- 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 internal client communication via mail, email, phone and/or face to face and identifies clients insurance requirements
- Ability to build relationships with clients which instills confidence
- Complete documents with all required details in a professional well written format
- 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
- Analytical and not afraid of numbers
- Supports a climate in which teams want to do their best
- Proven ability to successfully work in a changing environment
- 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 BC General Insurance License
- Working knowledge of insurance document management software (EPIC) & Policy works
- Skilled user of Microsoft office - Outlook, Word, Excel and Powerpoint
- Generous incentives and bonus programs
- Employee ownership opportunities
- Life, disability, health, and dental insurance coverage
- Group RRSP program
- Employer-matched 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
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Associate, Commercial Insurance, Surety - Kelowna, Canada - CapriCMW
Description
About Acera Insurance
Acera Insurance is one of the largest independent, employee-controlled brokerages in Canada. With over locations across Alberta, British Columbia, Ontario and the Yukon, and $ 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 Status
Status:Full-Time
Pay Range:$, - $, per year, plus annual incentive
Location: Kelowna, Hardy
Job Purpose:
We are currently recruiting for a Commercial Client Advisor to join our bonding and surety team. A Commercial Client Advisor builds effective relationships with clients, insurance companies and their Acera team to bring measurable value to our clients. The ideal candidate will have a solid understanding of excellent service when analyzing a client's needs.
Primary duties include, but not limited to, the following:
Competencies & Qualifications:
Why join our team?
As a valued member of our Acera Insurance family, you will be awarded a competitive annual salary, evaluated on your education, skills, and experience, including:
