Current jobs related to Client Advisor, Personal Insurance - Ottawa - Acera Insurance Services Ltd.
-
Client Advisor, Signature Insurance
6 days ago
Ottawa, 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._ -...
-
Personal Insurance Advisor
3 days ago
Ottawa, Canada Acera Insurance Ltd Full timeWe put our people first. As an employer of choice, Acera Insurance, formerly Smith Petrie Carr & Scott Insurance Brokers Ltd, 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._ -...
-
Personal Insurance Advisor
1 week ago
Ottawa, Canada Smith Petrie Carr & Scott Insurance Brokers Ltd. Full time**Personal Insurance Advisor** **QUALIFICATIONS** - 2+ years of related experience in the insurance industry - Post-secondary degree/diploma/certificate in Business, Sales/Marketing, Risk Management or related discipline is an asset - RIBO Insurance License is required - AMF License is an asset - CAIB or CIP designation, or working towards is considered an...
-
Insurance Advisor
3 days ago
Ottawa, Canada Kevin Carruthers - Desjardins Insurance Agent Full time**_Kevin J Carruthers Insurance Agency_** **Personal Client Care Advisor**: **ROCK STAR NEEDED** **.** Looking for an individual with a proven track record in sales and client experience to join our expanding team of highly skilled advisors in one of Ottawa’s largest growing insurance agencies. Selling and Servicing Car Insurance, Home and property...
-
Personal Insurance Advisor
1 week ago
Ottawa, Canada Smith Petrie Carr & Scott Insurance Brokers Ltd. Full timeWe take a **human approach to insurance**. We staff and hire the very best. People who are professional, experienced, and genuinely focused on not just meeting, but exceeding the needs of our customers. We have a lot of fun and we are committed to being an employer of choice by providing employer paid benefits, on-site insurance education and all sorts of...
-
Associate Insurance Advisor
2 days ago
Ottawa, Canada Cooperators - Byrne Insurance Agency Inc. Full timeFull time employment opportunity (Monday to Friday, 9am to 5pm) with base salary, plus bonus, plus paid medical and dental benefits. A great role with room to grow and develop knowledge and skill. - The Associate Insurance Advisor is a key player in the support and development of the agency operation primarily through the sales and service of The...
-
Personal Insurance Broker
1 day ago
Ottawa, Canada Trigon Insurance Brokers Full timeTrigon Insurance is looking for a Personal Insurance Broker to join our dynamic team! If you're team oriented, customer service focused and enjoy a fast paced work environment, we'd love to hear from you! **Job Overview** The purpose of this role is to provide quality, responsive day-to-day client service. The Personal Insurance Broker must be well...
-
Trainee - Insurance Advisor
4 hours ago
Ottawa, Canada ... Full timeThursday, January 23, 2025 We’re searching for a Trainee - Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd has an exciting opportunity for a Trainee - Insurance Advisor in our Kenora, ON location. Do you love to provide exceptional client service? If so, you will love working for Westland! We are looking for a...
-
Service Associate, Personal Insurance
2 weeks ago
Ottawa, 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...
-
Personal Lines Insurance Broker
3 days ago
Ottawa, Canada Morison Insurance Brokers Inc. Full time**Personal Lines Insurance Broker** **Location: Ottawa, Ontario** At Morison Insurance, our Team shapes who we are and the excellent service we provide our customers. We are a values-based company, which means all of our decisions and day-to-day operations are based on our 5 core values: GO BEYOND, EVOLVE, OWN IT, OUR PROMISE, UNIFIED. We are seeking a...
-
Personal Finance Advisor
2 days ago
Ottawa, Canada Desjardins Full timeThe work mode arrangement for the position is full-time on site As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial...
-
Personal Lines Insurance Broker
3 days ago
Ottawa, Canada Tanner Insurance Full time**About us** Tanner Insurance has been serving Eastern Ontario for over a 100 years and still going strong. We are progressive, rewarding and a customer-centric locally owned business. Our office includes: - Growth opportunities - Collaborative environment - Sales incentives - Flexible work hours, Work From Home opportunities We are currently looking for...
-
New Business Insurance Broker
3 days ago
Ottawa, Canada Acera Insurance Ltd Full timeWe put our people first. As an employer of choice, Acera Insurance, formerly Smith Pertrie 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._ -...
-
Associate Insurance Advisor III in Ottawa
6 days ago
Ottawa, Canada Co-operators Full timeAssociate Insurance Advisor III in Ottawa Company: CGIC Department: Newor Dist - Nat Capital Employment Type: Regular Full-Time Work Model: Office-Based Language: This role operates in English. The Opportunity: We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team...
-
Associate Insurance Advisor II
3 days ago
Ottawa, Canada Co-operators Full timeLanguage: This role operates in English. Additional Information: There are 2 positions available. The Opportunity: We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide...
-
Client Concierge
3 days ago
Ottawa, Canada Kevin Carruthers - Desjardins Insurance Agent Full time**Kevin J Carruthers Insurance Inc.**: **Opening: Client Concierge / Sales Administator**: **Reports To**: The Job will report to the Agent **Job Overview**: **Responsibilities and Duties**: - Greet Clients that enter our Agency and prepare beverages such as specialty coffees. We offer a monthly “Seasonal” specialty which entails following easy...
-
Insurance Advisor
6 days ago
Ottawa, Canada Ontario Medical Association Full timeJoin the Team Are you motivated and energized by change? Do you want to make a difference in health care? We are looking for talented people who are driven to provide excellent service for our members. The Ontario Medical Association (OMA) advocates for and supports doctors, seeking to strengthen their leadership role in caring for patients. We continually...
-
Associate Insurance Advisor III in Ottawa
5 days ago
Ottawa, Canada Co-operators Full timeAssociate Insurance Advisor III in OttawaCompany: CGICDepartment: Newor Dist - Nat CapitalEmployment Type: Regular Full-TimeWork Model: Office-BasedLanguage: This role operates in English.The Opportunity:We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to...
-
Associate Insurance Advisor II
5 days ago
Ottawa, Canada Co-operators Full timeLanguage: This role operates in English.Additional Information: There are 2 positions available.The Opportunity:We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a...
-
Ottawa, Canada Morison Insurance Brokers Inc. Full time**Digital Sales Personal Lines Insurance Broker** **Location: Ottawa, Ontario** Looking to work in a brokerage that provides you with ALL of your insurance leads so you never need to make a cold call again? Are you positive, enthusiastic, and digitally savvy? Looking for career growth with advancement opportunities at an innovative, award-winning insurance...
Client Advisor, Personal Insurance
2 weeks ago
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 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.
**LOCATION AND STATUS**
- Ottawa, ON or at other Acera office location
- Full-time, permanent
**Key responsibilities include, but are not limited to**:
- 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.
- 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.
**COMPETENCIES & QUALIFICATIONS**
- 3+ years of experience in the insurance industry with a strong understanding of personal insurance products.
- RIBO license is required.
- CIP or CAIB designation or actively pursuing is considered an asset.
- Post-secondary degree, diploma, or certificate in Business, Sales/Marketing, Risk Management, or a related field, or equivalent relevant experience in a similar role.
- 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 the largest independent, employee-controlled brokerages 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._