Job Description
Full job description
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.
Job Details
Status: Full-Time, Permanent
Location: Penticton, BC
Pay Range: 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 - $55,000 CAD annually, plus quarterly incentives; 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 full-time Client Advisor, Personal Insurance in our Penticton location. The Client Advisor works collaboratively with clients, insurance companies and their Acera Insurance team members to exceed client expectations. This role advises, explains, promotes and sells home and other personal insurance policies to ensure Acera Insurance clients are appropriately insured.
Essential Job Functions:
Primary duties include, but are not limited to:
Processing renewals, endorsements, cancellations, changes as well as servicing new walk-in & phone-in business
Updating and maintaining automated forms for new business, endorsements, renewal and claims
Promoting and recommending optimal coverage and additional products available
Collecting payments from clients in an efficient and timely manner
Providing back-up support to front desk as necessary
Providing an outstanding client service experience
Reviewing existing client policies and marketing as necessary
Qualifications and Soft Skill Requirements:
Level 1 BC General Insurance License
Previous experience working in Insurance
Experience with Broker Management Systems, various company portals, Microsoft Office applications including Outlook, Excel and Word
Client-centric approach
Strong verbal and written communication
Exceptional organizational skills with the ability to work under pressure
Builds and maintains positive relationships with clients and insurance companies
Courteous and professional manner with clients and co-workers
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.
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.
Job Details
Status: Full-Time, Permanent
Location: Penticton, BC
Pay Range: 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 - $55,000 CAD annually, plus quarterly incentives; 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 full-time Client Advisor, Personal Insurance in our Penticton location. The Client Advisor works collaboratively with clients, insurance companies and their Acera Insurance team members to exceed client expectations. This role advises, explains, promotes and sells home and other personal insurance policies to ensure Acera Insurance clients are appropriately insured.
Essential Job Functions:
Primary duties include, but are not limited to:
Processing renewals, endorsements, cancellations, changes as well as servicing new walk-in & phone-in business
Updating and maintaining automated forms for new business, endorsements, renewal and claims
Promoting and recommending optimal coverage and additional products available
Collecting payments from clients in an efficient and timely manner
Providing back-up support to front desk as necessary
Providing an outstanding client service experience
Reviewing existing client policies and marketing as necessary
Qualifications and Soft Skill Requirements:
Level 1 BC General Insurance License
Previous experience working in Insurance
Experience with Broker Management Systems, various company portals, Microsoft Office applications including Outlook, Excel and Word
Client-centric approach
Strong verbal and written communication
Exceptional organizational skills with the ability to work under pressure
Builds and maintains positive relationships with clients and insurance companies
Courteous and professional manner with clients and co-workers
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.
💡 Quick Summary
Seeking a career-building opportunity? The Client Advisor, Personal Insurance position is now open for candidates interested in the Back Office Jobs sector. This role in Penticton offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Back Office Jobs is a plus.
