Insurance Advisor

2 months ago


Ottawa, Ontario, Canada Acera Insurance Full time

Job Summary

We are seeking a highly skilled and motivated Insurance Advisor to join our team at Acera Insurance. As an Insurance 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.

Requirements:

  • 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.

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 Culture

We value our employees and strive to create a positive and inclusive work environment. We believe in empowering our employees to take ownership of their work and providing them with the tools and resources they need to succeed.


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