Client Advisor, Personal

4 days ago

Richmond Hill, Canada Acera Insurance Services Ltd. Full time

Pacific Insurance Brokers is now part of Acera Insurance._
- As an employer of choice, Acera 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 accountability and autonomy to take ownership of their work._
- _ Treated with respect and act with integrity by putting clients, colleagues, and community first._
- _ Recognized for their achievements and celebrate festivities, big and small, to make work fun._
- We also proudly offer most employees the opportunity to become owners. With over 650 employee owners, Acera Insurance is the only Canadian brokerage that is widely owned by its employees. Our employee owners have a vested interest and get to share in Acera Insurance’s success — which they make possible._
- Join our award-winning network of over 1,200 professionals across Canada and change the way people feel about insurance._

**CLIENT ADVISOR, PERSONAL & COMMERCIAL INSURANCE**

The _Client Advisor, Personal & Commercial Insurance _is dedicated to servicing the needs of our personal and commercial insurance clientele. In addition, they successfully manage and grow a specific book of business. Other duties include, but are not limited to, reviewing existing policy renewals, file reviews, cross-selling our products and services, facilitating policy changes, claims reporting and advocacy.

**LOCATION AND STATUS**
- Richmond Hill, ON
- Full-time, permanent

**QUALIFICATIONS**
- 3+ years of related experience in the insurance industry with a strong working knowledge of personal and commercial insurance products
- RIBO license required
- CIP designation or working towards this is considered an asset
- Fluency in Cantonese and/or Vietnamese is preferred
- Post-secondary degree/diploma/certificate in Business, Sales/Marketing, Risk Management or related discipline or an equivalent amount of relevant experience in a similar role considered an asset

**VALUES & COMPETENCIES**
- A high degree of professionalism and integrity
- Superior verbal and written communication skills
- Committed to excellence in customer service and builds a strong relationship at all levels
- Skilled user of the Microsoft Office Suite of products
- Familiar with insurance customer relationship software
- Demonstrated accountability and reliability in the quality and timeliness of work
- Able to prioritize in a busy environment to meet tight deadlines
- Flexible and adaptable with proven problem-solving skills
- Works well within a team and independently
- Critical thinker with attention to detail
- Pacific Insurance Brokers joined Acera Insurance in August 2024._
- Acera Insurance is the largest independent, employee-controlled brokerages in Canada. With over 60 locations across British Columbia, Alberta, Ontario, Nova Scotia, and the Yukon, and $1.3 billion in gross written premium, our team provides 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, 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._

  • Client Advisor, Personal

    2 weeks ago

    Richmond Hill, Canada Pacific Insurance Broker Inc. Full time

    _Pacific Insurance Brokers is now part of Acera Insurance._ - As an employer of choice, Acera 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...

  • Client Advisor, Commercial Insurance

    8 hours ago

    Richmond Hill, Canada Acera Insurance Services Ltd. Full time

    Pacific Insurance Broker is now part of Acera Insurance._ - As an employer of choice, Acera 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...

  • Personal Insurance Advisor

    2 weeks ago

    Richmond Hill, Canada BrokerLink Full time

    Job Details Description Being a part of Deeks Insurance (owned by BrokerLink), means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence, and always treat others with generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment...

  • Client-Focused Banking Advisor

    7 days ago

    Richmond Hill, Canada RBC Full time

    A leading bank in Richmond Hill is seeking a Banking Advisor to leverage client-focused sales skills and problem-solving abilities. The ideal candidate will facilitate everyday banking, investment needs, and drive client satisfaction through proactive engagement and education. This full-time position offers opportunities for career advancement and valuable...

  • Client Advisor

    6 days ago

    Richmond Hill, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** At RBC, we fundamentally believe that in order to stay connected with our customers and maintain relevance, we need to reimagine the role we play in our clients’ lives, adding value in the moments that matter. We value each person’s unique customer service style and encourage you to bring your best to our...

  • Client Advisor, Commercial Insurance, New Business

    8 hours ago

    Richmond Hill, Canada Acera Insurance Services Ltd. Full time

    Pacific Insurance Brokers is now part of Acera Insurance._ - As an employer of choice, Acera 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...

  • SUN LIFE FINANCIAL ADVISOR

    1 week ago

    Richmond Hill, Canada Sun Life Financial Full time

    SUN LIFE FINANCIAL ADVISOR Location: Richmond Hill, Ontario Time Type: Full time Posted on: Posted 2 Days Ago Job Requisition ID: JR00034443 You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who...

  • Financial Advisor | Client Growth

    7 days ago

    Richmond, Canada CIBC Full time

    A leading financial institution in Metro Vancouver is looking for a Financial Advisor to manage client portfolios and provide personalized financial advice. You will engage with clients, develop business strategies, and participate in community initiatives to enhance brand visibility. The ideal candidate should have relevant certifications, experience, and a...

  • Temporary Beauty Advisor

    2 days ago

    Richmond Hill, Canada Sephora Full time

    **Job ID**: 255039 **Location**: ON-Hillcrest (0856) **Address**: 9350 Yonge St Suite B021, Richmond Hill, ON L4C 5G2, Canada (CA) **Full Time/Part Time**: Part Time **Position Type**: Temporary **Who we are behind the stripes**: Sephora has been changing the face of prestige cosmetics since its debut in 1970s Paris. Sephora was acquired by luxury group...

  • SUN LIFE FINANCIAL ADVISOR

    1 week ago

    Richmond Hill, Canada Sun Life Full time

    Join to apply for the SUN LIFE FINANCIAL ADVISOR role at Sun LifeJoin to apply for the SUN LIFE FINANCIAL ADVISOR role at Sun LifeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to...