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Client Advisor, Personal Insurance

Client Advisor, Personal Insurance

Acera InsuranceCalgary, AB, CA
Il y a plus de 30 jours
Salaire
55 000,00 $CA – 75 000,00 $CA par an
Type de contrat
  • Temps plein
Description de poste

Client Advisor, Personal Insurance

Jul 22, 2024 Location :

Surrey, British Columbia, CA

Janzen Insurance is now part of Acera Insurance.

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

Job Details

Status :  Full-Time, Permanent

Location :  Surrey, BC

Pay Range :  $55,000-$75,000 per year

Job Summary

We are currently recruiting for a full-time Client Advisor, Personal Insurance to join our team! The Client Advisor, Personal Insurance works collaboratively with clients, insurance companies, and their Janzen Insurance colleagues to exceed client expectations. This role advises, explains, promotes and sells auto, home, and other personal insurance policies to ensure Janzen Insurance clients are appropriately insured.

Essential Job Functions :

Primary duties include, but are not limited to :

  • Recommend and provide Auto and Personal insurance products to our clients
  • Processing renewals, endorsements, cancellations, changes as well as servicing new walk-in & phone-in business
  • Updating and maintaining automated forms for new business, endorsements, renewal and claims
  • Promoting and recommending optimal coverage and additional products available
  • Collecting payments from clients in an efficient and timely manner
  • Providing back-up support to front desk as necessary
  • Providing an outstanding client service experience
  • Reviewing existing client policies and marketing as necessary

    • Qualifications and Soft Skill Requirements :

  • Level 2 BC General Insurance License
  • 2 or more years of demonstrated Auto and Personal Insurance experience
  • Experience with Broker Management Systems, various company portals, 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

    • Janzen Insurance joined Acera Insurance in June 2024.

    Acera Insurance is 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.