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Insurance Advisor

2 months ago

Kelowna, British Columbia, Canada Acera Insurance Full time

Job Summary

We are seeking a highly skilled and dedicated Insurance Advisor to join our team at Acera Insurance. As an Insurance Advisor, you will be responsible for servicing the needs of our personal insurance clientele and successfully managing and growing a specific book of business.

Key Responsibilities

  • Facilitate policy changes and claims reporting and advocacy
  • Review existing renewals and generate new business opportunities
  • Conduct file reviews and cross-sell our products and services

Requirements

  • 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

Values and Competencies

  • 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

About Acera Insurance

Acera Insurance is one of the largest independent, employee-controlled brokerages in Canada. We offer 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.

What We Offer

  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A competitive compensation package