Mobile Client Advisor, Auto Insurance

Acera Insurance Services Ltd.; Kelowna; On-site; CAD 40,000 - 50,000; Full time

Job summary

Acera Insurance seeks a Mobile Client Advisor, Auto Insurance to work from our Kelowna Access Road office. We seek a conscientious team player who can deliver exceptional client service and work autonomously in a fast-paced setting. The schedule is four 9-hour shifts weekly, with Saturday availability required.

Experience in auto insurance and related sales is valued. You will travel between dealerships to provide coverages, build relationships, and assist clients with claims while processing

Qualifications

• Client-focused mindset.
• Adaptable and accepting of change.
• Well-developed people and professional communication skills.
• Courteous to clients and co-workers.
• Adhere to the Insurance Council of BC Code of Conduct.
• A Level 1 Insurance License with the requirement to successfully obtain a Level 2 license within 6 months.
• Must have a valid driver’s license - Local travel is required between dealerships.
• Minimum of 1 year experience with ICBC and private insurance coverages.

Responsibilities

• Provide auto and other types of insurance to clients at the various local dealerships which includes driving from location to location.
• Be reliable, responsive, build and maintain relationships with dealership team members and clients.
• Recommend and implement clients' insurance coverages, premiums and methods of payment.
• Provide information on varying insurance policies, including risk coverages, limitations and other features.
• Work with clients to manage and reduce their risk.
• Respond to emergencies and assist clients with their claims.
• Processing Transactions in EPIC, ICBC system, autolink and private insurers web portals.
• Others duties and tasks as assigned by team leader.

Skills

Client-focused mindset

Adaptable

People & communication skills

Courteous

Insurance licensing (L1)

Valid driver’s license

Experience with ICBC & private insured

Education

Level 1 Insurance License

Plan to obtain Level 2 license within 6 months

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 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.

MOBILE CLIENT ADVISOR, AUTO INSURANCE

Job Information

Location: Kelowna, Powick

Status: Full-Time

Compensation: 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 $40,000 - $50,000 CAD annually, plus incentives based on sales and performance; the pay offering is based on location and will vary depending on related education, insurance experience, proven knowledge, skills, and internal equity.

Job Summary

We are currently recruiting for a Mobile Client Advisor, Auto Insurance to workout of our Kelowna Access Roadoffice.We require a conscientious team player with the desire and ability to provide exceptional client service. Previous sales experience will be an asset as you will be working autonomously in a fast paced environment. The schedule for this role is made up of four 9 hour shifts per week. The successful candidate must be available to work on Saturdays.

You will use your expertise to:

• Provide auto and other types of insurance to clients at the various local dealerships which includes driving from location to location
• Be reliable, responsive, build and maintain relationships with dealership team members and clients
• Recommend and implement clients' insurance coverages, premiums and methods of payment
• Provide information on varying insurance policies, including risk coverages, limitations and other features
• Work with clients to manage and reduce their risk
• Respond to emergencies and assist clients with their claims
• Processing Transactions in EPIC, ICBC system, autolink and private insurers web portals
• Others duties and tasks as assigned by team leader

We’d like to hear from you if you have:

Must-haves (Minimum Requirements)

• Client focused mindset
• Adaptable and accepting of change
• Well-developed people and professional communication skills
• Courteous to clients and co-workers
• Adhere to the Insurance Council of BC Code of Conduct
• A Level 1 Insurance Licensewith the requirement to successfully obtain a Level 2 license within 6 months
• Must have a valid driver’s license - Local travelis required between dealerships.
• Minimum of 1 year experience with ICBC and private insurance coverages

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.