Client Advisor Commercial Insurance

Position: Client Advisor for Commercial Insurance
Join Acera Insurance as a Client Advisor in Commercial Insurance, contributing to a culture of excellence in customer service. This full-time role requires keen attention to detail and industry knowledge.

As a key member of our team, you will utilize your extensive experience in Commercial Insurance to support our clients effectively. With duties ranging from preparing broking submissions to issuing certificates of insurance, your role will be vital for operational success. You will also process policy documentation and handle premium invoicing, ensuring seamless client interactions.

Key Responsibilities:

• Prepare broking submissions and client proposals

• Conduct MSA Reviews and oversee client communications

• Issue certificates of insurance and manage policies

• Process premium invoicing and claims reporting

• Maintain detailed client files and schedules

Requirements:

• 5+ years of insurance industry experience

• Strong understanding of Commercial Insurance products

• Experience in an insurance brokerage is preferred

• CIP or CAIB designation is advantageous

• Proficient in Microsoft Office Suite and document management

Apply your customer service and insurance expertise at Acera Insurance for a rewarding career!
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