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Client Solutions Expert
2 months ago
Job Summary
We are seeking a highly skilled Insurance Advisor to join our team at Acera Insurance. As an Insurance Advisor, you will work collaboratively with clients, insurance companies, and colleagues to provide exceptional service and exceed client expectations.
Key Responsibilities:
- Recommend and provide auto and personal insurance products to clients
- Process renewals, endorsements, cancellations, and changes, as well as service new business
- Update and maintain automated forms for new business, endorsements, renewals, and claims
- Promote and recommend optimal coverage and additional products available
- Collect payments from clients in an efficient and timely manner
- Provide back-up support to the front desk as necessary
- Provide an outstanding client service experience
- Review existing client policies and market as necessary
Requirements:
- Level 2 BC General Insurance License
- 2 or more years of demonstrated auto and personal insurance experience
- Experience with broker management systems, various company portals, Microsoft Office applications, including Outlook, Excel, and Word
- Client-centric approach
- Strong verbal and written communication
- Exceptional organizational skills with the ability to work under pressure
- Build and maintain positive relationships with clients and insurance companies
- Courteous and professional manner with clients and co-workers
About Acera Insurance
Acera Insurance is the largest independent, employee-controlled brokerages in Canada. With over 60 locations across British Columbia, Alberta, Ontario, Nova Scotia, and the Yukon, and $1.3 billion in gross written premium, our team provides individuals, families, and businesses with unbiased insurance and risk management solutions that have a distinct Canadian perspective.
Our Culture
We value our employees and strive to create a positive and inclusive work environment. We believe in empowering our employees to take ownership of their work and providing them with the tools and resources they need to succeed.
