Client Advisor, Commercial Insurance - Megson FitzPatrick

We put our people first. As an employer of choice, Acera Insurance, formerly Megson FitzPatrick 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

Acera Insurance is looking for an ambitious, engaging experienced Client Advisor to join our Corporate Commercial team. You have a strong work ethic and can-do attitude with an interest and understanding of commercial risks and insurance wordings. To support you in this role, you will be backed by our well-established company brand that has a strong connection to the community.

MAIN RESPONSIBILITIES:

• The Client Advisor assists the Client Executive(s) in providing the highest quality service to Acera clients, mentoring and coordinating marketing processes within their sales team;
• Creates & executes client documents, service plans, service deliveries, ensuring commitments are tracked and reported in a unified and meaningful way to the client;
• Monitors client satisfaction through maintaining relationships;
• Helps with client communications via mail, email, phone and/or face to face and identifies clients’ insurance requirements;
• Educates clients to ensure they understand their business risks and insurance coverage
• Supporting the Client Executive with new business goals and plans;
• Assisting in remarketing accounts, negotiating with underwriters, creating new business proposals;
• Assisting in the collection of accounts receivable;
• Writing new business for existing clients if needed;
• Maintaining a high level of customer service standards using our core values as the foundation of your service – Commit to Excellence, Take Ownership, Put People First and Make Work Fun;
• All other duties as assigned by management.

LOCATIONS AND STATUS:

Victoria or Nanaimo, BC 

Permanent, FT (35 hrs/week)

In-Office, Monday to Friday

Pay Range: $60,000 - $80,000

QUALIFICATIONS:

• Supports a climate 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.
• Ability to maximize efficiencies by leveraging technology, tools resources and information
• Self-guided learner & solves problems with real solutions
• Level 2 BC Broker License
• Minimum 3 years of insurance experience, with at least 1 year in commercial insurance;
• Previous experience working in EPIC will be considered an asset
• CAIB and CIP designations – or proactively working towards;
• Proficiency in Microsoft Office, including Word, Excel and PowerPoint;

VALUES & COMPETENCIES:

• Exceptional interpersonal skills;
• Willingness to coach and be coached;
• Good judgement and decision-making skills;
• Works well within a team and independently;
• Excellent written and verbal communication skills;
• Flexible and adaptable with proven problem-solving skills;
• Demonstrates initiative, self-management and a desire to learn and grow.
• High degree of professionalism and integrity;
• A passion for delivering remarkable customer experience;
• High level of follow-up and follow through;

Acera Insurance is one of 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.