Insurance Advisor
6 days ago
We are currently seeking a highly skilled Insurance Advisor to join our team at Acera Insurance Services Ltd. in Kelowna, Canada.
Job SummaryThe 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.
- 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.
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.
-
Insurance Broker
1 month ago
Kelowna, British Columbia, Canada Acera Insurance Services Ltd. Full timeKey Responsibilities:We're looking for a highly skilled Insurance Broker to join our team at Acera Insurance Services Ltd.• Collaborate with our Sales team and Underwriters to market a variety of Commercial accounts.• Ensure accurate processing and receipt of policy documentation.• Stay informed on industry changes by attending training and other...
-
Senior Insurance Risk Consultant
3 weeks ago
Kelowna, British Columbia, Canada Acera Insurance Services Ltd. Full timeSenior Insurance Risk ConsultantWe are seeking a seasoned Senior Client Advisor to join our team at Acera Insurance Services Ltd.About the CompanyAcera Insurance is the largest independent, employee-controlled brokerages in Canada. With over 1,200 professionals across Canada, we provide individuals, families, and businesses with unbiased insurance and risk...
-
Senior Insurance Professional
3 weeks ago
Kelowna, British Columbia, Canada Johnston Meier Insurance Agencies Group Full timeWe are seeking a talented and driven individual to join our team as a Personal Lines Advisor at our Kelowna office in Rutland. If you have a General Insurance Level 2 License and at least one year of insurance office experience, we would like to hear from you.Job Description:Provide exceptional customer service to our clientsOffer new quotes on all Personal...
-
Insurance Support Professional
3 weeks ago
Kelowna, British Columbia, Canada Acera Insurance Services Ltd. Full timeAt Acera Insurance Services Ltd., we pride ourselves on being an employer of choice, offering a dynamic work environment that fosters growth and development for all employees. We treat our staff with respect and encourage them to act with integrity, prioritizing the needs of clients, colleagues, and the community.We are recognized for our achievements and...
-
Agriculture Insurance Support Specialist
5 days ago
Kelowna, British Columbia, Canada Acera Insurance Services Ltd. Full timeAbout Acera Insurance Services Ltd.As an esteemed employer of choice, Acera Insurance offers a distinguished workplace and employee culture that fosters valuable opportunities for all employees. Treated with respect and integrity by prioritizing clients, colleagues, and community needs. Recognized for achievements and celebrated festivities to make work...
-
Senior Insurance Risk Consultant
3 weeks ago
Kelowna, British Columbia, Canada Acera Insurance Services Ltd. Full timeAbout Acera InsuranceAs a leading insurance broker, Acera Insurance Services Ltd. is dedicated to providing unparalleled service and expertise to our clients.We take pride in our collaborative work structure, which combines the strength and expertise of our people to offer greater value, knowledge, and resources to our personal and commercial clients...
-
Commercial Insurance Support Specialist
3 weeks ago
Kelowna, British Columbia, Canada Acera Insurance Services Ltd. Full timeWe're committed to putting our people first at Acera Insurance. As an employer of choice, we offer a workplace and employee culture that creates valuable opportunities for all employees.Our PeopleWe encourage our team members to challenge the status quo and continuously learn in their commitment to excellence. We empower them with accountability and autonomy...
-
Strategic Risk Mitigator
5 days ago
Kelowna, British Columbia, Canada Acera Insurance Services Ltd. Full timeAcera Insurance Services Ltd. is the largest independent, employee-controlled brokerages in Canada.About UsWe provide individuals, families and businesses 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,...
-
Wealth Creation Strategist
5 days ago
Kelowna, British Columbia, Canada Royal Bank of Canada Full timeInvestment Advisor OpportunityAre you a driven professional seeking a challenging role where you can help your clients achieve their financial goals? As an Investment Advisor at RBC Dominion Securities, you will have the opportunity to build and maintain relationships with high-net-worth individuals, families, and business owners.About the RoleThis is a...
-
Practice Director
1 month ago
Kelowna, British Columbia, Canada IG Wealth Management Full timeUnlock Your Leadership PotentialIn this esteemed Division Manager role with IG Wealth Management, you will lead and motivate a team as part of the leadership team. Providing strategic direction for the region, you will have the unique opportunity to build a financial planning practice while working in an entrepreneurial environment.About the OpportunityThe...
-
Lead Financial Solutions Expert
3 weeks ago
Kelowna, British Columbia, Canada Royal Bank of Canada Full timeUnlock Your Potential as a Financial Solutions ExpertWe are seeking an experienced and results-driven Financial Solutions Expert to join our team at Royal Bank of Canada.About the RoleThis is a full-time opportunity for a seasoned professional who can thrive in a fast-paced environment and provide exceptional service to our clients.Job Description:Company...
-
Insurance Advisor
6 months ago
Kelowna, Canada Westland Insurance Ltd. Full timeWe’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our Carrington Road office in Kelowna, BC. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking...
-
Trainee - Insurance Advisor
6 months ago
Kelowna, Canada Westland Insurance Ltd. Full timeWe’re searching for a Trainee - Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd has an exciting opportunity for a Trainee - Insurance Advisor at our Kelowna, BC location on Carrington Road. Do you love to provide exceptional client service? If so, you will love working for Westland! We are looking for a career...
-
Trainee - Insurance Advisor
6 months ago
West Kelowna, Canada Westland Insurance Ltd. Full timeWe’re searching for a Trainee - Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd has an exciting opportunity for a Trainee - Insurance Advisor at our Westbank, BC location on Carrington Road. Do you love to provide exceptional client service? If so, you will love working for Westland! We are looking for a career...
-
Client Advisor, Personal Insurance
6 months ago
Kelowna, Canada Acera Insurance Ltd Full timeWe put our people first. As an employer of choice, Acera Insurance, formerly CapriCMW Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ - _Empowered with a sense of...
-
Commercial Insurance Advisor
3 weeks ago
Kelowna, Canada Johnston Meier Insurance Agencies Group Full timep>Personal Lines Insurance Advisor Opportunity - January 2025 Johnston Meier Insurance has an exciting position available for a Personal Lines Advisor, at our newest Kelowna office in Rutland, opening January 2025. If you have a General Insurance Level 2 License and at least one year of insurance office experience, we'd like to hear from you.Provide...
-
Client Advisor, Personal Insurance
6 months ago
Kelowna, Canada Acera Insurance Services Ltd. Full timeWe put our people first. As an employer of choice, Acera Insurance, _formerly CapriCMW Insurance,_ offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _ Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ - _ Empowered with a sense of...
-
Commercial Insurance Advisor
7 months ago
Kelowna, Canada Interior Savings Full time**_Looking for the flexibility to spend some time working from your home office? This position is available for hybrid work. Successful applicant will reside in Kelowna or Kamloops as travel will be required within the region._** As a Commercial Insurance Advisor your professionalism, relationship building and networking skills, as well as your curiosity...
-
Client Advisor, Commercial Insurance
6 months ago
Kelowna, Canada Acera Insurance Services Ltd. Full timeWe put our people first. As an employer of choice, Acera Insurance, _formerly CapriCMW Insurance,_ offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _ Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ - _ Empowered with a sense of...
-
Mobile Client Advisor, Auto Insurance
6 months ago
Kelowna, Canada Acera Insurance Services Ltd. Full timeWe put our people first. As an employer of choice, Acera Insurance, _formerly CapriCMW Insurance,_ offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _ Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ - _ Empowered with a sense of...
-
Wealth Advisor
7 months ago
Kelowna, Canada Nicola Wealth Full timeAt Nicola Wealth, our clients deserve the best. The same goes for our people. By bringing together smart, dedicated, high calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepreneurial spirit on which we were founded provides the opportunity for our...
-
Service Advisor
6 months ago
Kelowna, Canada BCAA Full timeWhy BCAA? Feel proud of what you do and help shape the future of BC at a BC Top Employer. We’re driven by purpose - delivering peace of mind to one in three BC households with insurance, roadside assistance, auto repair, Evo Car Share and Evolve E-Bike Share. With a long history of keeping roads safe and giving back in ways that build stronger...
-
Automotive Service Advisor
6 months ago
Kelowna, Canada Kelowna Subaru Full timeWe're looking for someone who is passionate about delivering an exceptional customer experience to join our growing team as a Service Advisor. You will play a key roll in fostering relationships with Dealership customers. **Your Key Responsibilities** - Providing exceptional customer service to our valued clients by exceeding their needs and expectations. -...
-
Employee Benefits Consultant
6 months ago
Kelowna, Canada Acera Insurance Services Ltd. Full timeWe put our people first. As an employer of choice, Acera Insurance, _formerly Rogers Insurance/A-WIN Insurance/CCV Insurance & Financial Services/Sylvan Agencies/Smith Petrie Carr & Scott Insurance Brokers/Megson FitzPatrick Insurance,_ offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people...
-
Automotive Service Advisor
6 months ago
Kelowna, Canada Europro Autohaus Full timeEuropro Autohaus and ValleyPro Autohouse Employment Type: Full-time Career Opportunity: Service Advisor Reports to: Shop Owner and Service Manager We are currently looking for an experienced Service Advisor to join our busy team to maintain, manage and organize our customer accounts. The Purpose & Objective: The Service Advisor role is prime to the...
-
Strategic Business Advisor
6 months ago
Kelowna, Canada Interior Health Authority Full timeInterior Health is hiring a full-time term-specific **Strategic Business Advisor**. This is a great opportunity to join a dynamic team responsible for physician compensation within an amazing team-based environment. This position end date is approximately **November 2026** or return of incumbent, and has the **flexibility of being located anywhere within...
-
Strategic Business Advisor
3 weeks ago
Kelowna, Canada Interior Health Authority Full timePosition Summary Interior Health is hiring two Term Specific full-time Strategic Business Advisors who are passionate about making a difference in healthcare. One position is for one year and the second position is until December 10, 2025 or return of incumbent. Location: This position is flexible within the Interior Health Region. What we offer: •...
-
Advisor Workplace Safety Strategy
6 months ago
Kelowna, Canada Interior Health Authority Full timeInterior Health is hiring a Permanent Full Time **Advisor | Workplace Safety Strategy **to join our team! **What we offer**: - An attractive remuneration package - Excellent career prospects - Employer paid training/education - Employer paid vacation starting at 4 weeks (20 days) - Medical Service Plan - Employer paid insurance premiums - Extended Health &...
-
Freedom of Information Advisor
7 days ago
Kelowna, Canada Interior Health Authority Full time $38 - $53Interior Health is hiring a permanent part-time Freedom of Information Advisor who is passionate about making a difference in healthcare.What we offer:An attractive remuneration packageExcellent career prospectsEmployer paid training/educationEmployer paid vacationEmployer paid insurance premiumsExtended Health & Dental coverageWork-life balanceMay be...
-
Strategic Business Advisor
3 weeks ago
Kelowna, Canada Interior Health Authority Full timePosition Summary Interior Health is hiring two Term Specific full-timeStrategic Business Advisorswho are passionate about making a difference in healthcare.One position is for one year and the second position is until December 10, 2025 or return of incumbent.Location: This position is flexible within the Interior Health Region.What we offer:• An attractive...
-
Senior Financial Advisor
2 months ago
Kelowna, Canada Envision Financial Full timeWe are currently seeking a Senior Financial Advisor to join our team in Kelowna within our Valley First division. The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior Financial Advisor identifies member life stage cycle and...