Client Advisor, Commercial Insurance

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.

Job Details

Location: Kelowna, Hardy

Pay Range: $50,000-$75,000 plus annual incentives

Status: Full-Time, Permanent

Job Summary 

The Client Advisor assists the Client Executive(s) in providing the highest quality service to Acera clients; mentoring and coordinating the administrative and marketing processes within their sales team

Essential Job Functions  

• Creates & executes client service plans, service deliveries, ensuring commitments are tracked and reported in a unified and meaningful way to the client
• Monitors client satisfaction through maintaining relationships
• Contributes in regular meetings with team to ensure you are up to date on all pending client issues, changing needs, implementing service plans, and other issues
• Fields client communication via snail mail, email, phone and/or face to face and identifies clients' insurance requirements
• Creates proposals for clients and prospective clients that demonstrate Acera's unique approach to mitigating business risk
• Educates clients to ensure they understand their business risks and insurance coverage
• Acera Leader in the client and insurance industry through professional writing, speaking and networking engagements
• Supports processes and procedures and past practices; participates in team meetings
• Advocates for changes and additions to service plans that increase value for clients

Competencies & Qualifications

• Supports a climate in which teams want to do their best
• Adaptable to working effectively as a team or independently with the ability to adjust to tight and changing priorities and deadlines.
• Ability to maximize efficiencies by leveraging technology, tools resources and information
• Self-guided learner & solves problems with real solutions
• Level 2 BC Broker License
• Minimum 8 years of insurance experience
• Working knowledge of insurance document management software
• Previous experience working in EPIC will be considered an asset 
• Skilled user of Microsoft office - Outlook, Word, Excel and PowerPoint

Acera Insurance is the largest independent, employee-controlled brokerage 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.