Client Executive, Commercial Client Care

Client Executive, Commercial Client Care

Jul 3, 2024 Location :

Kelowna, British Columbia, CA

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 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 : Kelowna, BC

Compensation : Acera’s total compensation offerings are based on pay for performance that recognizes exceptional individual and company performance.

The typical hiring range for this position is from $60,000.00 - $75,000.00 CAD annually; the pay offering is based on location and will vary depending on related education, insurance and sales experience, proven knowledge, skills, and internal equity.

Job Purpose :

Acera is looking for an ambitious, engaging, and experienced Client Executive to join our Commercial Client Care team. The successful candidate is client focused, ambitious, innovative, professional, friendly, and courteous in all interactions.

This role is responsible for the sales of new and renewal commercial insurance policies.

Essential Job Functions

• Writing new independent business commercial policies with small to medium sized accounts from in house referrals, calls and walk ins
• Special event liability, hole in ones
• Maintaining account receivables
• Receiving and processing all incoming paperwork, providing quotes to clients, reviewing existing coverage and updating customer file in EPIC
• Remarketing of existing client policies and marketing of new client policies
• Reviewing applications, renewal requests, and endorsement for compliance with underwriting authority and guidelines, as authorized by our companies or in house underwriting.
• Provide primary response for incoming and outgoing requests from clients and insurance companies

Competencies & Qualifications

• Minimum five years of Commercial or Personal Lines Insurance experience
• Level 2 BC General Insurance licence
• 100% client focused and service oriented
• Knowledge of EPIC and Policy Works an asset, Word, Excel, and Outlook
• CAIB and / or CIP designation preferred
• 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
• Strong knowledge of commercial lines products and wordings

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.