Client Advisor, Commercial Insurance - Kamloops, Canada - Acera

Acera

Verified Company

Kamloops, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

The Company

Acera Insurance is one of Canada's largest independent insurance brokerages, formed through the merger of two award-winning, locally and employee-owned companies - CapriCMW and Rogers Insurance Group of Companies.

Our roots serving local communities across Canada dates back to 1975.

This merger brought together decades of experience in insurance, risk management and group benefits and specialized expertise across a broad spectrum of sectors.

With 1,000 employees located in over 50 offices and $1 billion in gross written premium, Acera Insurance is positioned to bring even more value to our clients and local communities as we expand our geographic footprint, expertise and resources to support the changing needs of our clients.

Job Summary
The Client Advisor, Commercial Insurance assists the Client Executive(s) in providing the highest quality service to 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 unique approach to mitigating business risk
Educates clients to ensure they understand their business risks and insurance coverage
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
Selfguided learner & solves problems with real solutions
Level 2 BC Broker License
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 our Acera Insurance (formerly CapriCMW) family, you will be awarded
a competitive annual salary, evaluated on your education, skills, and experience, including: