Client Advisor, Auto Insurance

Client Advisor, Auto Insurance

Jul 13, 2024 Location :

Penticton, 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 Status

Status : Full-Time,

Pay Range : $40,000-$50,000 plus quarterly incentives

Location : Penticton

Job Summary

We are currently recruiting for a full-time Client Advisor, Auto Insurance to work in our Penticton office. This role’s purpose is to advise, explain, promote and sell insurance policies to ensure Acera clients are correctly insured.

If you thrive on a high pace and keeping clients happy while protecting their livelihood, this role is for you.

You will use your expertise to :

• Provide auto and other types of insurance, including commercial fleet, to our clients
• Recommend and implement clients' insurance coverages, premiums and methods of payment
• Provide information on varying insurance policies, including risk coverages, limitations and other features
• Respond to emergencies and assist clients with their claims
• Process transactions in EPIC, ICBC system, autolink and private insurers web portals
• Complete others duties and tasks as assigned by your team leader

We would like to hear from you if you have :

Must-haves (Minimum Requirements)

• Client focused mindset
• The ability to work weekends
• Adaptable and accepting of change
• Well-developed people and professional communication skills
• Courteous to clients and co-workers
• Adhere to the Insurance Council of BC Code of Conduct
• Preference will be given to candidates with a Level 1 BC General Insurance License

Why join our team?

As a valued member of our Acera Insurance family, you will be awarded a competitive annual salary, evaluated on your education, skills, and experience, including :

• Generous incentives and bonus programs
• Employee ownership opportunities
• Life, disability, health, and dental insurance coverage
• Group RRSP program
• Employer-matched pension plan
• Discounts on Acera's services and products
• Employee Assistance Program
• Wellness and Lifestyle Spending Accounts
• Career development through leadership training and learning resources
• And many more!

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.