Client Advisor, Signature Insurance

Acera Insurance Services Ltd.; Burnaby; Hybrid; CAD 65,000 - 85,000; Full time

Job summary

Acera Insurance is seeking a Client Advisor for Signature Insurance in Burnaby, BC. This full-time, permanent role involves supporting the Signature Client Executive team with precise policy changes, renewals, and administrative workflow to ensure accuracy and timely service for clients.

The successful candidate will have a minimum of 2+ years in insurance, a BC Level 2 General Insurance License, and relevant education.

Qualifications

• 2+ years of related experience in the insurance industry with a strong working knowledge of personal lines products.
• Experience servicing Signature Insurance clients would be considered an asset
• BC Level 2 General Insurance License
• Post-secondary degree/diploma/certificate in Business, Sales/Marketing, Risk Management, or related discipline is an asset
• CIP designation is an asset

Responsibilities

• Policy changes and renewals, including mid-term or remarket submissions.
• Proposal creation and correspondence with underwriters.
• Manage and control administrative workflow for client files.
• Verify and review policy information and documentation for errors.
• Advise brokers of errors and request rewrites from underwriters.
• Monitor delays in documents to clients (internal or external).
• Call clients for payment reminders and handle pink card calls.
• Process changes on broker portals and review renewals for missing coverages.
• Set up claims and follow up with clients/adjusters on status of claims.

Skills

Insurance industry experience

Personal lines knowledge

Microsoft Office

Insurance CRM software

Education

BC Level 2 General Insurance License

Post-secondary degree/diploma/certificate

CIP designation (asset)

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 650 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 1,200 professionals across Canada and change the way people feel about insurance.

CLIENT ADVISOR, SIGNATURE INSURANCE

The Client Advisor, Signature Insurance is dedicated to supporting the Signature Client Executive team, your strong customer service skills along with a high attention to detail are the keys to success in this role. This role is responsible for policy changes, remarket submissions (renewal and mid-term), proposal creation, corresponding with underwriters, managing and controlling administrative workflow, verifying and reviewing policy information and documentation for errors, advising brokers of errors and re-quest re-writes from underwriters, monitoring delays in documents to clients (internal or external), calling clients for payment reminders, taking client calls for pink cards, processing changes on broker portals, reviewing renewals and identifying missing coverages and setting up claims and following up with clients/adjustors on the status of claim.

LOCATION AND STATUS

• Burnaby, BC
• Full-time, permanent
• 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 $65,000 - $85,000 CAD annually; the pay offering is based on location and will vary depending on related education, insurance experience, proven knowledge, skills, and internal equity.

QUALIFICATIONS

• 2+ years of related experience in the insurance industry with a strong working knowledge of personal lines products
• Experience servicing Signature Insurance clients would be considered an asset
• BC Level 2 General Insurance License
• Post-secondary degree/diploma/certificate in Business, Sales/Marketing, Risk Management, or related discipline is an asset
• CIP designation is an asset

VALUES & COMPETENCIES

• High degree of professionalism and integrity
• Committed to excellence in customer service and builds strong relationships at all levels
• Self-starter with strong organizational skills
• Skilled user of the Microsoft Office Suite of products, familiar with insurance customer relationship software
• Demonstrated accountability and reliability in the quality and timeliness of work
• Able to prioritize in a busy environment in order to meet tight deadlines
• Flexible and adaptable with proven problem-solving skills
• Works well within a team and independently
• Critical thinker with high attention to details

Acera Insurance is the largest independent, employee-controlled brokerages 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 Insuranceis an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply.