Insurance Advisor

2 months ago


Ottawa, Ontario, Canada Acera Insurance Full time
Client Advisor, Personal Insurance

We are seeking a highly skilled and motivated Client Advisor to join our team at Acera Insurance. As a Client Advisor, you will work collaboratively with clients, insurance companies, and our team members to exceed client expectations.

Key Responsibilities:
  • Process renewals, endorsements, cancellations, and changes, as well as service new walk-in and phone-in 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 1 BC General Insurance License.
  • Previous experience working in insurance.
  • 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.

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 with unbiased insurance and risk management solutions that have a distinct Canadian perspective.

We are an equal opportunity employer and are committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply.


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