Client Advisor, Personal Insurance

Jul 3, 2024

Penticton, 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: Penticton, BC

Pay RangeAcera’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 $40,000 - $55,000 CAD annually, plus quarterly incentives; the pay offering is based on location and will vary depending on related education, insurance experience, proven knowledge, skills, and internal equity. 


Job Summary 

We are currently recruiting for a full-time Client Advisor, Personal Insurance in our Penticton location. 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 home and other personal insurance policies to ensure Acera Insurance clients are appropriately insured.


Essential Job Functions:

Primary duties include, but are not limited to:

  • Processing renewals, endorsements, cancellations, changes as well as servicing new walk-in & phone-in business

  • Updating and maintaining automated forms for new business, endorsements, renewal and claims

  • Promoting and recommending optimal coverage and additional products available

  • Collecting payments from clients in an efficient and timely manner

  • Providing back-up support to front desk as necessary

  • Providing an outstanding client service experience

  • Reviewing existing client policies and marketing as necessary


Qualifications and Soft Skill Requirements:

  • Level 1 BC General Insurance License

  • Previous experience working in Insurance 

  • Experience with Broker Management Systems, various company portals, 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



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.