Client Advisor, Personal Insurance

Acera Insurance Services Ltd.; Ottawa; On-site; CAD 50,000 - 70,000; Full time

Job summary

Acera Insurance Services Ltd. in Ottawa, Ontario is seeking a Client Advisor, Personal Insurance to service our personal insurance clients and grow a dedicated book of business.

You will review renewals, cross-sell products, handle applications, process changes, and collaborate with Underwriters and Adjusters to ensure accurate coverage and timely service. A minimum of 3 years in insurance, a RIBO license, and a degree are required; CIP is a plus.

Qualifications

• 3+ years of experience in the insurance industry with a strong understanding of personal insurance products.
• RIBO license is required.
• CIP designation or actively pursuing is considered an asset.
• Post-secondary degree, diploma, or certificate in Business, Sales/Marketing, Risk Management, or a related field, or equivalent relevant experience.

Responsibilities

• Serve as the primary point of contact for clients, addressing ongoing needs and advising on insurance matters.
• Conduct comprehensive needs assessments and recommend appropriate insurance solutions.
• Respond to client inquiries, providing timely and accurate information.
• Conduct care calls and manage policy renewals.
• Sell new policies and write new business for existing clients, ensuring retention of the current book of business.
• Collaborate with Underwriters and Adjusters to review guidelines and resolve policy-related issues.
• Prepare documentation for insurers, complete client applications, issue insurance certificates, and process policy changes.
• Stay updated on underwriting rules, industry standards, and workflow processes.
• Actively participate in training sessions to stay informed on product offerings and industry changes.
• Provide guidance and support to clients as requested, ensuring a high level of customer satisfaction.

Skills

Customer service

Communication

Relationship building

Education

RIBO license

Post-secondary degree/diploma/certificate

CIP designation (asset)

Tools

Insurance CRM software

Microsoft Office

Job description

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, PERSONAL INSURANCE

The Client Advisor, Personal Insurance, is dedicated to servicing the needs of our personal insurance clientele. In addition, they will successfully manage and grow a specific book of business. Other duties include reviewing existing policy renewals, generating new business, file reviews, cross selling our products and services, facilitating policy changes, claims reporting and advocacy.

LOCATION AND STATUS

• Full-time, permanent

Key responsibilities include, but are not limited to:

• Serve as the primary point of contact for clients, addressing ongoing needs and advising on insurance matters.
• Conduct comprehensive needs assessments and recommend appropriate insurance solutions.
• Respond to client inquiries, providing timely and accurate information.
• Conduct care calls and manage policy renewals.
• Sell new policies and write new business for existing clients, ensuring retention of the current book of business.
• Collaborate with Underwriters and Adjusters to review guidelines and resolve policy-related issues.
• Prepare documentation for insurers, complete client applications, issue insurance certificates, and process policy changes.
• Stay updated on underwriting rules, industry standards, and workflow processes.
• Actively participate in training sessions to stay informed on product offerings and industry changes.
• Provide guidance and support to clients as requested, ensuring a high level of customer satisfaction.

Qualifications

• 3+ years of experience in the insurance industry with a strong understanding of personal insurance products.
• RIBO license is required.
• CIP designation or actively pursuing is considered an asset.
• Post-secondary degree, diploma, or certificate in Business, Sales/Marketing, Risk Management, or a related field, or equivalent relevant experience in a similar role.

COMPETENCIES

• High level of professionalism and integrity.
• Excellent verbal and written communication skills.
• Strong commitment to providing exceptional customer service and building lasting relationships at all levels.
• Proficient in Microsoft Office Suite.
• Familiar with insurance customer relationship software.
• Demonstrated accountability and reliability in delivering high-quality, timely work.
• Ability to prioritize in a busy environment to meet tight deadlines
• Flexible, adaptable, and skilled in problem-solving.
• Strong team player with the ability to work independently.
• Detail-oriented with strong critical thinking skills.

COMPENSATION

Salary Range: $50,000 - $70,000 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.