Autoplan, Client Advisor

**The Company**

Acera Insurance is one of Canada’s largest independent insurance brokerages, formed through the merger of two award-winning, locally and employee-owned companies - CapriCMW and Rogers Insurance Group of Companies. Our roots serving local communities across Canada dates back to 1975. This merger brought together decades of experience in insurance, risk management and group benefits and specialized expertise across a broad spectrum of sectors. With 1,000 employees located in over 50 offices and $1 billion in gross written premium, Acera Insurance is positioned to bring even more value to our clients and local communities as we expand our geographic footprint, expertise and resources to support the changing needs of our clients.

**We Are Growing**

CapriCMW has recently merged with Rogers Insurance and will be known as Acera Insurance. The merger combines the strength and stability of two award-winning independent and employee-controlled companies, consolidating a wide range of professional expertise and decades of experience in insurance, risk management and group benefits. With 1,000 employees located in over 50 offices across Alberta, BC, Ontario and the Yukon, along with $1 billion in gross written premium, we’re positioned to be a leading national insurance brokerage with deep roots in the local communities which we continue to serve.

**Job Summary**

We are currently recruiting for an Autoplan Client Advisor to work in our Kelowna Powick office. This role’s purpose is to advise, explain, promote and sell insurance policies to ensure Acera, formerly CapriCMW clients are correctly insured. If you thrive on a high pace and keeping clients happy while protecting their livelihood, this role is for you.

**You will use your expertise to**:

- Provide auto and other types of insurance, including commercial fleet, to our clients
- Recommend and implement clients' insurance coverages, premiums and methods of payment
- Provide information on varying insurance policies, including risk coverages, limitations and other features
- Respond to emergencies and assist clients with their claims
- Process transactions in EPIC, ICBC system, autolink and private insurers web portals
- Complete others duties and tasks as assigned by your team leader

**We would like to hear from you if you have**:
**Must-haves (Minimum Requirements)**
- Client focused mindset
- The ability to work weekends
- Adaptable and accepting of change
- Well-developed people and professional communication skills
- Courteous to clients and co-workers
- Adhere to the Insurance Council of BC Code of Conduct
- A Level 1 BC General Insurance License
- Previous Insurance experience is required for this role

**Why Join our Team?**

As a valued member of the Acera, formerly CapriCMW family, you will be awarded **a competitive annual salary,** evaluated on your education, skills, and experience**,** including:

- Generous incentives and bonus programs
- Employee ownership opportunities
- Life, disability, health, and dental insurance coverage
- Group RRSP program
- Employer-matched pension plan
- Discounts on CapriCMW's services and products
- Employee Assistance Program
- Wellness and Lifestyle Spending Accounts
- Career development through leadership training and learning resources
- Be a part of an award-winning network of 500+ professionals in 17 offices across BC, Yukon, and Ontario
- And many more

Acera, formerly CapriCMW offers a fun, collaborative work environment with lots of opportunity for long-term professional and personal growth. As an independent, employee-owned company, we are proud to be named one of the Best Workplaces in Canada by Great Place to Work®.