includes processing renewals and payments while providing outstanding service. Candidates should hold a Level 1 BC General...
-
Personal Lines Insurance Advisor
5 days ago
Penticton, Canada Johnston Meier Insurance Agencies Group Full time**Personal Lines Insurance Advisor Downtown Penticton, BC** Location: 257 Martin Street, Penticton, BC **Job Summary** **Responsibilities** - Provide excellent customer service to our clients - New quotes on all Personal Lines types of business - Provide renewal terms and optional quotes - Update evaluators when necessary - Coverage for Auto Insurance...
-
Client Advisor, Auto Insurance
7 days ago
Penticton, Canada Acera Insurance Services Ltd. Full timeWe put our people first. As an employer of choice, Acera Insurance, _formerly CapriCMW 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...
-
Auto Insurance Advisor
1 week ago
Penticton, Canada Johnston Meier Insurance Agencies Group Full time**Auto Insurance Advisor Opportunity** **Location**: 257 Martin Street, Penticton, BC **Job Summary** Johnston Meier Insurance has a position available at our Downtown Penticton office for a Licensed Auto Insurance Advisor. If you have great communication and interpersonal skills, a Level 1 License, office experience, and are willing to learn, we'd like...
-
Auto Insurance Advisor
2 days ago
Penticton, Canada Johnston Meier Insurance Agencies Group Full time**Auto Insurance Advisor Opportunity** **Location**: 414 Ellis St, Penticton, BC, V2A 4M2 **Job Summary** Johnston Meier Insurance has a position available at our Ellis St. office in Penticton for a Licensed Auto Insurance Advisor. If you have great communication and interpersonal skills, a Level 1 License, office experience, and are willing to learn,...
-
Client Advisor, Auto Insurance
7 days ago
Penticton, Canada Acera Full timeSalary: **About Acera Insurance** 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...
-
Autoplan, Client Advisor
3 days ago
Penticton, Canada Acera Full time**The Company** CapriCMW is a uniquely independent, employee-owned insurance and risk management company, recognized as one of Canada’s top commercial insurance brokers. With decades of experience and specialized knowledge in local sectors, CapriCMW has served as trusted advisors to businesses and individuals since 1975. We provide general insurance...
-
Associate, Commercial Insurance
1 week ago
Penticton, Canada Acera Insurance Ltd Full timeWe put our people first. As an employer of choice, Acera Insurance, formerly CapriCMW 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...
-
Insurance Agent
5 days ago
Penticton, Canada Maxxam Insurance Services Full timeWe at Maxxam Insurance are looking for an Auto Insurance Agent to join our team! - 6+ months of previous insurance experience, but willing to train from the ground up for the right person. - Motivated to achieve goals. - Experience in Customer Service. - Well versed in computer programs / technology. - Handling client retention with ease. - Has strong...
Client Advisor, Personal Insurance
45 minutes ago
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. Status: Full-Time, Permanent Pay Range: Acera’s total compensation offerings are based on pay for performance that recognizes exceptional individual and company performance. The typical hiring range for this position is from $40,000 - $55,000 CAD annually, plus quarterly incentives; the pay offering is based on location and will vary depending on related education, insurance experience, proven knowledge, skills, and internal equity. Job Summary We are currently recruiting for a full-time Client Advisor, Personal Insurance in our Penticton location. The Client Advisor works collaboratively with clients, insurance companies and their Acera Insurance team members to exceed client expectations. This role advises, explains, promotes and sells home and other personal insurance policies to ensure Acera Insurance clients are appropriately insured. Essential Job Functions Primary duties include, but are not limited to: Processing renewals, endorsements, cancellations, changes as well as servicingnew walk-in & phone-in business Updating and maintaining automated forms for new business, endorsements, renewal and claims Promoting and recommending optimal coverage and additional products available Collecting payments from clients in an efficient and timely manner Providing back-up support to front desk as necessary Providing an outstanding client service experience Reviewing existing client policies and marketing as necessary Qualifications and Soft Skill Requirements Level 1 BC General Insurance License Previous experience working in Insurance Experience with Broker Management Systems, various company portals, Microsoft Office applications including Outlook, Excel and Word Client-centric approach Exceptional organizational skills with the ability to work under pressure Builds and maintains positive relationships with clients and insurance companies Courteous and professional manner with clients and co-workers Acera Insurance is the largest independent, employee-controlled brokerage in Canada. With over 60 locations across British Columbia, Alberta, Ontario, Nova Scotia, and the Yukon, and $1.3 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. #J-18808-Ljbffr
