Client Advisor, Commercial Client Care

Client Advisor, Commercial Client Care

Jun 4, 2024 Location :

Ottawa, ON, CA Brampton, ON, CA

We put our people first. As an employer of choice, Acera Insurance, formerly Smith Petrie Carr & Scott Insurance Brokers, 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, COMMERCIAL CLIENT CARE

Your knowledge and experience in commercial insurance, combined with your attention to detail and customer service focus, are the keys to success in the role of Client Advisor, Commercial Client Care.

This role is responsible for providing customer service support, performing policy reviews, processing policy documents, speaking with clients and underwriters, issuing certificates of insurance, schedules, claims reporting, new business quoting, and maintaining file documentation.

LOCATION AND STATUS

• Ottawa, ON or Brampton, ON
• Full-time, permanent

RESPONSIBILITIES

• Reviewing policies to identify coverage gaps, makes recommendations based on clients’ operations, exposures and need
• Compiling renewal information, negotiating renewal terms and preparing all other aspects of renewals
• Maintaining appropriate and clear documentation in agency management systems including policy details, activities and attachments, spreadsheets
• Participating in ongoing scheduled meetings with team to discuss accounts, renewals and day to day service needs and opportunities
• Participating in seminars, classes and webinars for skill and knowledge developments
• Other duties and responsibilities as assigned

QUALIFICATIONS

• 2+ years of related and progressive experience in the insurance industry with a strong working knowledge of commercial insurance products
• Experience working in an insurance brokerage
• RIBO license is required
• CIP designation or CAIB, or working toward is an asset

VALUES & COMPETENCIES

• High degree of professionalism and integrity
• Committed to excellence in customer service and builds strong relationships with clients
• Skilled user of the Microsoft Office Suite of products
• Experience with insurance document management software is an asset
• Demonstrated accountability and reliability in the quality and timeliness of work
• Flexible and adaptable with proven problem-solving skills
• Works well within a team and independently and able to adjust to tight and changing deadlines
• Critical thinker with strong attention to details

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.