Client Advisor, Commercial Insurance, Small Business

We put our people first. 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, COMMERCIAL INSURANCE, SMALL**BUSINESS**:
Acera is looking for an ambitious, engaging, and experienced _Client Advisor _to join our IBU team. As our _Client Advisor_, you will have the overall responsibility for maintaining and growing a book of small business of accounts ranging up to $10,000 in premium.

**MAIN**RESPONSIBILITES**:

- Manage and service a book of commercial clients mainly focused on non-profits; professionals and technology risks
- Grow existing book of business by taking trade off from CE's as required and through organic growth;
- Manage the Pre-renewal and renewal process, including any remarketing efforts
- Follow workflows and ensure correspondence in accounts is kept clear and up to date
- Participate in the claims process;
- Responsible for the books accounts receivables ;
- Participate in up-sell and cross-sell initiatives to grow business;
- Assist the new business team as required;
- Works effectively and efficiently in our Broker Management System;
- Maintain a high level of customer service standards using our core values as the foundation of your service - Commit to Excellence, Take Ownership, Put People First, Make Work Fun
- All other duties as directed by management.

**LOCATION AND**STATUS**:

- Victoria, BC
- Permanent, full-time employment (35 hrs/week)
- Hours: Monday-Friday 9am - 5pm, In-Office
- Compensation: The pay offering is based on location and will vary depending on related education, client service experience, proven knowledge, skills, and internal equirty. The typical pay range for this role is $55,000 - $80,000

**QUALIFICATIONS**:

- Minimum Level 2 license;
- Minimum 2 years of Commercial Insurance experience;
- CAIB and/or CIP designation or on an education plan;
- Strong Initiative;
- Excellent communication skills
- 100% client focused and service oriented;
- Excellent organization skills;
- High level of follow-up and follow-through;
- Excellent time management.

**VALUES &**COMPETENCIES**:

- High degree of professionalism and integrity;
- Exceptional interpersonal skills;
- Willingness to coach and be coached;
- Excellent organization skills;
- Good judgement and decision-making skills;
- Works well within a team and independently;
- Excellent written and verbal communication skills;
- Flexible and adaptable with proven problem-solving skills;
- Competitive and sales motivated by nature;
- 100% client focused and service oriented;
- High level of follow-up and follow-through;
- Demonstrates initiative, self-management and a desire to learn and grow.
- Excellent time management;
- Acera Insurance is the largest independent, employee-controlled brokerage in Canada. We are proudly 100% Canadian owned and operated. With over 60 locations across British Columbia, Alberta, Saskatchewan, 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._