Client Advisor, Auto Insurance

Janzen Insurance 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, AUTO INSURANCE

Job Details

Status: Full-Time, Permanent

Location: Surrey, BC

Pay Range: $50,000-$70,000 per year

Job Summary 

Janzen Insurance, now part of Acera Insurance, is looking for an ambitious, engaging experienced Client Advisor to join our team. The successful candidate will advise, explain, promote, and sell auto insurance policies to ensure our clients are correctly insured. You will also help support our commercial team by ensuring accurate entry of information into insurance portals, as well as producing certificates of insurance, schedules, claims reporting and maintaining file documentation.

Essential Job Functions:

Primary duties include, but are not limited to:

• Recommending and implementing clients' auto insurance coverages, premiums and methods of payment as well as reviewing and processing commercial auto and fleet insurance coverages on occasion as required
• Reviewing and processing ICBC and private auto renewals, endorsements, new plate policies and cancellations
• Thoroughly reviewing claims histories and repayment options
• Providing information on insurance policies, including risk coverages, limitations and other features
• Processing transactions in EPIC, ICBC system, autolink and private insurers web portals
• Reviewing private auto policy wordings and associated documents for accuracy, completeness and note and correct any errors
• Develop, maintain and update workflows

Qualifications and Soft Skill Requirements:

• Level 2 BC General Insurance License
• 2 or more years of demonstrated Auto Insurance experience
• 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

Janzen Insurance joined Acera Insurance in June 2024.

Acera Insurance is the largest independent, employee-controlled brokerages 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.