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Kelowna

    Client Advisor, Commercial Insurance - Kelowna, Canada - CapriCMW

    CapriCMW
    CapriCMW Kelowna, Canada

    1 week ago

    Default job background
    Full time
    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.

    Location and status

  • Kelowna, Hardy
  • Full-time, permanent

    • Job Summary

    The Senior Client Advisor 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
  • Fields client communication via snail mail, email, phone and/or face to face and identifies clients' insurance requirements
  • 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

    • 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
  • Self-guided learner & solves problems with real solutions
  • Level BC Broker License
  • Minimum years of insurance experience
  • Working knowledge of insurance document management software
  • Previous experience working in EPIC will be considered an asset
  • Skilled user of Microsoft office - Outlook, Word, Excel and PowerPoint

    • 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:

  • 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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