Client Service Specialist, Acera Benefits

We put our people first. As an employer of choice, Acera Benefits 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.

As a specialty division of Acera Insurance, we also proudly offer most employees the opportunity to become owners. With over 650 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 1,200 professionals across Canada and change the way people feel about insurance.

Job Details

Status: Full-time, permanent

Location: Kelowna, BC

Compensation: Acera’s total compensation offerings are based on pay for performance that recognizes exceptional individual and company performance.  The typical hiring range for this position is from $55,000- $75,000CAD annually; the pay offering is based on location and will vary depending on related education, client service experience, proven knowledge, skills, and internal equity.

Job Summary

Acera Insurance has an immediate opening for an enthusiastic, team-oriented Client Service Specialist working in our Kelowna office. You are a key part of the Client Services Team, working with sales and service roles to achieve common goals and provide exceptional service to our clients.

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

• Implement, manage and maintain Group Life and Health benefits plans for clients, including preparation of new client applications and amendment applications

• Conduct client and employee presentations
• Review contracts and employee booklets, and provide support to clients
• Work closely with advisors and insurance carriers
• Support clients with their questions and requests
• Improve customer service experience, create engaged customers and facilitate organic growth

Competencies & Qualifications:

• Post-secondary education and/or related courses in group benefits (i.e. CEBS)

• Completed or willing to complete the Life License Qualification Program (LLQP) within 3 months’ time
• Sound benefits industry knowledge and experience, preferably in a similar environment
• Highly adaptable, driven to be your best, and proven initiative
• Proven experience providing excellent, high quality customer service
• Strong multi-tasking, problem-solving and troubleshooting skills
• Proven organizational skills with the ability to manage multiple tasks and adjust to changing priorities in a fast-paced environment
• Excellent communication and presentation skills, both oral and written
• Dedicated team player with the ability to take initiative; be independent with a positive attitude and dedication to quality and accuracy
• Must be a fast learner with a demonstrated ability to work in a self-managed manner, with an exceptional ability to meet hard deadlines while handling multiple tasks
• Creative thinker with ideas that will drive efficiency and improve team performance
• A good understanding of personal computers and software, particularly MS Word, Excel, PowerPoint, Publisher and Outlook

Acera Insurance is the largest independent, employee-controlled brokerage in Canada. With over 60 locations across  British Columbia, Alberta, Ontario, Nova Scotia, 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 Benefits is an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply.