Insurance Advisor

2 months ago


Kelowna, British Columbia, Canada Acera Insurance Full time
Mobile Client Advisor, Auto Insurance

We are seeking a highly motivated and client-focused individual to join our team as a Mobile Client Advisor, Auto Insurance. As a key member of our sales team, you will be responsible for providing exceptional client service and building strong relationships with our clients.

Key Responsibilities:
  • Provide auto and other types of insurance to clients at various local dealerships
  • Maintain and build dealership relationships
  • Recommend and implement clients' insurance coverages, premiums, and methods of payment
  • Provide information on varying insurance policies, including risk coverages, limitations, and other features
  • Work with clients to manage and reduce their risk
  • Respond to emergencies and assist clients with their claims
  • Process transactions in EPIC, ICBC system, Autolink, and private insurers' web portals
Requirements:
  • Client-focused mindset
  • Adaptable and accepting of change
  • Well-developed people and professional communication skills
  • Courteous to clients and coworkers
  • Adhere to the Insurance Council of BC Code of Conduct
  • A Level 1 Insurance License with the requirement to successfully obtain a Level 2 license within 6 months
  • Valid driver's license - Local travel is required between dealerships
  • Minimum of 1 year experience with ICBC and private insurance coverages

Acera Insurance is a leading independent, employee-controlled brokerage in Canada, with over 60 locations across Alberta, British Columbia, Ontario, and the Yukon. We offer individuals, families, and businesses unbiased insurance and risk management solutions with a distinct Canadian perspective. Our collaborative work structure combines our people's strength and expertise to offer greater value, knowledge, and resources to our clients nationwide.

We are an equal opportunity employer and are committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply.


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