Strategic Risk Mitigator

21 hours ago


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

Acera Insurance Services Ltd. is the largest independent, employee-controlled brokerages in Canada.

About Us

We provide individuals, families and businesses 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, including comprehensive group benefits.

Job Title: Senior Client Advisor

Status: Full-Time, Permanent

The successful candidate will assist the Client Executive(s) in providing the highest quality service to Acera clients; mentoring and coordinating the administrative and marketing processes within their sales team.

Key Responsibilities
  • Fields client communication via phone and/or face to face and identifies clients' insurance requirements.
  • Creates proposals for clients and prospective clients that demonstrate Acera's unique approach to mitigating business risk.
  • Educates clients to ensure they understand their business risks and insurance coverage.

Acera Leader in the client and insurance industry through professional writing, speaking and networking engagements.

Requirements
  • Level 2 BC Broker License
  • Minimum 8 years of insurance experience
  • Working knowledge of insurance document management software
  • Previous experience working in EPIC will be considered an asset
  • Skilled user of Microsoft office - Outlook, Word, Excel and PowerPoint

Estimated Salary: $60,000 - $80,000 per year

About Our Company

We are an equal opportunity employer and is committed to all forms of diversity in the workplace.



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