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._

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