Finance & Insurance | Client Advisor, Personal Insurance, Marina - FT

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 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, PERSONAL INSURANCE, MARINE

Acera is seeking an ambitious and motivated Junior Client Advisor with a keen interest in Marine insurance and a desire to grow their knowledge and career within the insurance industry. This is an excellent opportunity for someone early in their career who is eager to learn, develop technical expertise, and build lasting client relationships within a supportive and well-established organization.

As a Junior Client Advisor, you will have a strong focus on Marine insurance and you will support an existing book of business while learning to provide exceptional customer service to both new and existing clients. You will work closely with experienced advisors and leaders, gaining hands-on exposure to Marine insurance and broader personal insurance products. Acera’s strong brand, collaborative culture, and community presence will help set you up for long-term success.

Main Responsibilities:

• Provide high-quality customer service to an existing portfolio of clients, with a focus on Marine insurance.
• Assist with the placement and servicing of new business under the guidance of senior advisors.
• Support up-selling and cross-selling initiatives by identifying client needs and coverage opportunities.
• Handle day-to-day client servicing, including policy inquiries, documentation, and follow-ups.
• Continuously build insurance knowledge through training, mentorship, and on-the-job learning.
• Perform other related duties as assigned by management.

Location and Status:

Victoria or Nanaimo, BC

Permanent full-time employment (35 hrs/week)

Hours: Monday – Friday, 9am – 5pm

Qualifications:

• 1-3 Years Insurance experience considered an asset;
• Level 1 Insurance License
• Working towards a level 2 insurance license 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 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.