Commercial Insurance Advisor

4 weeks ago


Sylvan Lake, Canada Acera Insurance Full time

Job Summary

The Client Advisor plays a key role in delivering exceptional service to Acera clients, working closely with Client Executives to ensure seamless service delivery and administrative support.

Key Responsibilities

  • Develop and execute client service plans to meet their unique needs and expectations.
  • Maintain strong relationships with clients through regular communication and issue resolution.
  • Collaborate with the sales team to ensure effective coordination of administrative and marketing processes.
  • Contribute to team meetings to stay informed on client issues, changing needs, and service plan implementation.
  • Identify client insurance requirements and create proposals that showcase Acera's value proposition.
  • Educate clients on their business risks and insurance coverage to ensure they understand their needs.
  • Support the development of Acera's leadership in the client and insurance industry through professional writing, speaking, and networking engagements.
  • Participate in process improvements and support the implementation of new procedures.

Requirements

  • Support a culture of excellence and continuous learning.
  • Be adaptable and able to work effectively as a team or independently, with a focus on meeting tight deadlines.
  • Maximize efficiencies by leveraging technology, tools, resources, and information.
  • Be a self-guided learner and problem-solver with a focus on real solutions.
  • Hold a Level 2 BC Broker License and have a minimum of 5 years of insurance experience.
  • Have a working knowledge of insurance document management software and be proficient in Microsoft Office.

Acera Insurance is a leading independent, employee-controlled brokerage in Canada, with a strong commitment to diversity and inclusion. We offer a collaborative work environment that combines the strength and expertise of our people to provide greater value, knowledge, and resources to our clients nationwide.



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