Client Advisor, Personal Insurance

Acera Insurance Services Ltd.•Kingston, ON

1d•Onsite

About The Position

The Client Advisor, Personal Insurance, is dedicated to servicing the needs of our personal insurance clientele. In addition, they will successfully manage and grow a specific book of business. 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. 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 Insurance experience preferred
RIBO license is required
Proficient in Microsoft Office Suite.
Familiar with insurance customer relationship software.
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

Post-secondary degree, diploma, or certificate in Business, Sales/Marketing, Risk Management, or a related field, or equivalent relevant experience in a similar role is an asset
CIP or CAIB designation, or working towards is considered an asset

Responsibilities

Serve as the primary point of contact for clients, addressing ongoing needs and advising on insurance matters.
Conduct comprehensive needs assessments and recommend appropriate insurance solutions.
Respond to client inquiries, providing timely and accurate information.
Conduct care calls and manage policy renewals.
Sell new policies to existing clients, ensuring retention of the current book of business.
Collaborate with Underwriters and Adjusters to review guidelines and resolve policy-related issues.
Prepare documentation for insurers, complete client applications and process policy changes.
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.