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Insurance Advisor
2 months ago
About Acera Insurance Services Ltd.
We put our people first. As an employer of choice, Acera Insurance offers an outstanding workplace and employee culture that creates valuable opportunities for all employees.
Our Values
- Encouraging a culture of excellence and continuous learning.
- Empowering employees with accountability and autonomy to take ownership of their work.
- Treating employees and clients with respect and integrity.
- Recognizing and celebrating employee achievements and milestones.
Our Employee Ownership Model
We 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.
About the Role
The Insurance Advisor is dedicated to servicing the needs of our personal insurance clientele. In addition, they will successfully manage and grow a specific book of business. Other duties include:
- Facilitating policy changes and claims reporting.
- Reviewing existing renewals and generating new business.
- File reviews and cross-selling of our products and services.
Key Responsibilities
- Minimum 1+ years related experience in the insurance industry with strong working knowledge of personal lines products.
- Experience using EPIC and Applied Rating Services is considered an asset.
- Minimum of grade 12 education.
- Minimum Level 1 General Insurance License, working towards Level 2.
- CIP designation or working towards.
Requirements
- High degree of professionalism and integrity.
- Superior communication skills.
- Committed to excellence in customer service and builds strong relationships at all levels.
- Confident user of the Microsoft Office Suite of products.
- Flexible and adaptable with proven problem-solving skills.
- Demonstrated accountability and reliability in the quality and timeliness of work.
- Critical thinker with attention to details.
- Works well within a team and independently.
