Current jobs related to Insurance Advisor - Penticton, British Columbia - Acera Insurance

  • Auto Insurance Advisor

    3 weeks ago

    Penticton, British Columbia, Canada Acera Insurance Full time

    Auto Insurance Advisor RoleWe are seeking a skilled Auto Insurance Advisor to join our team at Acera Insurance. As an Auto Insurance Advisor, you will be responsible for advising, explaining, promoting, and selling insurance policies to ensure our clients are correctly insured.Key Responsibilities:Provide auto and other types of insurance, including...

  • Auto Insurance Advisor

    12 hours ago

    Penticton, British Columbia, Canada Acera Insurance Full time

    We are seeking a highly motivated Auto Insurance Advisor to join our Penticton office team. As an integral part of our dynamic and growing organization, you will be responsible for providing exceptional customer service and insurance solutions to our valued clients.

  • Insurance Advisor

    4 weeks ago

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

    Job Summary:We are seeking a skilled Client Advisor to join our team in Penticton. As an Auto Insurance Specialist, you will be responsible for advising and explaining insurance policies to our clients, ensuring they have the correct coverage. If you thrive in a fast-paced environment and enjoy helping clients, this role may be for you.Key Responsibilities:-...

  • Insurance Broker Specialist

    7 days ago

    Penticton, British Columbia, Canada Acera Insurance Full time

    Job SummaryWe are currently recruiting for a full-time Client Advisor, Auto Insurance to work in our Penticton office. This role's purpose is to advise, explain, promote and sell insurance policies to ensure Acera clients are correctly insured. If you thrive on a high pace and keeping clients happy while protecting their livelihood, this role is for you.Key...

  • Financial Solutions Advisor

    1 day ago

    Penticton, British Columbia, Canada BMO Full time

    Role OverviewWe are seeking a highly skilled Financial Solutions Advisor to join our team at BMO. As a key member of our retail banking sales and service team, you will play a vital role in delivering exceptional customer experiences and driving business growth.Job DescriptionIn this dynamic role, you will be responsible for providing personalized financial...

  • Financial Services Professional

    3 weeks ago

    Penticton, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a Royal Bank of Canada Financial Advisor, you will build and maintain strong relationships with high-value clients, providing expert advice and guidance to help them achieve their financial goals. You will work closely with clients to understand their needs and develop personalized solutions to meet their...

  • Auto Insurance Advisor

    5 months ago

    Penticton, Canada Johnston Meier Insurance Agencies Group Full time

    **Auto Insurance Advisor Opportunity** **Location**: 414 Ellis St, Penticton, BC, V2A 4M2 **Job Summary** Johnston Meier Insurance has a position available at our Ellis St. office in Penticton for a Licensed Auto Insurance Advisor. If you have great communication and interpersonal skills, a Level 1 License, office experience, and are willing to learn,...

  • Personal Lines Insurance Advisor

    5 months ago

    Penticton, Canada Johnston Meier Insurance Agencies Group Full time

    **Personal Lines Insurance Advisor Downtown Penticton, BC** Location: 257 Martin Street, Penticton, BC **Job Summary** **Responsibilities** - Provide excellent customer service to our clients - New quotes on all Personal Lines types of business - Provide renewal terms and optional quotes - Update evaluators when necessary - Coverage for Auto Insurance...

  • Client Advisor, Auto Insurance

    5 months ago

    Penticton, Canada Acera Insurance Services Ltd. Full time

    We put our people first. As an employer of choice, Acera Insurance, _formerly CapriCMW Insurance,_ offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _ Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ - _ Empowered with a sense of...

  • Associate, Commercial Insurance

    5 months ago

    Penticton, Canada Acera Insurance Ltd Full time

    We put our people first. As an employer of choice, Acera Insurance, formerly CapriCMW Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ - _Empowered with a sense of...

  • Client Advisor, Auto Insurance

    5 months ago

    Penticton, Canada Acera Full time

    Salary: **About Acera Insurance** Acera Insurance is one of the largest independent, employee-controlled brokerages in Canada. With over 60 locations across Alberta, British Columbia, Ontario and the Yukon, and $1 billion in gross written premium, our team provides individuals, families and businesses unbiased insurance and risk management solutions that...

  • Autoplan, Client Advisor

    6 months ago

    Penticton, Canada CapriCMW Full time

    **The Company** CapriCMW is a uniquely independent, employee-owned insurance and risk management company, recognized as one of Canada’s top commercial insurance brokers. With decades of experience and specialized knowledge in local sectors, CapriCMW has served as trusted advisors to businesses and individuals since 1975. We provide general insurance...

  • Automotive Product Advisor

    5 months ago

    Penticton, Canada Penticton Toyota Full time

    Are you a go-getter who loves working with people? Do you have experience working in sales or customer service? We might be looking for you! Penticton Toyota is seeking an ambitious and enterprising individual to join our award-winning team as a Product Advisor. The Product Advisor is responsible for guiding customers through the purchase of new and...

  • Automotive Product Advisor

    5 months ago

    Penticton, Canada Penticton Toyota Full time

    Are you a go-getter who loves working with people? Do you have experience working in sales or customer service? We might be looking for you! Penticton Toyota is seeking an ambitious and enterprising individual to join our award-winning team as a Product Advisor. The Product Advisor is responsible for guiding customers through the purchase of new and...

  • Personal Lines/autoplan Client Advisor

    5 months ago

    Penticton, Canada Acera Full time

    **The Company** CapriCMW is a uniquely independent, employee-owned insurance and risk management company, recognized as one of Canada’s top commercial insurance brokers. With decades of experience and specialized knowledge in local sectors, CapriCMW has served as trusted advisors to businesses and individuals since 1975. We provide general insurance...

  • Financial Advisor

    1 month ago

    Penticton, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals...

  • Client Experience Specialist

    1 month ago

    Penticton, Canada The Canada Life Assurance Company Full time

    Permanent Full Time Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a better business through a remarkable client experience. In November 2023, Canada Life acquired IPC. Canada Life is a member of the Power Financial...

  • Member Service Representative

    5 months ago

    Penticton, Canada BCAA Full time

    Why BCAA? Feel proud of what you do and help shape the future of BC at a BC Top Employer. We’re driven by purpose - delivering peace of mind to one in three BC households with insurance, roadside assistance, auto repair, Evo Car Share and Evolve E-Bike Share. With a long history of keeping roads safe and giving back in ways that build stronger...

  • Territory Manager

    5 months ago

    Penticton, Canada Slimline Manufacturing Full time

    **Join our dynamic team as an Western Account Representative for the revolutionary Turbomist product line! As a Western Territory Manager, your primary responsibility will be to cultivate and strengthen our dealer network across the Western half of North America.** **In this role, you will have the exciting opportunity to provide exceptional value to our...

Insurance Advisor

1 month ago

Penticton, British Columbia, Canada Acera Insurance Full time
Job Title: Client Advisor, Auto Insurance

We are seeking a highly skilled and motivated Client Advisor to join our team in Penticton. As a Client Advisor, you will be responsible for advising, explaining, promoting, and selling insurance policies to ensure our clients are correctly insured.

Key Responsibilities:
  • Provide auto and other types of insurance, including commercial fleet, to our clients
  • Recommend and implement clients' insurance coverages, premiums, and methods of payment
  • Provide information on varying insurance policies, including risk coverages, limitations, and other features
  • Respond to emergencies and assist clients with their claims
  • Process transactions in EPIC, ICBC system, autolink, and private insurers' web portals
  • Complete other duties and tasks as assigned by your team leader
Requirements:
  • Client-focused mindset
  • Ability to work weekends
  • Adaptable and accepting of change
  • Well-developed people and professional communication skills
  • Courteous to clients and co-workers
  • Adhere to the Insurance Council of BC Code of Conduct
  • Preference will be given to candidates with a Level 1 BC General Insurance License
Why Work with Us:

As a valued member of our Acera Insurance family, you will be awarded a competitive annual salary, evaluated on your education, skills, and experience, including:

  • Generous incentives and bonus programs
  • Employee ownership opportunities
  • Life, disability, health, and dental insurance coverage
  • Group RRSP program
  • Employer-matched pension plan
  • Discounts on Acera's services and products
  • Employee Assistance Program
  • Wellness and Lifestyle Spending Accounts
  • Career development through leadership training and learning resources

Acera Insurance is one of the largest independent, employee-controlled brokerages in Canada, with over 60 locations across Alberta, British Columbia, Ontario, and the Yukon. 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.