New Job Personal Lines, Client Advisor In Yukon

Personal Lines, Client Advisor
Personal Lines, Client Advisor

Personal Lines, Client Advisor

Company : Acera
Salary : Details not provided
Location : Yukon

Full Description

The Company

Acera Insurance is one of Canada’s largest independent insurance brokerages, formed through the merger of two award-winning, locally and employee-owned companies – CapriCMW and Rogers Insurance Group of Companies. Our roots serving local communities across Canada dates back to 1975. This merger brought together decades of experience in insurance, risk management and group benefits and specialized expertise across a broad spectrum of sectors. With 1,000 employees located in over 50 offices and $1 billion in gross written premium, Acera Insurance is positioned to bring even more value to our clients and local communities as we expand our geographic footprint, expertise and resources to support the changing needs of our clients.

We are currently seeking a high energy, friendly individual, who enjoys working with people and is looking for variety in their work to join our Whitehorse team as a Personal Lines, Client Advisor.

You might be asking: What does a ‘Personal Lines, Client Advisor’ do? A Personal Lines, Client Advisor works with Acera (formerly CapriCMW) clients by advising, explaining, promoting, and selling, home, private auto and other personal insurance policies to ensure that they are properly covered in the event of a loss. The Client Advisor works collaboratively with clients, insurance companies and their Acera (formerly CapriCMW) team members to exceed client expectations.

You might now be wondering, what does a day in the life of this role look like?

The “traditional” answer includes: processing renewals, endorsements, cancellations and changes, as well as servicing new walk-in and phone-in business. Updating and maintaining automated forms of new business, endorsements, renewals and claims. Promoting and recommending optimal coverage and additional products that are available. Collecting payments from clients and providing back-up support to the front desk as necessary. Lastly, renewing existing client policies and marketing as necessary.

The “non-traditional” answer includes: working in a role where you have the opportunity to build relationships and interact with new and existing clients on a daily basis. Each of your clients’ needs vary from the last which provides variety in your work and with the support of your team you frequently come up with solutions to scenarios you have not dealt with previously. You are gratified knowing that your client left with the best coverage and an exceptional client service experience, and you are included as one of their trusted advisors.

No experience? No problem! We know that finding someone with experience in this area can be difficult. With solid expertise in office and fantastic team willing to train, we are seeking a highly motivated “go getter” with fantastic energy and a can-do disposition, to join our team!

What’s in it for you?

Opportunity! Reward and recognition and working in collaboration with some of the best in the business! Fun events throughout the year, ongoing education, opportunities for growth and leadership, long time career and management opportunity, working in collaboration with the Whitehorse location, building a great network,…..but most of all, the opportunity to start a career in a stable industry working with fantastic people.

Who you are?

As the successful candidate, you love working with people and have a strong ability to build and maintain relationships. You have strong organization skills and work well under pressure in a supportive environment. You are a self-directed learner. You are always looking for what’s next and not afraid to go get it. You ask lots of questions, you have an inquisitive mind, and you are a go getter. You understand the importance of offering exceptional client service and work hard to be the best. You take initiative to stretch, and you are comfortable helping those around you do the same. You are a problem solver, and like a good puzzle.

You are efficient. You accomplish this by being tech savvy, leveraging technology, tools resources and information to help you accomplish your goal. You are a high performer and you are looking for to grow in an organization recognized as one of the Best Workplaces™ in Canada.

This role is open and is waiting for you. Dive in……we are looking forward to hearing from you!

Why Join our Team?

As a valued member of the Acera Insurance (formerly CapriCMW) family, you will be awarded a competitive annual salary, evaluated on your education, skills, and experience, including:

  • Generous incentives and bonus programs
  • Employee ownership opportunities
  • Life, disability, health, and dental insurance coverage
  • Group RRSP program
  • Employer-matched pension plan
  • Discounts on CapriCMW's services and products
  • Employee Assistance Program
  • Wellness and Lifestyle Spending Accounts
  • Career development through leadership training and learning resources
  • Be a part of an award-winning network of 500+ professionals in 17 offices across BC, Yukon, and Ontario
  • And many more!

Acera Insurance (formerly CapriCMW) offers a fun, collaborative work environment with lots of opportunity for long-term professional and personal growth. As an independent, employee-owned company, we are proud to be named one of Canada's Best Workplaces™ in Financial Services and Insurance by Great Place to Work®.