Client Advisor, Signature Insurance

We put our people first. As an employer of choice, Acera Insurance, formerly CCV Insurance and Financial Services, 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 550 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 1,000 professionals across Canada and change the way people feel about insurance._

**CLIENT ADVISOR, SIGNATURE INSURANCE**

The _Client Advisor, Signature Insurance_ is dedicated to supporting the Signature Client Executive team, your strong customer service skills along with a high attention to detail are the keys to success in this role. This role is responsible for policy changes, quoting, proposal creation, corresponding with underwriters, managing and controlling administrative workflow, verifying and reviewing policy information and documentation for errors, advising brokers of errors and re-quest re-writes from underwriters, monitoring delays in documents to clients (internal or external), calling clients for payment reminders, taking client calls for pink cards, processing changes on broker portals, reviewing renewals and identifying missing coverages and setting up claims and following up with clients/adjustors on the status of claim.

**LOCATION AND STATUS**
- Ottawa, ON or Brampton, ON
- Full-time, permanent

**QUALIFICATIONS**
- 2+ years of related experience in the insurance industry with a strong working knowledge of personal lines products
- Experience servicing Signature Insurance clients would be considered an asset
- RIBO License
- Post-secondary degree/diploma/certificate in Business, Sales/Marketing, Risk Management, or related discipline is an asset
- CIP designation is an asset

**VALUES & COMPETENCIES**
- High degree of professionalism and integrity
- Superior communication skills
- Committed to excellence in customer service and builds strong relationships at all levels
- Self-starter with strong organizational skills
- 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 in order to meet tight deadlines
- Flexible and adaptable with proven problem-solving skills
- Works well within a team and independently
- Critical thinker with high attention to details
- 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 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._

**Benefits**:

- Dental care
- Extended health care
- Paid time off
- Vision care

Schedule:

- Day shift

Application question(s):

- What are your strengths?
- Why are you leaving your present job?

**Experience**:

- Insurance: 2 years (preferred)

Licence/Certification:

- RIBO License (required)
- CIP Designation (preferred)

Work Location: In person