We put our people first. As an employer of choice, Acera Insurance, formerly Megson FitzPatrick 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 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
Acera is looking for an ambitious, engaging, and experienced Client Advisor to join our Commercial Client Care team. As our Client Advisor, you will have the overall responsibility for maintaining and growing a book of small business of accounts ranging from $500 - $5,000 in premium.
Main Responsibilities:
- Manage and service a book of commercial clients;
- Grow existing book of business by taking trade off from CA's as required and through organic growth;
- Set and achieve annual book revenue goals;
- Manage the renewal process;
- Participate in the claims process;
- Responsible for the books accounts receivables;
- Participate in up-sell and cross-sell initiatives to grow business;
- Assist the new business team as required;
- Works effectively and efficiently in our Broker Management System;
- 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;
- All other duties as directed by management.
Location and Status:
Victoria, BC
Permanent full-time employment (35 hrs/week)
Hours: Monday-Friday 9am – 5pm, In-Office
Qualifications:
- Minimum Level 2 license or close to completion;
- Minimum 2 years of Commercial Insurance experience;
- CAIB and/or CIP designation or on an education plan;
Values & Competencies:
- High degree of professionalism and integrity;
- Exceptional interpersonal skills;
- Willingness to coach and be coached;
- Excellent organization skills;
- Good judgement and decision-making skills;
- Works well within a team and independently;
- Excellent written and verbal communication skills;
- Flexible and adaptable with proven problem-solving skills;
- Excellent time management.
- Demonstrates initiative, self-management and a desire to learn and grow.
- Strong Initiative;
- 100% client focused and service oriented;
- High level of follow-up and follow-through;
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.
To apply for a position, please go to https://www.megsonfitzpatrick.com/about-us/careers/ and complete an online profile/application. We will no longer accept resumes via email.
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