Client Advisor, Personal Insurance
2 weeks ago
We put our people first. As an employer of choice, Acera Insurance, formerly _CCV Insurance & 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._
**Client Advisor, Personal Insurance**
The _Client Advisor, Personal Insurance_ is dedicated to servicing the needs of our personal lines clientele. In addition, they will successfully manage and grow a specific book of business. Other duties include, but are note limited to, facilitating policy changes, claims reporting and advocacy, reviewing existing renewals, generating new business, file reviews, and cross-selling of our products and services.
**QUALIFICATIONS**
- 2+ years of related experience in insurance industry with a strong working knowledge of personal lines products
- RIBO Insurance License
- Post-secondary degree/diploma/certificate in Business, Sales/Marketing, Risk Management or related discipline is an asset
- CAIB or CIP designation, or working towards is considered 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
- 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 attention to detail
- 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._
**Job Types**: Full-time, Permanent
**Benefits**:
- Dental care
- Extended health care
- Vision care
Schedule:
- Monday to Friday
Application question(s):
- What are your strengths?
- Why are you leaving your present job?
**Education**:
- Bachelor's Degree (preferred)
**Experience**:
- Insurance: 2 years (preferred)
Licence/Certification:
- RIBO License (preferred)
- CAIB/CIP Designation (preferred)
Work Location: In person
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