Client Advisor, Commercial Insurance

Pacific Insurance Broker is now part of Acera Insurance.

As an employer of choice, Acera 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 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.

CLIENT ADVISOR, COMMERCIAL INSURANCE

Your knowledge and experience in commercial insurance combined with your attention to detail and customer service focus are the keys to success in the role of Client Advisor, Commercial Insurance. This role is responsible for providing support to the commercial insurance team by processing policy documents, invoicing premiums, preparing cover letters, producing pink cards and certificates of insurance, schedules, claims reporting and maintaining file documentation.

LOCATION AND STATUS

• Richmond Hill, ON
• Full-time, permanent

QUALIFICATIONS

• 2+ years of related and progressive experience in the insurance industry with a strong working knowledge of commercial insurance products
• Experience in an insurance brokerage
• RIBO license required
• CIP or CAIB designation, or working towards is considered an asset
• Fluency in Cantonese, Mandarin, Korean, and/or Vietnamese is an asset

VALUES & COMPETENCIES

• A high degree of professionalism and integrity
• Superior verbal and written communication skills
• Committed to excellence in customer service and builds a strong relationship at all levels
• Skilled user of the Microsoft Office Suite of products
• Familiar with insurance customer relationship software
• Demonstrated accountability and reliability in the quality and timeliness of work
• Able to prioritize in a busy environment to meet tight deadlines
• Flexible and adaptable with proven problem-solving skills
• Works well within a team and independently
• Critical thinker with attention to detail

Pacific Insurance Brokers joined Acera Insurance in August 2024.

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 $1.3 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.