Client Advisor, Commercial Insurance, Small Business

Acera Insurance Services Ltd.; Ottawa; Hybrid; CAD 60,000 - 75,000; Full time

Benefits offered by this job

Employee ownership

Career development opportunities

Job summary

Acera Insurance is seeking a Client Advisor, Commercial Insurance for Ottawa. The role focuses on renewal management, carrier quote comparisons, and maintaining accurate policy documentation to support small business clients.

The candidate will ensure renewals are completed ahead of deadlines, review policies for gaps, and contribute to growth through strong service and relationship management with clients and carriers.

Qualifications

• 2+ years of related and progressive experience in the insurance industry.
• RIBO license required.
• CIP or CAIB designation, or working towards is considered an asset.

Responsibilities

• Compiling renewal information and negotiating renewal terms.
• Comparing quote options for multiple carriers and presenting coverage comparison.
• Ensuring renewals are completed 60 days in advance.
• Reviewing policies to identify coverage gaps and make recommendations.
• Producing certificates of insurance, schedules, and claims reporting.
• Maintaining documentation in agency management systems.

Skills

Customer service

Communication

Microsoft Office

Teamwork

Attention to detail

Problem solving

Education

RIBO license

CIP/CAIB designation

Tools

Insurance document management software

Job description

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Client Advisor, Commercial Insurance, Small Business

Aug 10, 2026

Location: Ottawa, ON, CA

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.

LOCATION AND STATUS

Status: Full-Time, Permanent

Key responsibilities include, but are not limited to:

• Compiling renewal information, negotiating renewal terms, and preparing all other aspects of renewals
• Comparing quote options for multiple carriers and presents coverage comparison as needed
• Ensuring renewals are completed 60 days in advance
• Reviewing policies to identify coverage gaps, makes recommendations based on clients’ operations, exposures and need
• Producing pink cards and certificates of insurance, schedules, and claims reporting
• Maintaining appropriate and clear documentation in agency management systems including policy details, activities and attachments, spreadsheets
• Assisting in negotiating renewal terms & developing growth
• Clearly understanding how their actions can positively or negatively affect relationship with our customers, carriers, and coworkers
• Participating in ongoing scheduled meetings with team to discuss accounts, renewals and day to day service needs and opportunities
• Participating in seminars, classes, and webinars for skill and knowledge developments
• Other duties and responsibilities as assigned

COMPENTECIES

• 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
• 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

QUALIFICATIONS

• 2+ years of related and progressive experience in the insurance industry with a strong working knowledge of commercial insurance products
• RIBO license required
• CIP or CAIB designation, or working towards is considered an asset
• Experience in an insurance brokerage
• Experience with insurance document management software is an asset

COMPENSATION

Salary Range: $60,000 - $75,000 CAD annually

Actual total compensation will be determined based on factors such as a candidate’s relevant experience, knowledge, skills, location, and internal equity.

VACANCY:

This position is for an existing vacancy.

USE OF ARTIFICIAL INTELLIGENCE

Our recruitment process may be completed with video conference technology.

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.