Client Advisor, Commercial Insurance

Acera Insurance Services Ltd.; Stettler; On-site; CAD 50,000 - 90,000; Full time

Job summary

An established industry player seeks a detail-oriented Client Advisor for their Commercial Insurance team. This exciting role involves processing policy documents, managing invoicing, and preparing essential insurance documentation. The ideal candidate will bring at least 2 years of experience in the insurance sector, particularly in commercial insurance, and a commitment to delivering exceptional customer service. Join a leading independent brokerage that values integrity and professionalism, and be part of a collaborative team dedicated to providing tailored insurance solutions across Canada. Embrace the opportunity to grow your career in a supportive and dynamic environment.

Qualifications

• Mindestens 2 Jahre Erfahrung in der Versicherungsbranche, insbesondere im Bereich kommerzielle Versicherungen.
• Starke Kenntnisse im Bereich kommerzieller Auto- und Sachversicherungen.

Responsibilities

• Unterstützung des Teams durch Bearbeitung von Policendokumenten und Rechnungsstellung.
• Vorbereitung von Deckungsbriefen und Berichterstattung über Ansprüche.

Skills

Kundenservice

Detailorientierung

Problemlösungsfähigkeiten

Teamarbeit

Kritisches Denken

Education

CIP oder CAIB Designation

2+ Jahre Erfahrung in der Versicherungsbranche

Tools

Microsoft Office Suite

Epic Software

Job description

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. This role is responsible for providing support to the commercial insurance team by processing policy documents, invoicing premiums, preparing cover letters, producing pink cards and certificates of insurance, schedules, claims reporting and maintaining file documentation.

LOCATION AND STATUS

1. Stettler, AB
2. Full-time, permanent

QUALIFICATIONS

1. 2+ years of insurance industry experience, including commercial insurance experience, preferably managing a book of business.
2. Strong working knowledge of commercial auto and property/casualty insurance.
3. Experience in an insurance brokerage is an asset.
4. CIP or CAIB designation, or working towards it, is considered an asset.

VALUES & COMPETENCIES

1. High degree of professionalism and integrity.
2. Committed to excellence in customer service and builds strong relationships with clients.
3. Skilled user of the Microsoft Office Suite of products.
4. Experience with Epic software is considered an asset.
5. Demonstrated accountability and reliability in the quality and timeliness of work.
6. Flexible and adaptable with proven problem-solving skills.
7. Works well within a team and independently and able to adjust to tight and changing deadlines.
8. Critical thinker with strong attention to detail.

Acera Insurance is the largest independent, employee-controlled brokerage in Canada. With over 60 locations across British Columbia, Alberta, Ontario, Nova Scotia, and the Yukon, and $1.3 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.

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