Client Advisor, Commercial Insurance

Acera Insurance; Red Deer; On-site; CAD 60,000 - 80,000; Full time

Job summary

Acera Insurance is seeking a Client Advisor to assist in providing exceptional service to clients. This full-time, permanent role involves creating client service plans, monitoring satisfaction, and educating clients on their insurance needs. Join a leading employee-owned brokerage that values its people and fosters a collaborative work environment.

Qualifications

• Minimum 5 years of insurance experience required.
• Level 2 BC Broker License is necessary.
• Skilled in Microsoft Office applications.

Responsibilities

• Creates and executes client service plans.
• Monitors client satisfaction and maintains relationships.
• Fields client communication and identifies insurance requirements.

Skills

Adaptability

Client Relationship Management

Problem Solving

Education

Level 2 BC Broker License

5 years of insurance experience

Tools

Insurance document management 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 550 employee owners, Acera Insurance is the only Canadian brokerage that is widely owned by its employees. Our employee owners have a vested interest and share in Acera Insurance’s success — which they make possible.

Join our award-winning network of over 1,000 professionals across Canada and change the way people feel about insurance.

Status : Full-Time, Permanent

Job Summary

The Client Advisor assists the Client Executive(s) in providing the highest quality service to Acera clients; mentoring and coordinating the administrative and marketing processes within their sales team.

Essential Job Functions

1. Creates & executes client service plans, service deliveries, ensuring commitments are tracked and reported in a unified and meaningful way to the client.
2. Monitors client satisfaction through maintaining relationships.
3. Contributes in regular meetings with team to ensure you are up to date on all pending client issues, changing needs, implementing service plans, and other issues.
4. Fields client communication via snail mail, email, phone and / or face to face and identifies clients’ insurance requirements.
5. Creates proposals for clients and prospective clients that demonstrate Acera’s unique approach to mitigating business risk.
6. Educates clients to ensure they understand their business risks and insurance coverage.
7. Supports processes and procedures and past practices; participates in team meetings.
8. Advocates for changes and additions to service plans that increase value for clients.

Competencies & Qualifications

• Supports a climate in which teams want to do their best.
• Adaptable to working effectively as a team or independently with the ability to adjust to tight and changing priorities and deadlines.
• Ability to maximize efficiencies by leveraging technology, tools, resources, and information.
• Self-guided learner & solves problems with real solutions.
• Level 2 BC Broker License.
• Minimum 5 years of insurance experience.
• Working knowledge of insurance document management software.
• Previous experience working in EPIC will be considered an asset.
• Skilled user of Microsoft Office - Outlook, Word, Excel and PowerPoint.

Acera Insurance is one of the largest independent, employee-controlled brokerages in Canada. With over 60 locations across Alberta, British Columbia, Ontario, and the Yukon, and $1 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.