Client Advisor, Commercial Insurance

Acera Insurance Services Ltd.; Kamloops; On-site; CAD 85,000 - 90,000; Full time

Job summary

Acera Insurance Services Ltd. is seeking a Client Advisor to assist in providing top-notch service to clients and mentoring their sales team. This role requires a minimum of 5 years of insurance experience and a Level 2 BC Broker License.

The Client Advisor will create and execute service plans, monitor client satisfaction, and educate clients about their insurance needs. Proficient use of Microsoft Office is essential. Acera promotes diversity in the workplace and encourages qualified individuals to apply.

Qualifications

• Minimum 5 years of insurance experience.
• Supports a climate where teams strive for their best.
• Ability to work independently or collaboratively.

Responsibilities

• Assist Client Executive(s) in delivering quality service.
• Create and execute client service plans.
• Monitor client satisfaction and maintain relationships.
• Educate clients about business risks and coverage.

Skills

Teamwork

Adaptability

Insurance knowledge

Technology utilization

Problem-solving

Education

Level 2 BC Broker License

Insurance experience

Tools

Insurance document management software

Microsoft Office: Outlook, Word, Excel, PowerPoint

Job description

Pay Range: Acera’s total compensation offerings are based on pay for performance that recognizes exceptional individual and company performance. The typical hiring range for this position is from $85,000 - $90,000 CAD annually; the pay offering is based on location and will vary depending on related education, insurance experience, proven knowledge, skills, and internal equity.

Job Summary

The 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 2 BC Broker License.
• Minimum 5 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.

Acera Insuranceis an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply.