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Commercial Insurance Client Consultant

3 months ago


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

Join Our Team at Acera Insurance Services Ltd.

At Acera Insurance, we prioritize our employees, fostering a remarkable workplace culture that opens doors to valuable opportunities for everyone.

Our Values:

  • We encourage innovation and continuous learning, striving for excellence in all we do.
  • We empower our team members with accountability and autonomy, allowing them to take ownership of their responsibilities.
  • We treat everyone with respect and integrity, placing clients, colleagues, and the community at the forefront of our actions.
  • We celebrate achievements and create a fun work environment by recognizing both significant milestones and everyday successes.

As a proud employee-owned brokerage, Acera Insurance stands out as the only Canadian firm of its kind, with over 650 employee owners who share in our collective success.

Position Overview:

The Client Advisor for Commercial Insurance plays a crucial role in supporting Client Executives by delivering exceptional service to our clients. This position involves mentoring and coordinating the administrative and marketing efforts within the sales team.

Key Responsibilities:

  • Develop and implement client service strategies, ensuring that commitments are tracked and communicated effectively.
  • Maintain strong client relationships to monitor satisfaction levels.
  • Participate in regular team meetings to stay informed about client needs and service plans.
  • Handle client communications through various channels, identifying their insurance needs.
  • Prepare proposals that showcase Acera's unique approach to managing business risks.
  • Educate clients on their business risks and insurance options.
  • Represent Acera as a leader in the insurance industry through professional engagements.
  • Support established processes and contribute to team discussions.
  • Advocate for enhancements to service plans that provide additional value to clients.

Qualifications:

  • Foster a collaborative environment where teams are motivated to excel.
  • Adaptable to both team-oriented and independent work, with the ability to manage shifting priorities and deadlines.
  • Skilled in utilizing technology and resources to maximize efficiency.
  • Self-motivated learner who approaches problem-solving with practical solutions.
  • Possess a Level 2 BC Broker License.
  • Minimum of 5 years of experience in the insurance sector.
  • Familiarity with insurance document management software.
  • Experience with EPIC software is a plus.
  • Proficient in Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint.

Acera Insurance is recognized as one of the largest independent, employee-controlled brokerages in Canada, with a strong presence across multiple provinces. Our team is dedicated to providing unbiased insurance and risk management solutions that reflect a distinctly Canadian perspective. Our collaborative approach harnesses the strengths and expertise of our professionals to deliver exceptional value and resources to our clients, including comprehensive group benefits.

Acera Insurance is an equal opportunity employer committed to fostering diversity in the workplace. We welcome applications from all qualified individuals.