Client Advisor, Personal Insurance

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 ADVISOR, PERSONAL INSURANCE

Acera is looking for an ambitious, engaging Client Advisor, Personal Insurance who is driven to grow and nurture business relationships. As a Client Advisor, you will provide excellent customer service as well as be able to relay your technical expertise to both existing and new clients in person, through email, and over the phone. To help you succeed in the role, you will be backed by our strong, well-established company brand that has a strong connection to the community.

Main Responsibilities:

• Deliver high-quality customer service to an established portfolio of clients.
• Develop and write new business.
• Participate in up-selling and cross-selling initiatives to support business growth.
• Manage day-to-day client servicing and relationship management.
• Perform additional duties as assigned by management.

Location and Status:

Location: Victoria, BC

Status: Permanent full-time employment (35 hrs/week)

Hours: Monday – Friday, 9am – 5pm 

Qualifications:

• 3-5 Years previous Personal Insurance experience
• Level 2 Insurance License would be considered an asset
• Working towards CAIB or CIP designation considered an asset;          

Values & Competencies:

• High degree of professionalism and integrity;
• A strong business acumen;
• Exceptional interpersonal skills;
• Excellent customer service skills;
• Cross-selling and up-selling abilities;
• Excellent technical and computer skills;     
• 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.

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.