Client Advisor, Commercial Insurance

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 700 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 1,300 professionals across Canada and change the way people feel about insurance. CLIENT ADVISOR, COMMERCIAL INSURANCE Your knowledge and experience in Commercial Insurance combined with your attention to detail and customer service focus are the keys to success in the role of Client Advisor, Commercial Insurance. Key responsibilities of this role include providing support to the Commercial Team by preparing broking submissions, developing client proposals, conducting MSA Reviews, and managing day-to-day client communications. Other tasks you would be responsible for is the issuance of certificates of insurance, review and processing policy documentation, premium invoicing, producing pink cards, claims reporting, and maintenance of client schedules and file documentation. LOCATION AND STATUS Calgary, AB Full-time, permanent QUALIFICATIONS 5+ years of related and progressive experience in the insurance industry with a strong working knowledge of Commercial Insurance products Experience in an insurance brokerage Alberta Level 2 License CIP or CAIB designation, or working towards is considered an asset VALUES & COMPETENCIES High degree of professionalism and integrity Committed to excellence in customer service and builds strong relationships with clients Skilled user of the Microsoft Office Suite of products Experience with insurance document management software is an asset Demonstrated accountability and reliability in the quality and timeliness of work Flexible and adaptable with proven problem-solving skills Works well within a team and independently and able to adjust to tight and changing deadlines Critical thinker with strong attention to details Acera Insurance is the largest independent, employee-controlled brokerage in Canada. We are proudly 100% Canadian owned and operated. With over 70 locations across British Columbia, Alberta, Saskatchewan, Ontario, Nova Scotia, and the Yukon, $1.4 billion in gross written premium, and $1.3 billion group retirement savings assets under management, 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.

The Client Advisor will support the Commercial Team by preparing broking submissions, developing client proposals, and conducting MSA reviews. They are also responsible for managing day-to-day client communications, processing policy documentation, and handling premium invoicing and claims reporting.

Candidates must have 5+ years of progressive experience in the insurance industry with a strong working knowledge of Commercial Insurance products. An Alberta Level 2 License is required, while a CIP or CAIB designation is considered an asset.

• Employee ownership opportunities • Professional development • Inclusive workplace culture

• Gestion du tempsSouhaitée
• Service à la clientèleSouhaitée
• Résolution de problèmesSouhaitée
• Souci du détailSouhaitée
• CommunicationSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Commercial Insurance
• Customer Service
• Broking Submissions
• Client Proposals
• MSA Reviews
• Policy Documentation
• Premium Invoicing
• Claims Reporting
• Microsoft Office Suite
• Document Management Software
• Attention To Detail
• Problem-solving
• Accountability
• Time Management
• Communication
• Relationship Building
• Insurance Industry
• Professionalism
• Brokerage
• Management
• Critical Thinking
• Document Management Systems
• Invoicing
• Problem Solving
• Risk Management
• Microsoft Office
• Detail Oriented

• Finance & Accounting
• Customer Service & Support
• Administrative
• Commercial Insurance Advisor
• Insurance Customer Service Representative
• Insurance Representatives
• Customer Service Representatives

Formation minimale

Diplôme professionnel

Expérience minimale

5+ ans

Postuler avant le

5 août 2027

Langue de l’offre

anglais

Heures de travail

40 heures par semaine