Insurance Advisor - Janzen

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 700 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 1,300 professionals across Canada and change the way people feel about insurance.

Job Status

Status: Full-Time, permanent

Location: Surrey, BC

Compensation: Acera’s total compensation offerings are based on pay for performance that recognizes exceptional individual and team performance.  The typical hiring range for this position is from $50,000 – $70,000 CAD annually; the pay offering is based on location and will vary depending on related insurance experience, knowledge, skills, and internal equity. 

Job Summary

Janzen Insurance, now part of Acera Insurance, is looking for an ambitious, engaging experienced Insurance Advisor to join our team. The successful candidate will advise, explain, promote, and sell commercial (40%), personal line (30%), and auto (30%) insurance policies to ensure our clients are correctly insured. You will also be responsible for entering 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:

• Creates & executes client service plans, service deliveries, ensuring commitments are tracked and reported in a unified and meaningful way to the client
• Fields client communication via snail mail, email, phone and/or face to face and identifies clients’ insurance requirements
• Creates submissions, proposals and cover notes for clients and prospective clients that demonstrate Acera’s unique approach to mitigating business risk
• Educates clients to ensure they understand their business risks and insurance coverage
• Recommending and implementing clients' auto and personal insurance coverages, premiums and methods of payment as well as reviewing and processing commercial auto and fleet insurance coverages on occasion as required
• Reviewing private auto policy wordings and associated documents for accuracy, completeness and note and correct any errors
• Reviewing and processing ICBC and private auto renewals, endorsements, new plate policies and cancellations
• Updating and maintaining automated forms for new business, endorsements, renewal and claims
• Thoroughly reviewing claims histories and repayment options
• Processing transactions in EPIC, ICBC system, autolink and private insurers web portals
• Develop, maintain and update workflows

Qualifications and Soft Skills

• Level 2 BC General Insurance License
• 2 or more years of demonstrated Insurance experience
• Experience with Broker Management Systems, various company portals, Microsoft Office applications including Outlook, Excel and Word

• Supports a culture in which teams want to do their best
• Adaptable to working effectively as a team or independently with the ability to adjust to tight and changing priorities and deadlines

• 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 brokerage in Canada. We are proudly 100% Canadian owned and operated. With over 70 locations across British Columbia, Alberta, Saskatchewan, Ontario, Nova Scotia, and the Yukon, $1.4 billion in gross written premium, and $1.3 billion group retirement savings assets under management, 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.