Talent.com
Client Advisor, Personal Insurance
Client Advisor, Personal InsuranceAcera Insurance • Burnaby, British Columbia, CA
Client Advisor, Personal Insurance

Client Advisor, Personal Insurance

Acera Insurance • Burnaby, British Columbia, CA
2 days ago
Job type
  • Full-time
  • Permanent
Job description

Client Advisor, Personal Insurance

Jan 12, 2026 Location :

Burnaby, British Columbia, CA

We put our people first. As an employer of choice, Acera Insurance, formerly CapriCMW 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 550 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 1,000 professionals across Canada and change the way people feel about insurance.

Job Details

Status :  Full-Time, Permanent

Location :  Burnaby, BC

Pay Range :  Acera’s total compensation offerings are based on pay for performance that recognizes exceptional individual and team performance. The typical hiring range for this position is from $55,000 – $70,000 CAD annually; the pay offering is based on location and will vary depending on related insurance experience, knowledge, skills, and internal equity.

Job Summary

We are currently recruiting for a full-time Client Advisor, Personal Insurance to join our team! In this role, you will work collaboratively with clients, insurance companies and with your internal team to provide an exceptional client experience. You will be responsible for advising, explaining, promoting and selling home, auto, and other personal insurance policies to ensure our clients are appropriately insured and protected.

Essential Job Functions :

Primary duties include, but are not limited to :

  • Providing in-person, phone, and email service to clients, including processing renewals, endorsements, cancellations, policy changes, and new policies (ICBC, private auto, and personal insurance; commercial auto / fleet as required)
  • Recommending and promoting optimal coverage, premiums, payment methods, and additional products
  • Reviewing policy wordings and associated documents for accuracy, completeness, and correcting errors as needed
  • Updating and maintaining automated forms for new business, endorsements, renewals, and claims
  • Reviewing existing client policies and marketing as necessary
  • Collecting payments in an efficient and timely manner
  • Providing back-up support to the front desk as needed
  • Delivering an outstanding client service experience
  • Qualifications and Soft Skill Requirements :

  • Level 1 BC General Insurance License is required; Level 2 BC General Insurance License considered an asset
  • 3 or more years of previous Personal Insurance experience
  • Experience with Broker Management Systems, such as EPIC
  • Microsoft Office applications including Outlook, Excel and Word
  • Client-centric approach
  • Strong verbal and written communication
  • Exceptional organizational skills with the ability to work under pressure
  • Builds and maintains positive relationships with clients and insurance companies
  • Courteous and professional manner with clients and co-workers
  • Acera Insurance is one of the largest independent, employee-controlled brokerages in Canada. With over 60 locations across Alberta, British Columbia, Ontario, and the Yukon, and $1 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.

    Create a job alert for this search

    Client Advisor Personal Insurance • Burnaby, British Columbia, CA

    Similar jobs
    Policy Administration Specialist, Insurance (Hybrid)

    Policy Administration Specialist, Insurance (Hybrid)

    Nicola Wealth • Vancouver
    Full-time
    A leading financial services firm in Vancouver is seeking an In Force Associate to manage insurance policy servicing and administration. This role requires attention to detail and exceptional client...Show more
    Last updated: 8 days ago • Promoted
    Customer Service - Remote - 50k-60k / Year

    Customer Service - Remote - 50k-60k / Year

    Spade Recruiting • Squamish, British Columbia
    Remote
    Full-time
    Quick Apply
    We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization. This position will work with multiple clients throughout the day pr...Show more
    Last updated: 30+ days ago • Promoted
    Strategic IT Solutions Reseller Partner

    Strategic IT Solutions Reseller Partner

    ATIA Ltd • Richmond, Metro Vancouver Regional District, Canada
    Remote
    Full-time
    A multinational IT services provider is seeking partnership companies in Canada to find clients needing IT systems or web applications. Ideal partners should have a prebuilt client database and gene...Show more
    Last updated: 13 days ago • Promoted
    In-Office Personal Lines Advisor | Build Client Trust

    In-Office Personal Lines Advisor | Build Client Trust

    DGA Careers • Vancouver
    Full-time
    A reputable independent brokerage in Metro Vancouver is looking for a Personal Lines Advisor to join their team.This in-office role requires a service-oriented professional with a minimum of 2 year...Show more
    Last updated: 3 days ago • Promoted
    Client & Program Manager – Housing Insurance

    Client & Program Manager – Housing Insurance

    BC Non-Profit Housing Association • Vancouver
    Full-time
    A community-focused organization in Vancouver seeks an experienced Client & Program Manager to support non-profit housing providers. The successful candidate will assist in navigating policy informa...Show more
    Last updated: 3 days ago • Promoted
    Advisor, Personal Insurance (New Business)

    Advisor, Personal Insurance (New Business)

    Waypoint • Vancouver
    Full-time
    Advisor, Personal Insurance (New Business).Be among the first 25 applicants.Direct message the job poster from Waypoint.The Advisor, Personal Insurance plays a crucial role in responding to inbound...Show more
    Last updated: 8 days ago • Promoted
    Insurance Advisor II — Personal & Commercial Lines

    Insurance Advisor II — Personal & Commercial Lines

    Co-operators • Vancouver
    Full-time
    A leading Canadian financial services co-operative is seeking an Associate Insurance Advisor II in Vancouver.This role focuses on supporting agency operations through sales and service of insurance...Show more
    Last updated: 8 days ago • Promoted
    Client Advisor

    Client Advisor

    LOUIS VUITTON • Vancouver
    Full-time +1
    Louis Vuitton is always looking for highly motivated Client Advisors with a passion for creating memorable experiences for our worldly clientele. Please note : employment eligibility for this role re...Show more
    Last updated: 22 days ago • Promoted
    Client Services Lead

    Client Services Lead

    Targeted Talent • Richmond, BC, Canada
    Full-time
    The Client Services Lead will oversee and assist customer success employees in the performance of their job duties such as responding to customer inquiries and resolving issues or complaints.Help b...Show more
    Last updated: 30+ days ago • Promoted
    Financial Insurance Representative

    Financial Insurance Representative

    Serenia Life Financial • Vancouver, BC, Canada
    Full-time
    Imagine building your career with a company that is both Human and Kind….Canadians protect the people they love and live generously for nearly 100 years. Our approach is simple : understand ou...Show more
    Last updated: 30+ days ago • Promoted
    Client Advisor

    Client Advisor

    RBC • Vancouver
    Full-time
    This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking.A...Show more
    Last updated: 8 days ago • Promoted
    Compensation Advisor

    Compensation Advisor

    QuadReal Property Group • Vancouver
    Full-time
    QuadReal Property Group is a global real estate investment, operating and development company headquartered in Vancouver, British Columbia. Its assets under management are $94 billion.From its found...Show more
    Last updated: 8 days ago • Promoted
    Remote Life Insurance Agent

    Remote Life Insurance Agent

    AO Globe Life • Vancouver, BC, CA
    Remote
    Full-time
    Quick Apply
    Are you looking for a flexible, fulfilling career that allows you to work from home while making a real impact on families across North America?. AO, a leader in Globe Life Insurance Company’s...Show more
    Last updated: 30+ days ago
    Insurance Account Specialist – Client Services

    Insurance Account Specialist – Client Services

    Wylie-Crump Limited • Vancouver
    Full-time
    A reputable insurance brokerage in Vancouver is seeking an experienced Account Associate to provide reliable support across servicing, broking, and client communication. The role involves partnering...Show more
    Last updated: 8 days ago • Promoted
    Defined Benefits Senior Client Manager

    Defined Benefits Senior Client Manager

    Alight Solutions • Vancouver
    Full-time
    Are you a fast learner who is fascinated by Client interactions?.Are you a talented project manager looking to build your skills working with high profile clients?. The DB Senior Client Success Mana...Show more
    Last updated: 6 days ago • Promoted
    Wealth Associate

    Wealth Associate

    National Bank • Richmond, BC, CA
    Full-time
    A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out ...Show more
    Last updated: 3 days ago • Promoted
    Product Advisor

    Product Advisor

    Squamish Toyota • Squamish, BC, Canada
    Full-time
    Squamish Toyota is dealership that has a strong presence with many loyal customers.We have sold many Toyotas since our inception and we're growing. If this sounds like the right opportunity for ...Show more
    Last updated: 30+ days ago • Promoted
    Personal Insurance Analytics and Reporting Specialist

    Personal Insurance Analytics and Reporting Specialist

    Definity Financial Corporation • Vancouver
    Full-time
    A leading insurance firm located in Vancouver is seeking a Specialist for PI Financial Reporting & Analysis.The candidate will report performance to senior leaders and manage annual planning cycles...Show more
    Last updated: 6 days ago • Promoted