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Mobile Client Advisor, Auto Insurance
Mobile Client Advisor, Auto InsuranceAcera Insurance Services Ltd. • Kelowna, Regional District of Central Okanagan, CA
Mobile Client Advisor, Auto Insurance

Mobile Client Advisor, Auto Insurance

Acera Insurance Services Ltd. • Kelowna, Regional District of Central Okanagan, CA
30+ days ago
Job type
  • Full-time
Job description

MOBILE CLIENT ADVISOR, AUTO INSURANCE

Job Information

Location : Kelowna, Powick

Status : Full-Time

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 $45,000 - $80,000 CAD annually; the pay offering is based on location and will vary depending on related education, insurance experience, proven knowledge, skills, and internal equity.

Job Summary

We are currently recruiting for a Mobile Client Advisor, Auto Insurance to work out of our Kelowna Access Roadoffice. We require a conscientious team player with the desire and ability to provide exceptional client service. Previous sales experience will be an asset as you will be working autonomously in a fast paced environment. The schedule for this role is made up of four 9‑hour shifts per week. The successful candidate must be available to work on Saturdays.

Responsibilities

  • Provide auto and other types of insurance to clients at the various local dealerships which includes driving from location to location
  • Be reliable, responsive, build and maintain relationships with dealership team members and 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
  • Work with clients to manage and reduce their risk
  • Respond to emergencies and assist clients with their claims
  • Process transactions in EPIC, ICBC system, autolink and private insurers web portals
  • Others duties and tasks as assigned by team leader

Qualifications

  • Client focused mindset
  • 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
  • A Level 1 Insurance License with the requirement to successfully obtain a Level 2 license within 6 months
  • Must have a valid driver’s license - Local travel is required between dealerships.
  • Minimum of 1 year experience with ICBC and private insurance coverages
  • Acera Insurance is the largest independent, employee‑controlled brokerage 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.

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    Insurance Advisor • Kelowna, Regional District of Central Okanagan, CA

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