Client Advisor, Commercial Insurance
6 months ago
We put our people first. As an employer of choice, Acera Insurance, _formerly CCV Insurance & Financial Services/Smith Petrie Carr & Scott Insurance Brokers_, 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._
**CLIENT ADVISOR, COMMERCIAL INSURANCE**
Your knowledge and experience in commercial insurance combined with your attention to detail and customer service focus are the keys to success in the role of _Client Advisor_. This role is responsible for providing support to the commercial insurance team by processing policy documents, invoicing premiums, preparing cover letters, producing pink cards and certificates of insurance, schedules, claims reporting and maintaining file documentation.
**Key responsibilities include, but are not limited to**:
- Compiling renewal information, negotiating renewal terms, and preparing all other aspects of renewals
- Comparing quote options for multiple carriers and presents coverage comparison as needed
- Ensuring renewals are completed 60 days in advance
- Reviewing policies to identify coverage gaps, makes recommendations based on clients’ operations, exposures and need
- Maintaining appropriate and clear documentation in agency management systems including policy details, activities and attachments, spreadsheets
- Assisting in negotiating renewal terms & developing growth
- Clearly understanding how their actions can positively or negatively affect relationship with our customers, carriers, and coworkers
- Participating in ongoing scheduled meetings with team to discuss accounts, renewals and day to day service needs and opportunities
- Participating in seminars, classes, and webinars for skill and knowledge developments
- Other duties and responsibilities as assigned
**LOCATION AND STATUS**:
Huntsville, ON, Brampton, ON, or Ottawa, ON
Full-time, permanent
**QUALIFICATIONS**:
- 3+ years of related and progressive experience in the insurance industry with a strong working knowledge of commercial insurance products
- Experience in an insurance brokerage
- Experience working with programs is an asset
- Minimum of RIBO
- CIP designation or CAIB, or working toward is an asset
**VALUES & COMPETENCIES**:
- High degree of professionalism and integrity
- Committed to excellence in customer service and builds strong relationships with clients
- Skilled user of the Microsoft Office Suite of products
- Experience with insurance document management software is an asset
- Demonstrated accountability and reliability in the quality and timeliness of work
- Flexible and adaptable with proven problem-solving skills
- Works well within a team and independently and able to adjust to tight and changing deadlines
- Critical thinker with strong attention to details
- 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._
-
Client Advisor, Commercial Insurance
5 months ago
Brampton, Canada Acera Insurance Full timeClient Advisor, Commercial Insurance Jul 13, 2024 Location: Fort McMurray, AB, CA We put our people first. As an employer of choice, Acera Insurance, formerly Rogers 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...
-
Client Advisor, Commercial Insurance, New Business
5 months ago
Brampton, Canada Acera Insurance Full timeClient Advisor, Commercial Insurance, New Business Jul 13, 2024 Location: Brampton, ON, CA Ottawa, ON, CA We put our people first. As an employer of choice, Acera Insurance, formerly CCV Insurance & Financial Services, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees. Our people are: Encouraged...
-
Client Advisor, Commercial Insurance
6 months ago
Brampton, Canada Acera Insurance Ltd Full timeWe put our people first. As an employer of choice, Acera Insurance, formerly _CCV Insurance and Financial Services_, 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...
-
Claims Advisor, Commercial Insurance
5 months ago
Brampton, Canada Acera Insurance Full timeClaims Advisor, Commercial Insurance Jul 2, 2024 Location: Brampton, ON, CA Ottawa, ON, CA We put our people first. 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...
-
Client Advisor, Commercial Insurance, New Business
6 months ago
Brampton, Canada Acera Insurance Services Ltd Full timeWe put our people first. As an employer of choice, Acera Insurance, _formerly CCV Insurance & Financial Services_, 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...
-
Client Advisor, Commercial Insurance, New Business
3 months ago
Brampton, Canada Acera Insurance Services Ltd. Full timeWe put our people first. 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...
-
Claims Advisor, Commercial Insurance
5 months ago
Brampton, Canada Acera Insurance Services Ltd. Full timeWe put our people first. 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...
-
Client Advisor, Signature Insurance
5 months ago
Brampton, Canada Acera Insurance Full timeWe put our people first. As an employer of choice, Acera Insurance, formerly Smith Petrie Carr & Scott Insurance Brokers, 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._ -...
-
Client Advisor, Personal Insurance
5 months ago
Brampton, Canada Acera Insurance Ltd Full timeWe put our people first. As an employer of choice, Acera Insurance, formerly _CCV Insurance & Financial Services_, 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...
-
Client Advisor, Personal Insurance
5 months ago
Brampton, Canada Acera Insurance Ltd Full timeWe put our people first. As an employer of choice, Acera Insurance, formerly _CCV Insurance & Financial Services_, 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...
-
Client Advisor, Signature Insurance
6 months ago
Brampton, Canada Acera Insurance Ltd Full timeWe put our people first. As an employer of choice, Acera Insurance, formerly CCV Insurance and Financial Services, 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...
-
Client Advisor, Personal Insurance
6 months ago
Brampton, Canada Acera Insurance Services Ltd Full timeWe put our people first. As an employer of choice, Acera Insurance, formerly CCV Insurance & Financial Services, 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...
-
Client Executive, Commercial Insurance
3 weeks ago
Brampton, Canada Acera Insurance Services Ltd. Full timeWe put our people first. 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...
-
Client Advisor, Personal Insurance, New Business
5 months ago
Brampton, Canada Acera Insurance Ltd Full timeWe put our people first. As an employer of choice, Acera Insurance, formerly CCV Insurance and Financial Services, 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...
-
Client Advisor, Personal Insurance, New Business
5 months ago
Brampton, Canada Acera Insurance Ltd Full timeWe put our people first. As an employer of choice, Acera Insurance, formerly CCV Insurance and Financial Services, 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...
-
Client Advisor, Personal Insurance, New Business
6 months ago
Brampton, Canada Acera Insurance Services Ltd Full timeWe put our people first. As an employer of choice, Acera Insurance, formerly CCV Insurance & Financial Services, 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...
-
Insurance Claims Specialist
3 weeks ago
Brampton, Ontario, Canada Acera Insurance Full timeClaims Advisor, Commercial Insurance Role OverviewThe Claims Advisor provides critical support to the commercial department teams by reporting claims and advocating for clients throughout the claims journey. This includes liaising with adjusters and insurance companies on behalf of clients.The role involves tracking claims costs, maintaining up-to-date loss...
-
Insurance Advisor
5 months ago
Brampton, Canada Western Financial Group Full time**We are one of Canada’s Top Employers, Join Us Today** Looking to work with a high performing team to provide our clients the coverage they need by building strong business relationships and delivering excellent service? **Commercial Insurance Advisor** As a Commercial Insurance Advisor, you are a key player in supporting our Commercial lines clients....
-
Brampton, Ontario, Canada Western Coast Insurance Services Full timeJob OverviewWe are seeking a highly skilled Senior Insurance Professional to join our team as a Commercial Lines Specialist. As a key player in supporting an Account Executive and their book of business, you will be responsible for driving sales, retention, and customer excellence.About the RoleIn this role, you will provide high-quality servicing to clients...
-
Brampton, Ontario, Canada Five Star Insurance Brokers Ltd. Full timeAbout UsAt Five Star Insurance, we are a leading insurance brokerage serving clients across Canada. We specialize in a wide range of insurance solutions, including Truck, Business, Manufacturers, Contractors, Auto, and Home Insurance.Our team of experienced, multicultural brokers is committed to understanding the unique needs of each client, leveraging our...
