Insurance Advisor

6 days ago


Kelowna, British Columbia, Canada Acera Insurance Services Ltd. Full time

We are currently seeking a highly skilled Insurance Advisor to join our team at Acera Insurance Services Ltd. in Kelowna, Canada.

Job Summary

The successful candidate will work collaboratively with clients, insurance companies, and colleagues to provide exceptional service and exceed client expectations.

About the Role
  • Process renewals, endorsements, cancellations, changes, and new business to ensure clients are properly insured.
  • Update and maintain automated forms for new business, endorsements, renewal, and claims.
  • Promote and recommend optimal coverage and additional products available to clients.
  • Collect payments from clients in an efficient and timely manner.
  • Provide back-up support to the front desk as needed.
  • Deliver an outstanding client service experience.
Requirements
  • Bachelor's degree in a related field or equivalent experience.
  • Level 1 BC General Insurance License.
  • Minimum 1 year of insurance experience in auto and minimum 2 years of experience in personal lines.
  • Familiarity with Broker Management Systems and various company portals.
  • Strong communication and organizational skills.
Compensation and Benefits

The estimated salary for this position is $52,000 per year, plus quarterly incentives.

Acera Insurance Services Ltd. offers a comprehensive benefits package, including health, dental, and vision coverage, as well as a generous pension plan.


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