Client Advisor, Commercial Insurance
About The Position
The Client Advisor assists the Client Executive(s) in providing the highest quality service to Acera clients; mentoring and coordinating the administrative and marketing processes within their sales team. 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.
Requirements
- Level 2 BC Broker License
- Minimum 5 years of insurance experience
- Working knowledge of insurance document management software
- Skilled user of Microsoft office - Outlook, Word, Excel and PowerPoint
Nice To Haves
- Previous experience working in EPIC will be considered an asset
Responsibilities
- Creates & executes client service plans, service deliveries, ensuring commitments are tracked and reported in a unified and meaningful way to the client
- Monitors client satisfaction through maintaining relationships
- Contributes in regular meetings with team to ensure you are up to date on all pending client issues, changing needs, implementing service plans, and other issues
- Fields client communication via snail mail, email, phone and/or face to face and identifies clients’ insurance requirements
- Creates proposals for clients and prospective clients that demonstrate Acera’s unique approach to mitigating business risk
- Educates clients to ensure they understand their business risks and insurance coverage
- Acera Leader in the client and insurance industry through professional writing, speaking and networking engagements
- Supports processes and procedures and past practices; participates in team meetings
- Advocates for changes and additions to service plans that increase value for clients
Benefits
- comprehensive group benefits
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
