Finance & Insurance | Client Advisor, Commercial Insurance - FT

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) Monday-Friday - In-Office

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;