Client Advisor, Commercial Insurance, Small Business
Sep 8, 2026
Location:Ottawa, ON, CA
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 700 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 1,300 professionals across Canada and change the way people feel about insurance.
CLIENT ADVISOR, COMMERCIAL INSURANCE
Your knowledge and experience in commercial insurance combined with your attention to detail and customer service focus are the keys to success in the role of Client Advisor, Commercial Insurance.
LOCATION AND STATUS
Status:
Full-Time, Permanent
Location:
Ottawa, ON
Key responsibilities include, but are not limited to:
Compiling renewal information, negotiating renewal terms, and preparing all other aspects of renewalsComparing quote options for multiple carriers and presents coverage comparison as neededEnsuring renewals are completed 60 days in advanceReviewing policies to identify coverage gaps, makes recommendations based on clients’ operations, exposures and needProducing pink cards and certificates of insurance, schedules, and claims reportingMaintaining appropriate and clear documentation in agency management systems including policy details, activities and attachments, spreadsheetsAssisting in negotiating renewal terms & developing growthClearly understanding how their actions can positively or negatively affect relationship with our customers, carriers, and coworkersParticipating in ongoing scheduled meetings with team to discuss accounts, renewals and day to day service needs and opportunitiesParticipating in seminars, classes, and webinars for skill and knowledge developmentsOther duties and responsibilities as assignedCOMPENTECIES
High degree of professionalism and integrityCommitted to excellence in customer service and builds strong relationships with clientsSkilled user of the Microsoft Office Suite of productsDemonstrated accountability and reliability in the quality and timeliness of workFlexible and adaptable with proven problem-solving skillsWorks well within a team and independently and able to adjust to tight and changing deadlinesCritical thinker with strong attention to detailsQUALIFICATIONS
2+ years of related and progressive experience in the insurance industry with a strong working knowledge of commercial insurance productsRIBO license requiredCIP or CAIB designation, or working towards is considered an assetExperience in an insurance brokerageExperience with insurance document management software is an assetCOMPENSATION
Salary Range: $60,000 - $75,000 CAD annually
Actual total compensation will be determined based on factors such as a candidate’s relevant experience, knowledge, skills, location, and internal equity.
VACANCY: This position is for an existing vacancy.
USE OF ARTIFICIAL INTELLIGENCE
Our recruitment process may be completed with video conference technology.
Acera Insurance is the largest independent, employee-controlled brokerage in Canada. We are proudly 100% Canadian…
