Client Service Specialist, Adventure Travel

We put our people first. 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.

Client Service Specialist, Adventure Travel 

The Client Service Specialist, Adventure Travel is a confident client service representative with exceptional organizational, client service and communication skills. Responsibilities include assisting Acera’s Travel team to provide exceptional client service by delivering on professional interactions, accurate information and continuously improving client relationships. 

LOCATION AND STATUS: 

Status: Full-Time, Permanent 

Location: Vernon  

MAIN RESPONSIBILITIES: 

• Monitor Travel Insurance quote requests via Insure Vue and respond to new quote requests, build quote and send out through Insure Vue & update when there are rate changes and/or policy changes. 
• Respond to change requests on current quotes or review terms via phone and email. 
• Respond to incoming phone calls for information, quotes, interpret policy wording, etc. 
• Place confirmed and sold quotes with insurance provider.   
• Weekly quotes follow up, resend quotes where necessary. 
• Monitor Quotes in-progress for missing or pending information. 
• Process Premium Refund requests. 
• Ability to work with seniors and look at alternate travel insurance solutions. 
• Familiarity with some common medical conditions for snowbirds. 
• Understand the claim process and emergency assistance process. 
• Knowledge of coordination and subrogation procedures with provincial health care plans and others travel insurance policies, including Visitors to Canada. 
• Report claims to TuGo Claims department on phone or email on occasion. 
• Work with claimants requiring claim forms, instructions, follow up, etc. 
• Train with insurer on policy wording and sales platform. 

QUALIFICATIONS: 

• Licensed in BC and ability to be licensed in Alberta, Ontario and Yukon. 
• Understand adventure activities and terms – Heli ski, cat ski, backcountry touring, via ferrata, mountaineering, rock climbing, slack country, back country, side country, etc. 
• Understand backcountry rescue, search and rescue, back country lodge operation challenges, locations, etc. 
• Excellent communication, problem solving and highly organized and detail oriented 
• Dedicated team player with the ability to take the initiative, be independent with a positive attitude and dedication to quality and accuracy 
• Must be a quick learner with a demonstrated ability to work in a self-managed manner 
• Creative thinker with ideas that will drive efficiency and improve team performance 
• A good understanding of personal computers and software, particularly MS Office Suite 
• Knowledge of EPIC including the ability to search, update client files and create invoices. 
• Knowledge of Insure Vue would be an asset but not required. 

Compensation:  

We offer a comprehensive total rewards package designed to support your health, financial security, and long-term success, including: 

• Life, accidental death, and disability coverage. 
• Extended health, dental, vision, and travel insurance. 
• Wellness days and benefits for you and your family 
• A pay-for-performance compensation program, rewarding both individual and company achievements. 
• Employee ownership opportunities, so you can share in our success while building your future. 

The typical hiring range for this position is from $55,000 - $65,000 CAD annually; the pay offering is based on location and will vary depending on related education, insurance experience, proven knowledge, skills, and internal equity.  

WHY YOU’LL LOVE IT HERE 

Acera Insurance, is one of Canada’s largest independent, employee-controlled brokerages — we’re a team united by our values: 

• Take Ownership: We empower our people to lead with accountability. 
• Make Work Fun: We celebrate successes and enjoy the journey together. 
• Put People First: We build trust through respect, inclusion, and genuine care. 
• Commit to Excellence: We never stop raising the bar. 

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.