Client Advisor, Personal Insurance

Acera Insurance Services Ltd.•Burnaby, BC

43d•CA$55,000 - CA$70,000•Onsite

About The Position

We are currently recruiting for a full-time Client Advisor, Personal Insurance to join our team! In this role, you will work collaboratively with clients, insurance companies and with your internal team to provide an exceptional client experience. You will be responsible for advising, explaining, promoting and selling home, auto, and other personal insurance policies to ensure our clients are appropriately insured and protected.

Requirements

Level 1 BC General Insurance License is required
3 or more years of previous Personal Insurance experience
Experience with Broker Management Systems, such as EPIC
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

Nice To Haves

Level 2 BC General Insurance License considered an asset

Responsibilities

Providing in-person, phone, and email service to clients, including processing renewals, endorsements, cancellations, policy changes, and new policies (ICBC, private auto, and personal insurance; commercial auto/fleet as required)
Recommending and promoting optimal coverage, premiums, payment methods, and additional products
Reviewing policy wordings and associated documents for accuracy, completeness, and correcting errors as needed
Updating and maintaining automated forms for new business, endorsements, renewals, and claims
Reviewing existing client policies and marketing as necessary
Collecting payments in an efficient and timely manner
Providing back-up support to the front desk as needed
Delivering an outstanding client service experience