Client Advisor, Commercial Client Care
5 months ago
We put our people first. As an employer of choice, Acera Insurance, formerly Megson FitzPatrick 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 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 CLIENT CARE**
Acera is looking for an ambitious, engaging, and experienced _Client Advisor _to join our Commercial Client Care team. As our _Client Advisor_, you will have the overall responsibility for maintaining and growing a book of small business of accounts ranging from $500 - $5,000 in premium.
**MAIN RESPONSIBILITIES**:
- Manage a book of business mainly focused on non-profits, consultants and technology
- Form relationships within the technology industry;
- Manage the renewal process;
- Participate in the claims process;
- Assist in collecting accounts receivables;
- Participate in up-sell and cross-sell initiatives to grow business;
- Works effectively and efficiently in our Broker Management System.
- Maintain a high level of customer service standards using our core values as the foundation of
- your service - Commit to Excellence, Take Ownership, Put People First, Make Work Fun;
- Attend industry networking events, such as VIATEC events;
- All other duties as directed by management.
- Proactively grow the technology book of business;
**LOCATION AND STATUS**:
Victoria, BC
Permanent, full-time employment (35 hrs/week)
Hours: Monday-Friday 9am - 5pm, In-Office
**QUALIFICATIONS**:
- CAIB, CIP designation or on an education plan;
- Minimum Level 2 license required;
- Minimum 2 years of Commercial Insurance experience required;
**VALUES & COMPETENCIES**:
- High degree of professionalism and integrity;
- Affinity for technology business;
- Exceptional interpersonal skills;
- Willingness to coach and be coached;
- Excellent organization skills;
- Good judgement and decision-making skills;
- Works well within a team and independently;
- Excellent written and verbal communication skills;
- Flexible and adaptable with proven problem-solving skills;
- Competitive and sales motivated by nature;
- 100% client focused and service oriented;
- High level of follow-up and follow-through;
- Demonstrates initiative, self-management and a desire to learn and grow.
- Excellent time management;
- 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._
**Job Types**: Full-time, Permanent
Pay: $50,000.00-$70,000.00 per year
**Benefits**:
- Casual dress
- Company events
- Company pension
- Dental care
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- RRSP match
- Store discount
- Tuition reimbursement
- Vision care
Schedule:
- Day shift
- Monday to Friday
**Education**:
- Secondary School (preferred)
**Experience**:
- Commercial Insurance: 2 years (required)
Licence/Certification:
- CAIB/CIP Designation (preferred)
- Level 2 General Insurance License (required)
Work Location: In person
-
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