Client Advisor, Personal & Commercial Insurance

Acera Insurance Services Ltd.•Richmond Hill, ON

23h•CA$25 - CA$30•Onsite

About The Position

The Client Advisor, Personal & Commercial Insurance, is dedicated to servicing the needs of our personal and commercial insurance clientele. Supporting the Client Executive, you’ll help manage and grow their existing book of business while building strong client relationships. Other duties include reviewing existing policy renewals, generating new business, file reviews, cross selling our products and services, facilitating policy changes, claims reporting and advocacy. LOCATION AND STATUS Richmond Hill, ON Part-time, permanent (approximately 20 hours weekly)

Requirements

3+ years of experience in the insurance industry with a strong understanding of Personal Insurance, with expertise in Ontario Auto Reform (Accident Benefits changes).
3+ years of experience in the insurance industry with a strong understanding of Commercial Insurance.
RIBO license is required.
Post-secondary degree, diploma, or certificate in Business, Sales/Marketing, Risk Management, or a related field, or equivalent relevant experience in a similar role.
Proficiency with EPIC is required.
High level of professionalism and integrity.
Excellent verbal and written communication skills.
Strong commitment to providing exceptional customer service and building lasting relationships at all levels.
Proficient in Microsoft Office Suite.
Demonstrated accountability and reliability in delivering high-quality, timely work.
Ability to prioritize in a busy environment to meet tight deadlines
Flexible, adaptable, and skilled in problem-solving.
Strong team player with the ability to work independently.
Detail-oriented with strong critical thinking skills.

Nice To Haves

CIP designation or actively pursuing is considered an asset.

Responsibilities

Serve as the primary point of contact for clients for Personal Insurance and Small Business Commercial Insurance, addressing ongoing needs and advising on insurance matters.
Conduct comprehensive needs assessments and recommend appropriate Personal Insurance solutions.
Respond to client inquiries, providing timely and accurate information.
Conduct care calls and manage Personal Insurance policy renewals.
Support the growth of the existing book of business by identifying opportunities to enhance client relationships through additional insurance solutions and products, while maintaining high client retention.
Collaborate with Underwriters and Adjusters to review guidelines and resolve policy-related issues.
Prepare documentation for insurers and complete client applications.
Stay updated on underwriting rules, industry standards, and workflow processes.
Actively participate in training sessions to stay informed on product offerings and industry changes.
Provide guidance and support to clients as requested, ensuring a high level of customer satisfaction.