Client Advisor, Personal Insurance - Megson FitzPatrick

Client Advisor, Personal Insurance - Megson FitzPatrick

Jul 13, 2024 Location :

Nanaimo, British Columbia, CA Victoria, British Columbia, CA

We put our people first. As an employer of choice, Acera Insurance, formerly Megson FitzPatrick 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.

CLIENT ADVISOR, PERSONAL INSURANCE

Acera is looking for an ambitious, engaging Client Advisor, Personal Insurance who is driven to grow and nurture business relationships.

As a Client Advisor, you will provide excellent customer service as well as be able to relay your technical expertise to both existing and new clients in person, through email, and over the phone.

To help you succeed in the role, you will be backed by our strong, well-established company brand that has a strong connection to the community.

Main Responsibilities :

• Provide excellent customer service to an existing book of business;
• Write new business;
• Participate in up-sell and cross-sell initiatives;
• Day to day client servicing;
• All other duties as directed by management.

Location and Status :

Nanaimo or Victoria, BC

Permanent full-time employment (37.5 hrs / week)

Hours : Monday Friday, 8 : 30am 5pm

Salary Range : $50K - $65K per year

Qualifications :

• Level 2 Insurance License would be considered an asset;
• 3-5 Years previous Personal Insurance experience considered an asset;
• Working towards CAIB or CIP designation considered 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 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.