Insurance Advisor
2 months ago
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.
- 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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