Client Advisor, Commercial Insurance, Small Business

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 Insurances success which they make possible.

Join our award-winning network of over 1300 professionals across Canada and change the way people feel about insurance.

CLIENT ADVISOR COMMERCIAL INSURANCE

Your knowledge and experience in commercial insurance combined with your attention to detail and customer service focus are the keys to success in the role of Client Advisor Commercial Insurance.

LOCATION AND STATUS

Status: Full-Time Permanent

Location: Ottawa ON

Key responsibilities include but are not limited to:

• Compiling renewal information negotiating renewal terms and preparing all other aspects of renewals
• Comparing quote options for multiple carriers and presents coverage comparison as needed
• Ensuring renewals are completed 60 days in advance
• Reviewing policies to identify coverage gaps makes recommendations based on clients operations exposures and need
• Producing pink cards and certificates of insurance schedules and claims reporting
• Maintaining appropriate and clear documentation in agency management systems including policy details activities and attachments spreadsheets
• Assisting in negotiating renewal terms & developing growth
• Clearly understanding how their actions can positively or negatively affect relationship with our customers carriers and coworkers
• Participating in ongoing scheduled meetings with team to discuss accounts renewals and day to day service needs and opportunities
• Participating in seminars classes and webinars for skill and knowledge developments
• Other duties and responsibilities as assigned

COMPENTECIES

• High degree of professionalism and integrity
• Committed to excellence in customer service and builds strong relationships with clients
• Skilled user of the Microsoft Office Suite of products
• Demonstrated accountability and reliability in the quality and timeliness of work
• Flexible and adaptable with proven problem-solving skills
• Works well within a team and independently and able to adjust to tight and changing deadlines
• Critical thinker with strong attention to details

QUALIFICATIONS

• 2 years of related and progressive experience in the insurance industry with a strong working knowledge of commercial insurance products
• RIBO license required
• CIP or CAIB designation or working towards is considered an asset
• Experience in an insurance brokerage
• Experience with insurance document management software is an asset

COMPENSATION

Salary Range: $60000 - $75000 CAD annually

Actual total compensation will be determined based on factors such as a candidates relevant experience knowledge skills location and internal equity.

VACANCY: This position is for an existing vacancy.

USE OF ARTIFICIAL INTELLIGENCE

Our recruitment process may be completed with video conference technology.

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 peoples strength and expertise to offer greater value knowledge and resources to our personal and commercial clients nationwide including comprehensive group benefits.

Acera Insuranceis an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply.