Client Advisor, Personal Insurance

Overview
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, Personal Insurance
Acera is looking for an ambitious, engaging Client Advisor, Personal Insurance who is driven to grow and nurture business relationships. As a Client Advisor, you will provide excellent customer service as well as be able to relay your technical expertise to both existing and new clients in person, through email, and over the phone. To help you succeed in the role, you will be backed by our strong, well-established company brand that has a strong connection to the community.

Main Responsibilities

Deliver high-quality customer service to an established portfolio of clients.

Develop and write new business.

Participate in up-selling and cross-selling initiatives to support business growth.

Manage day-to-day client servicing and relationship management.

Perform additional duties as assigned by management.

Location and Status

Victoria, BC

Permanent full-time employment (35 hrs/week)

Hours:

Monday – Friday, 9am – 5pm

Salary Range: $55K - $70K per year

Qualifications

3–5 years of previous Personal Insurance experience

Level 2 Insurance License would be considered an asset

Working towards CAIB or CIP designation considered an asset

Values & Competencies

High degree of professionalism and integrity

A strong business acumen

Exceptional interpersonal skills

Excellent customer service skills

Cross-selling and up-selling abilities

Excellent technical and computer skills

Good judgement and decision-making skills

Works well within a team and independently

Excellent written and verbal communication skills

Flexible and adaptable with proven problem-solving skills

Demonstrates initiative, self-management and a desire to learn and grow

Acera Insurance is one of 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 Insurance is an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply.

#J-18808-Ljbffr