Client Advisor, Personal Insurance

7 months ago


Kelowna, Canada Acera Insurance Ltd Full time

We 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 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._

**Job Details**
- Status:_ Full-Time, Permanent
- Location:_ Kelowna, Capri Center
- Pay Range_: $40,000 - $55,000 per year, plus quarterly incentives

**Job Summary**

We are currently recruiting for a full-time _Client Advisor, Personal Insurance_ in our Kelowna, Capri Center 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 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
- 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

**Salary**: $40,000.00-$55,000.00 per year

**Benefits**:

- Dental care
- Employee assistance program
- Extended health care
- Paid time off
- Vision care

Flexible Language Requirement:

- French not required

Schedule:

- Day shift

Work Location: In person



  • Kelowna, Canada Acera Insurance Services Ltd. Full time

    We 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 Advisor

    7 days ago


    Kelowna, British Columbia, Canada Acera Insurance Services Ltd. Full time

    We are currently seeking a highly skilled Insurance Advisor to join our team at Acera Insurance Services Ltd. in Kelowna, Canada.Job SummaryThe successful candidate will work collaboratively with clients, insurance companies, and colleagues to provide exceptional service and exceed client expectations.About the RoleProcess renewals, endorsements,...

  • Insurance Advisor

    6 months ago


    Kelowna, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our Carrington Road office in Kelowna, BC. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking...


  • Kelowna, Canada Westland Insurance Ltd. Full time

    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 at our Kelowna, BC location on Carrington Road. Do you love to provide exceptional client service? If so, you will love working for Westland! We are looking for a career...


  • West Kelowna, Canada Westland Insurance Ltd. Full time

    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 at our Westbank, BC location on Carrington Road. Do you love to provide exceptional client service? If so, you will love working for Westland! We are looking for a career...


  • Kelowna, Canada Johnston Meier Insurance Agencies Group Full time

    p>Personal Lines Insurance Advisor Opportunity - January 2025 Johnston Meier Insurance has an exciting position available for a Personal Lines Advisor, at our newest Kelowna office in Rutland, opening January 2025. If you have a General Insurance Level 2 License and at least one year of insurance office experience, we'd like to hear from you.Provide...


  • Kelowna, Canada Acera Insurance Services Ltd. Full time

    We 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...


  • Kelowna, Canada Acera Insurance Services Ltd. Full time

    We 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...


  • Kelowna, Canada Interior Savings Full time

    **_Looking for the flexibility to spend some time working from your home office? This position is available for hybrid work. Successful applicant will reside in Kelowna or Kamloops as travel will be required within the region._** As a Commercial Insurance Advisor your professionalism, relationship building and networking skills, as well as your curiosity...


  • Kelowna, Canada Acera Insurance Full time

    Client Executive, Commercial Insurance Jul 13, 2024 Location: Sylvan Lake, AB, CA We put our people first. As an employer of choice, Acera Insurance, formerly Sylvan Agencies, 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...

  • Insurance Broker

    2 months ago


    Kelowna, British Columbia, Canada Acera Insurance Services Ltd. Full time

    Key Responsibilities:We're looking for a highly skilled Insurance Broker to join our team at Acera Insurance Services Ltd.• Collaborate with our Sales team and Underwriters to market a variety of Commercial accounts.• Ensure accurate processing and receipt of policy documentation.• Stay informed on industry changes by attending training and other...


  • Kelowna, British Columbia, Canada Acera Insurance Services Ltd. Full time

    About Acera InsuranceAs a leading insurance broker, Acera Insurance Services Ltd. is dedicated to providing unparalleled service and expertise to our clients.We take pride in our collaborative work structure, which combines the strength and expertise of our people to offer greater value, knowledge, and resources to our personal and commercial clients...


  • Kelowna, British Columbia, Canada Acera Insurance Services Ltd. Full time

    Senior Insurance Risk ConsultantWe are seeking a seasoned Senior Client Advisor to join our team at Acera Insurance Services Ltd.About the CompanyAcera Insurance is the largest independent, employee-controlled brokerages in Canada. With over 1,200 professionals across Canada, we provide individuals, families, and businesses with unbiased insurance and risk...


  • Kelowna, British Columbia, Canada Johnston Meier Insurance Agencies Group Full time

    We are seeking a talented and driven individual to join our team as a Personal Lines Advisor at our Kelowna office in Rutland. If you have a General Insurance Level 2 License and at least one year of insurance office experience, we would like to hear from you.Job Description:Provide exceptional customer service to our clientsOffer new quotes on all Personal...


  • Kelowna, British Columbia, Canada Acera Insurance Services Ltd. Full time

    At Acera Insurance Services Ltd., we pride ourselves on being an employer of choice, offering a dynamic work environment that fosters growth and development for all employees. We treat our staff with respect and encourage them to act with integrity, prioritizing the needs of clients, colleagues, and the community.We are recognized for our achievements and...


  • Kelowna, British Columbia, Canada Acera Insurance Services Ltd. Full time

    About Acera Insurance Services Ltd.As an esteemed employer of choice, Acera Insurance offers a distinguished workplace and employee culture that fosters valuable opportunities for all employees. Treated with respect and integrity by prioritizing clients, colleagues, and community needs. Recognized for achievements and celebrated festivities to make work...


  • Kelowna, British Columbia, Canada Acera Insurance Services Ltd. Full time

    We're committed to putting our people first at Acera Insurance. As an employer of choice, we offer a workplace and employee culture that creates valuable opportunities for all employees.Our PeopleWe encourage our team members to challenge the status quo and continuously learn in their commitment to excellence. We empower them with accountability and autonomy...

  • Wealth Advisor

    7 months ago


    Kelowna, Canada Nicola Wealth Full time

    At Nicola Wealth, our clients deserve the best. The same goes for our people. By bringing together smart, dedicated, high calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepreneurial spirit on which we were founded provides the opportunity for our...


  • Kelowna, Canada HUB International Full time

    p>Hi, we’re HUB!We are proud to be ranked 5th among the world’s largest insurance brokerages where we advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world...


  • Kelowna, Canada Kelowna Subaru Full time

    We're looking for someone who is passionate about delivering an exceptional customer experience to join our growing team as a Service Advisor. You will play a key roll in fostering relationships with Dealership customers. **Your Key Responsibilities** - Providing exceptional customer service to our valued clients by exceeding their needs and expectations. -...