Client Advisor, Commercial Insurance
About The Position
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. Acera Insurance is the largest independent, employee-controlled brokerage in Canada. We are proudly 100% Canadian owned and operated. With over 70 locations across British Columbia, Alberta, Saskatchewan, Ontario, Nova Scotia, and the Yukon, $1.4 billion in gross written premium, and $1.3 billion group retirement savings assets under management, 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.
Requirements
- 2+ years of related and progressive experience in the insurance industry with a strong working knowledge of commercial insurance products
- RIBO license required
- Experience in an insurance brokerage
Nice To Haves
- CIP or CAIB designation, or working towards is considered an asset
- Experience with insurance document management software is an asset
Responsibilities
- Compiling renewal information, negotiating renewal terms, and preparing all other aspects of renewals
- Comparing quote options for multiple carriers and presents coverage comparison as needed
- Ensuring renewals are completed 60 days in advance
- Reviewing policies to identify coverage gaps, makes recommendations based on clients’ operations, exposures and need
- Producing pink cards and certificates of insurance, schedules, and claims reporting
- Maintaining appropriate and clear documentation in agency management systems including policy details, activities and attachments, spreadsheets
- Assisting in negotiating renewal terms & developing growth
- Clearly understanding how their actions can positively or negatively affect relationship with our customers, carriers, and coworkers
- Participating in ongoing scheduled meetings with team to discuss accounts, renewals and day to day service needs and opportunities
- Participating in seminars, classes, and webinars for skill and knowledge developments
- Other duties and responsibilities as assigned
Benefits
- Opportunity to become an owner
- Comprehensive group benefits
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
