Client Advisor, Commercial Insurance

Acera Insurance Services Ltd.; Calgary; Hybrid; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Employee ownership program

Job summary

Acera Insurance Services Ltd. in Calgary is seeking a Client Advisor, Commercial Insurance to support the Commercial Team. You will prepare broking submissions, develop client proposals, conduct MSA Reviews, and manage day-to-day client communications.

The role requires 5+ years in insurance, experience in an insurance brokerage, and CIP or CAIB designation (or working toward). Proficiency with Microsoft Office and insurance document management software is an asset.

Qualifications

• 5+ years of related and progressive experience in the insurance industry with a strong working knowledge of Commercial Insurance products.
• Experience in an insurance brokerage
• CIP or CAIB designation, or working towards is considered an asset

Responsibilities

• Prepare broking submissions and develop client proposals.
• Conduct MSA Reviews and manage day-to-day client communications.
• Issue certificates of insurance and review and processing policy documentation.
• Process premium invoicing, produce pink cards, claims reporting, and maintain client schedules and file documentation.

Skills

Microsoft Office

Education

CIP or CAIB designation

Tools

Insurance document management software

Microsoft Office Suite

Job description

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We put our people first. As an employer of choice, Acera Insurance, 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 700 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 award-winning network of over 1,300 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, Commercial Insurance. Key responsibilities of this role include providing support to the Commercial Team by preparing broking submissions, developing client proposals, conducting MSA Reviews, and managing day-to-day client communications. Other tasks you would be responsible for is the issuance of certificates of insurance, review and processing policy documentation, premium invoicing, producing pink cards, claims reporting, and maintenance of client schedules and file documentation.

LOCATION AND STATUS

• Full-time, permanent

QUALIFICATIONS

• 5+ years of related and progressive experience in the insurance industry with a strong working knowledge of Commercial Insurance products
• Experience in an insurance brokerage
• CIP or CAIB designation, or working towards is considered 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 problem-solving 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 the largest independent, employee-controlled brokerage in Canada. We are proudly 100% Canadian owned and operated. With over 70 locations across British Columbia, Alberta, Saskatchewan, Ontario, Nova Scotia, and the Yukon, $1.4 billion in gross written premium, and $1.3 billion group retirement savings assets under management, 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 Insuranceis an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply.