Client Advisor, Agriculture & Equine Insurance

Jun 21, 2024
Location: 

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: $50,000-$65,000 per year

 

Job Summary

We are currently recruiting for a full time Client Advisor, Agriculture & Equine Insurance to work in our Kelowna Hardy office. 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 Farm and other Commercial insurance policies to ensure Acera Insurance clients are appropriately insured. The role requires someone who has excellent organizational and customer service skills with a good working knowledge of EPIC. 

 

Primary duties include, but not limited to, the following:

  • Processing Farm renewals, endorsements, cancellations, changes as well as servicing new walk-in & phone-in business
  • Promoting and recommending optimal coverage and additional products available
  • Reviewing existing client policies and marketing as necessary
  • Educates clients to ensure they understand their business risks and insurance coverage
  • Collecting payments from clients in an efficient and timely manner
  • Providing an outstanding client service experience
  • Supports processes and procedures and past practices; participates in team meetings
  • Advocates for changes and additions to service plans that increase value for clients

 

Competencies & Qualifications:

  • Level 1 General Insurance License with the goal of obtaining your Level 2 License
  • Experience with EPIC, InsureView and Microsoft office including outlook, excel and word.
  • Extensive knowledge on Farm practices, insurance programs, current market trends
  • An intimate understanding of Equine related risks including disciplines and anatomy.
  • Creates an environment where everyone wants to do their best.
  • Excellent communication, presentation and facilitation skills; must be friendly, clear and strong speaker
  • Excellent time management and multi-tasking skills
  • Strong attention to detail is a must.
  • Positive influence and influential to team members especially at times of change

 

 

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.