Client Advisor, Commercial Insurance, Real Estate - Burnaby, Canada - Acera

Acera

Verified Company

Burnaby, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Salary:

About Acera Insurance
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.

Job Summary
The Client Advisor, Commercial Insurance, Real Estate 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
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

Marketing Administrative Support (within the Team)

New and Renewal Business
Policy Changes and Certificates
Process policy change and certificate requests with guidance from CSM as needed
Complete the policy change process with guidance CSM as needed

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
Selfguided learner & solves problems with real solutions
Level 2 BC Broker License
Fluent in Mandarin & English
Minimum 5 years in similar role, with extensive marketing/support experience in large commercial placements
Working knowledge of insurance document management software
Skilled user of Microsoft office
Outlook, Word, Excel and Powerpoint

Why Join Our Team?
As a valued member of the Acera Insurance family, you will be awarded a competitive annual salary, evaluated on your education, skills, and experience, including:

Generous incentives and bonus programs
Employee ownership opportunities
Life, disability, health, and dental insurance coverage
Group RRSP program
Employermatched pension plan
Employee Assistance Program
Wellness and Lifestyle Spending Accounts
Career development through leadership training and learning resources
And many more

Acera offers a fun, collaborative work environment with lots of opportunity for long-term professional and personal growth.

As an independent, employee-owned company, we are proud to be named one of the Best Workplaces in Canada by Great Place to Work.

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._