Client Advisor, Personal Insurance

Acera Insurance Services Ltd. • Penticton, BC

67d • $45,000 - $55,000 • Onsite

About The Position

We are currently recruiting for a full-time Client Advisor, Personal Insurance in our Penticton location. The Client Advisor works collaboratively with clients, insurance companies and their Acera Insurance team members to exceed client expectations. This role advises, explains, promotes and sells home and other personal insurance policies to ensure Acera Insurance clients are appropriately insured.

Requirements

• Level 1 BC General Insurance License
• Previous experience working in Insurance
• Experience with Broker Management Systems, various company portals, Microsoft Office applications including Outlook, Excel and Word
• Client-centric approach
• Strong verbal and written communication
• Exceptional organizational skills with the ability to work under pressure
• Builds and maintains positive relationships with clients and insurance companies
• Courteous and professional manner with clients and co-workers

Responsibilities

• Processing renewals, endorsements, cancellations, changes as well as servicing new walk-in & phone-in business
• Updating and maintaining automated forms for new business, endorsements, renewal and claims
• Promoting and recommending optimal coverage and additional products available
• Collecting payments from clients in an efficient and timely manner
• Providing back-up support to front desk as necessary
• Providing an outstanding client service experience
• Reviewing existing client policies and marketing as necessary

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed