Client Advisor, Commercial Auto Insurance - Megson FitzPatrick

Client Advisor, Commercial Auto Insurance - Megson FitzPatrick

Jul 23, 2024 Location :

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 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, COMMERCIAL AUTO INSURANCE

Acera, Victoria is looking for an ambitious, engaging experienced Client Advisorto join our Commercial Auto team. The successful candidate will work on large and small fleets, garage policies, special coverage policies and personal auto policies for commercial clients to name a few things.

You will have strong knowledge of commercial auto insurance needs, as well as rating and coverage requirements for commercial vehicles.

MAIN RESPONSIBILITIES :

• Provide excellent customer service and technical knowledge to our clients in person, on the phone, and through email;
• Review and process ICBC and private auto renewals, endorsements, new plate policies and cancellations;
• Work with the Commercial Auto Team to ensure service levels and client expectations are met and exceeded;
• Thoroughly review claims histories and repayment options;
• Be a good resource, using your knowledge and expertise, for our team members;
• Liaise between ICBC and the client to ensure coverage needs are met;
• Assist in the batching of the documents in the ICBC and the Autolink system;
• Assist in the management of the commercial auto renewal lists;
• Assist in the management of the Team’s EPIC Homepage and general email box;
• Work with our Broker Management System (EPIC) and follow workflows;
• Review private auto policy wordings and associated documents for accuracy, completeness and note and correct any errors;
• Available to work outside of regular office hours as required
• All other duties as directed by management

LOCATION AND STATUS :

Victoria, BC (Uptown and Royal Bay Office)

Permanent full-time employment (37.5 hrs / week)

Hours 8 : 30am 5 : 00pm

$45K - $55K per year

QUALIFICATIONS :

• General Insurance level 2 license is considered an asset;
• CAIB and / or CIP Designation, or on an education plan;
• 2 years ICBC experience is considered an asset;
• Fleet / Garage experience is considered an asset;

VALUES & COMPATENCIES :

• High degree of professionalism and integrity;
• Business acumen;
• Exceptional interpersonal skills;
• Good judgement and decision-making skills;
• Ability to work independently and collaboratively;
• Excellent written and verbal communication skills;
• Demonstrates initiative, self-management and a desire to learn and grow.
• Ability to thrive in a fast paced, challenging work environment;
• Proficiency with technology including Microsoft Office;
• Work effectively and efficiently in our Broker Management System;
• Strong attention to detail;
• Strong time-management skills;
• Efficient and always looking to improve processes and procedures;
• Critical thinker with excellent problem-solving skills;
• Excellent customer service skills;
• Reliable;
• Responsive;
• Career focused;
• Self-motivated with strong initiative;
• Strong organizational skills;

Acera Insurance is one of 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.