Client Advisor, Personal Insurance - Lake Country, Canada - Acera

Acera

Verified Company

Lake Country, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

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
We are currently recruiting for a full-time Client Advisor, Personal Insurance in our Lake Country location.

The Client Advisor works collaboratively with clients, insurance companies and their Acera Insurance (formerly CapriCMW) team members to exceed client expectations.

This role advises, explains, promotes and sells home and other personal insurance policies to ensure Acera Insurance (formerly CapriCMW) clients are appropriately insured.

Essential Job Functions:

Primary duties include, but are not limited to:

Processing renewals, endorsements, cancellations, changes as well as servicing new walk-in & phone-in business
Updating and maintaining automated forms for new business, endorsements, renewal and claims
Promoting and recommending optimal coverage and additional products available
Collecting payments from clients in an efficient and timely manner
Providing backup support to front desk as necessary
Providing an outstanding client service experience
Reviewing existing client policies and marketing as necessary

Qualifications and Soft Skill Requirements:

Level 1 BC General Insurance License
Previous experience working in Insurance
Clientcentric approach
Strong verbal and written communication
Exceptional organizational skills with the ability to work under pressure
Builds and maintains positive relationships with clients and insurance companies
Courteous and professional manner with clients and coworkers

Why join our team?
As a valued member of our Acera Insurance (formerly CapriCMW) 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
Discounts on Acera's services and products
Employee Assistance Program
Wellness and Lifestyle Spending Accounts
Career development through leadership training and learning resources
And many more

Acera Insurance (formerly CapriCMW) 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 Canada's Best Workplaces in Financial Services and Insurance 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._