Client Advisor, Commercial Insurance - Brampton, Canada - Acera Insurance Services Ltd

Acera Insurance Services Ltd

Verified Company

Brampton, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

We put our people first.

As an employer of choice, Acera Insurance, _formerly CCV Insurance & Financial Services/Smith Petrie Carr & Scott Insurance Brokers_, 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 awardwinning network of over 1,000 professionals across Canada and change the way people feel about insurance._

CLIENT ADVISOR, COMMERCIAL INSURANCE

Your knowledge and experience in commercial insurance combined with your attention to detail and customer service focus are the keys to success in the role of _Client Advisor_.

This role is responsible for providing support to the commercial insurance team by processing policy documents, invoicing premiums, preparing cover letters, producing pink cards and certificates of insurance, schedules, claims reporting and maintaining file documentation.

Key responsibilities include, but are not limited to:

Compiling renewal information, negotiating renewal terms, and preparing all other aspects of renewals
Comparing quote options for multiple carriers and presents coverage comparison as needed
Ensuring renewals are completed 60 days in advance
Reviewing policies to identify coverage gaps, makes recommendations based on clients' operations, exposures and need
Maintaining appropriate and clear documentation in agency management systems including policy details, activities and attachments, spreadsheets
Assisting in negotiating renewal terms & developing growth
Clearly understanding how their actions can positively or negatively affect relationship with our customers, carriers, and coworkers
Participating in ongoing scheduled meetings with team to discuss accounts, renewals and day to day service needs and opportunities
Participating in seminars, classes, and webinars for skill and knowledge developments
Other duties and responsibilities as assigned

LOCATION AND STATUS:

Huntsville, ON, Brampton, ON, or Ottawa, ON

Full-time, permanent

QUALIFICATIONS:

3+ years of related and progressive experience in the insurance industry with a strong working knowledge of commercial insurance products
Experience in an insurance brokerage
Experience working with programs is an asset
Minimum of RIBO
CIP designation or CAIB, or working toward is an asset

VALUES & COMPETENCIES:

High degree of professionalism and integrity
Committed to excellence in customer service and builds strong relationships with clients
Skilled user of the Microsoft Office Suite of products
Experience with insurance document management software is an asset
Demonstrated accountability and reliability in the quality and timeliness of work
Flexible and adaptable with proven problemsolving skills
Works well within a team and independently and able to adjust to tight and changing deadlines
Critical thinker with strong attention to details
Acera Insurance is one of the largest independent, employeecontrolled 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._