Insurance Advisor

1 month ago

Edmonton, Alberta, Canada Acera Insurance Full time
Client Advisor, Commercial Insurance

We are seeking a highly skilled and experienced Client Advisor to join our team at Acera Insurance. As a Client Advisor, you will play a critical role in providing exceptional service to our clients, mentoring and coordinating administrative and marketing processes within your sales team.

Key Responsibilities:
  • Develop and execute client service plans to ensure commitments are tracked and reported in a unified and meaningful way to the client.
  • Monitor client satisfaction through regular communication and relationship-building.
  • Contribute to team meetings to ensure you are up-to-date on all pending client issues, changing needs, and implementing service plans.
  • Field client communication via various channels and identify clients' insurance requirements.
  • Create proposals for clients and prospective clients that demonstrate Acera's unique approach to mitigating business risk.
  • Educate clients on their business risks and insurance coverage.
  • Support processes and procedures, participate in team meetings, and advocate for changes and additions to service plans that increase value for clients.
Requirements:
  • Support a climate in which teams want to do their best.
  • Be adaptable to working effectively as a team or independently with the ability to adjust to tight and changing priorities and deadlines.
  • Maximize efficiencies by leveraging technology, tools, resources, and information.
  • Be a self-guided learner and solve problems with real solutions.
  • Hold a Level 2 BC Broker License.
  • Have a minimum of 5 years of insurance experience.
  • Have a working knowledge of insurance document management software.
  • Previous experience working in EPIC will be considered an asset.
  • Be a skilled user of Microsoft Office - Outlook, Word, Excel, and PowerPoint.

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.

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