Claims Advisor

Jun 16, 2024

Kelowna, British Columbia, CA


We put our people first. As an employer of choice, Acera Insurance, formerly CapriCMW Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees. 


Our people are:

  • Encouraged to challenge the status quo and never stop learning in their commitment to excellence.
  • Empowered with a sense of accountability and autonomy to take ownership of their work.
  • Treated with respect and act with integrity by putting clients, colleagues, and community first.
  • Recognized for their achievements and celebrate festivities, big and small, to make work fun.


We also proudly offer most employees the opportunity to become owners. With over 550 employee owners, Acera Insurance is the only Canadian brokerage that is widely owned by its employees. Our employee owners have a vested interest and get to share in Acera Insurance’s success — which they make possible.


Join our award-winning network of over 1,000 professionals across Canada and change the way people feel about insurance.



Job Details

Status: Full-time, Permanent

Location: Kelowna, Hardy

Pay Range:$45,000-$55,000 per year


Job Summary

The Claims Advisor acts as an ambassador for Acera clients who have experienced a personal or business loss.  Team members work collaboratively with clients and insurance companies to help simplify the claims process and exceed client’s expectations by helping to remove anxiety and settles claims quickly.   This role is responsible for providing client centered support at the time of a claim; documenting new claims, reporting, resolving clients concerns and monitoring activities while keeping communication open with the all parties involved.


Essential Job Functions:

  • Delivers a service to clients and team members with empathy and confidence

  • Monitoring the Acera claims inbox and providing follow up calls to clients

  • Identifies claim issues and assists the client to resolve the issues

  • Keeping open activities current

  • Learns about new coverage’s and policies that are in the market to remain an expert

  • Monitors client satisfaction through maintaining positive relationships

  • Completing monthly claim reports

  • Various other tasks as assigned


Qualifications and Soft Skill Requirements:

  • Holds a general insurance license, Level 2 or CAIB designation

  • Supports a climate in which teams want to do their best

  • Strong attention to detail

  • Excellent communication skills; must be empathetic, friendly, clear and strong speaker

  • Enjoy helping people with an optimistic attitude

  • Excellent time management and multi-tasking skills

  • Well organized ability to prioritize and make decisions on your own

  • Adaptable to working effectively as a team or independently with the ability to adjust to tight and changing priorities and deadlines.

  • Self-guided learner & solves problems with real solutions

  • Skilled user of Microsoft office - Outlook, Word, Excel and PowerPoint



Acera Insurance is one of the largest independent, employee-controlled brokerages in Canada. With over 60 locations across Alberta, British Columbia, Ontario, and the Yukon, and $1 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.


Acera Insurance is an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply.