Employee Benefits Consultant

We put our people first. As an employer of choice, Acera Insurance, formerly Rogers Insurance/A-WIN Insurance/CCV Insurance & Financial Services/Sylvan Agencies/Smith Petrie Carr & Scott Insurance Brokers/Megson FitzPatrick 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, BC

Pay Range: 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 - $75,000 CAD annually, with a possibility to earn commission; the pay offering is based on location and will vary depending on related education, employee benefits experience, proven knowledge, skills, and internal equity.

Job Purpose:

Acera is currently recruiting for a client-focused Employee Benefits Consultant to work with our employee benefits team out of our Kelowna, Hardy office. The Employee Benefits Consultant acts as a trusted advisor, providing strategic guidance and expert recommendations to help clients optimize their benefits offerings and achieve their business objectives.  This individual will collaborate closely with clients, insurance carriers and internal teams to develop and implement innovative solutions.

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

• Build and maintain strong relationships with clients, earning trust and confidence as a trusted advisor by acting on what is best for the client

• Serve as a subject matter expert on benefits related matters, staying current with industry trends and best practices

• Conduct comprehensive assessments of clients' current benefits programs, including health insurance, retirement plans and wellness initiatives

• Analyze data and industry trends, identify opportunities for better offerings and cost savings for clients

• Develop and present solutions tailored to clients unique needs

• Assist clients with the design, implementation, and education of employee benefits and retirement programs

Competencies & Qualifications:

• Bachelor's degree in Business Administration or related field

• Life License Qualification Program (LLQP) 

• 5+ years of experience in employee benefits consulting or related role

• Strong understanding of employee benefits laws and regulations

• Exceptional communication and presentation skills, with the ability to effectively convey complex concepts to diverse audiences

• Proven track record of building and maintaining successful client relationships

• Group Benefits Associate (GBA) or Certified Employee Benefits Specialist (CEBS)

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.