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Insurance Advisor, Commercial Risk Specialist
2 months ago
Job Summary
The Insurance Advisor assists 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
- Develops and executes client service plans, ensuring commitments are tracked and reported in a unified and meaningful way to the client.
- Monitors client satisfaction through maintaining relationships and identifying areas for improvement.
- Contributes to regular meetings with the team to ensure up-to-date knowledge on pending client issues, changing needs, and implementing service plans.
- Fields client communication 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.
- Advocates for changes and additions to service plans that increase value for clients.
Requirements
- Supports a climate in which teams want to do their best.
- Adaptable to working effectively as a team or independently with the ability to adjust to tight and changing priorities and deadlines.
- Ability to maximize efficiencies by leveraging technology, tools, resources, and information.
- Self-guided learner and solves problems with real solutions.
- Level 2 BC Broker License.
- Minimum 5 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.
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 with 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.
Acera Insurance is an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply.
