Client Advisor, Personal Insurance
3 months ago
**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 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.
**Job Summary**
We are currently recruiting for a full-time Client Advisor, Personal Insurance in our Lake Country location. The Client Advisor works collaboratively with clients, insurance companies and their Acera Insurance (formerly CapriCMW) team members to exceed client expectations. This role advises, explains, promotes and sells home and other personal insurance policies to ensure Acera Insurance (formerly CapriCMW) clients are appropriately insured.
**Essential Job Functions**:
Primary duties include, but are not limited to:
- Processing renewals, endorsements, cancellations, changes as well as servicing new 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
- Client-centric approach
- Strong verbal and written communication
- 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
**Why join our team?**
As a valued member of our Acera Insurance (formerly CapriCMW) family, you will be awarded a competitive annual salary, evaluated on your education, skills, and experience, including:
- Generous incentives and bonus programs
- Employee ownership opportunities
- Life, disability, health, and dental insurance coverage
- Group RRSP program
- Employer-matched pension plan
- Discounts on Acera's services and products
- Employee Assistance Program
- Wellness and Lifestyle Spending Accounts
- Career development through leadership training and learning resources
- And many more
Acera Insurance (formerly CapriCMW) offers a fun, collaborative work environment with lots of opportunity for long-term professional and personal growth. As an independent, employee-owned company, we are proud to be named one of Canada's Best Workplaces in Financial Services and Insurance by Great Place to Work®.
- 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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