Client Advisor, Commercial Insurance

Acera Insurance Services Ltd
CA - Ontario - Ottawa
November 16, 2024
Financial

KRS Insurance Brokers is now part of Acera Insurance.

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

As part of our team, you will focus on responding to inbound quote requests from our online application process and underwrite, quote, and issue all new business documentation for clients. The Client Advisor, Commercial Insurance, New Business will help to develop relationships with potential clients by assessing their insurance needs, providing coverage recommendations from top insurers, and completing risk assessments. To ensure the focus remains on new business, once the risk is bound and issued, the new client will be assigned to a servicing broker for future handling.

We will train you on our specialized programs and you will become the expert, armed with the knowledge to educate and guide clients to ensure satisfaction and fulfilment of their insurance needs. Our policies are tailored for owners of beauty care businesses, such as hair stylists & estheticians, and pet care businesses, such as groomers, dog trainers and boarding facilities. We offer our clients a modern, uncomplicated experience for their business insurance, and we are setting the industry standard for beauty and pet care business insurance. We operate under the brand names of PROfur and PROtique.

LOCATION AND STATUS

Any Acera Ontario office - preference will be given to Newmarket, ON
Full-time, permanent

JOB RESPONSIBILITIES

Reviewing applications and proactively advising and assisting prospects to determine coverages and limits required for each unique business prospect.
Calculating accurate quotes and communicating premium, notable conditions of coverage and binding requirements to prospects.
Follow up with prospects for quote questions & coverage review.
Issuance of new policy documentation.
Identify and refer opportunities for cross-selling home, auto, and other business operations, to other Acera experts.

QUALIFICATIONS

RIBO License required
Minimum 2 years of progressive experience in the insurance industry
Experience with Commercial Insurance is an asset
Self-motivated and committed to excellence in customer service
Strong interpersonal skills
High degree of comfort with technology - we are paperless!
Skilled user of Microsoft Office, fast and accurate typing skills
Skilled at problem solving and decision making in the client's best interest.
CAIB or CIP designation is an asset

VALUES & COMPETENCIES

High degree of professionalism and integrity
Critical thinker with strong sense of urgency and the ability to prioritize and multi-task
Commitment to sales excellence with an ability to build strong client relationships
Accountability and reliability in the quality and responsiveness of work
Familiarity and comfort with online tools and technology
Flexible and adaptable with proven resilience when faced with new and unique situations
Team-player with the ability to work independently, collaborate, interact, and build effective relationships

KRS Insurance Brokers joined Acera Insurance in January 2024.

Acera Insurance is 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.

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Read the full job description and apply online on the recuiter's web-site

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