Client Advisor, Commercial Insurance, New Business

at  Acera Insurance Services Ltd

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 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 INSURANCE, NEW BUSINESS

Acera Insurance is looking for an ambitious, engaging, experienced Client Advisor, Commercial Insurance, New Business to join our team. As a Client Advisor, you will work with the New Business team to ensure all reactive new business clients’ needs are met and exceeded.

QUALIFICATIONS:

• CAIB and or CIP designations or on an education plan;
• Minimum Level 2 license;
• Minimum 2 years of commercial insurance experience required
• Personal insurance experience is considered an asset;

• Respond to new business calls that come into the Commercial department;
• Market and place new business with insurers;
• Build relationships with insurers;
• Review lost business reports to look for opportunities;
• Process first renewal and then trade-off to appropriate Client Executives;
• Process new business renewals and endorsements;
• Work as a team to meet and exceed the established sales goal;
• Attend networking events and insurer meetings as required;
• Work with other commercial team members, and management to deliver an exceptional customer experience;
• Follow all established rotation schedules;
• Participate in the claims process with the claims team;
• Assist in collecting accounts receivables;
• Participate in up-sell and cross-sell initiatives to grow business;
• Maintain a high level of customer service standards using our core values as the foundation of your service – Commit to Excellence, Take Ownership, Put People First, Make Work Fun;
• Mentor with the Independent Business Unit Client Executives and learn commercial coverages and how to sell new small commercial policies;
• All other duties as directed by management