Commercial Insurance Client Advisor — Employee-Owned Firm

Acera Insurance Services Ltd.; Burnaby; Presencial; CAD 65.000 - 95.000; Jornada completa

Descripción de la vacante

Acera Insurance Services Ltd. in Burnaby, BC is seeking a Client Advisor, Commercial Insurance to join our client-focused sales team.

You will support Client Executives, coordinate administrative and marketing processes, and help deliver high-quality service to Acera clients. The role requires strong insurance experience, a Level 2 BC Broker License, and proficiency with MS Office and insurance document management software.

Formación

• Minimum 5 years of insurance experience.
• Level 2 BC Broker License required.
• Proficient with MS Office: Outlook, Word, Excel, PowerPoint.
• Knowledge of insurance document management software.

Responsabilidades

• Creates & executes client service plans, ensuring commitments are tracked and reported.
• Monitors client satisfaction through relationships.
• Participates in team meetings to stay updated on issues.
• Fields client communications via snail mail, email, phone and in person; identifies insurance requirements.
• Creates submissions, proposals and cover notes demonstrating Acera’s approach to mitigating business risk.
• Educates clients to understand their business risks and coverage.
• Supports processes and participates in department meetings.
• Advocates for changes to service plans to increase value for clients.

Conocimientos

Insurance experience

Customer service

MS Office proficiency

Communication skills

Educación

Level 2 BC Broker License

Herramientas

Insurance document management software

Descripción del empleo

Acera Insurance Services Ltd. in Burnaby, BC is seeking a Client Advisor, Commercial Insurance to join our client-focused sales team.

You will support Client Executives, coordinate administrative and marketing processes, and help deliver high-quality service to Acera clients. The role requires strong insurance experience, a Level 2 BC Broker License, and proficiency with MS Office and insurance document management software.