Client Advisor, Motorcycle Insurance

3 months ago

Victoria, Canada Acera Insurance Services Ltd. Full time

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 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, MOTORCYCLE INSURANCE**

**MAIN RESPONSIBILITIES**:

- Provide exceptional customer service to our motorcycle clients via phone and in-person;
- Provide support and customer service to our sub-brokers;
- Handle new motorcycle policies from start to finish;
- Assist with the renewals of existing policies;
- Complete and mail renewal notices to existing clients;
- Ensure all notes are made, accurate and complete in our Broker Management System with each client;
- All other duties as assigned by management.

**LOCATIONS & STATUS**:
Victoria, BC

Full-time, permanent (37.5 hrs/week)

Starting in January 2025

Salary Range: $42,500 - $47,500

**QUALIFICATIONS**:

- Possession of level one insurance license, or working toward completion considered an asset;
- Post-secondary degree, or equivalent, considered an asset;
- Insurance or insurance brokerage experience, considered a strong asset;
- Enrollment in CAIB or CIP courses, considered an asset;

**VALUES & COMPETENCIES**:

- High degree of professionalism and integrity;
- A strong business acumen;
- Exceptional interpersonal skills;
- Good judgement and decision-making skills;
- Works well within a team and independently;
- Desire to succeed in a customer-service based role by providing exceptional client experience to our client base;
- Quick learner;
- Ability to deliver effective results meeting deadlines and targets;
- Confident working with multiple computer programs simultaneously and with a high degree of accuracy;
- Excellent written and verbal communication skills;
- Flexible and adaptable with proven problem-solving skills;
- Demonstrates initiative, self-management and a desire to learn and grow.
- 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 $1.3 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._

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