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 …
Client Advisor, Commercial Insurance, Small Business
Ottawa, Ontario, Canada · On-site
$60k–$75k/yr
Mid level$75M raised
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 …
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 …
Skills: Personal Insurance, Customer Service, Policy Renewals, Cross-selling, Claims Reporting
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 …
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 …
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 …
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 …
Skills: Personal insurance, Broker management system, Administrative support, Renewal marketing, New business quoting
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 …
Skills: Customer service, Attention to detail, Policy management, Insurance documentation, Communication
Client Advisor, Commercial Insurance, Small Business
Brampton, Ontario, Canada · On-site
$60k–$75k/yr
Mid level$75M raised
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 …
Skills: Commercial Insurance, Customer Service, Policy Review, Renewal Negotiation, Microsoft Office Suite
Client Advisor, Commercial Insurance, Small Business
Brampton, Ontario, Canada · On-site
$60k–$75k/yr
Mid level$75M raised
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 …
Skills: Commercial Insurance, Customer Service, Policy Review, Renewal Negotiation, Microsoft Office Suite
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 …
Skills: Personal Insurance, Commercial Insurance, Ontario Auto Reform, Accident Benefits, RIBO License
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 …
Skills: Administrative support, Reception, Customer service, Attention to detail, Microsoft Office Suite
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 …
We put our people first. As an employer of choice, Acera Insurance, formerly CapriCMW Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees. Our people are:…
Skills: Personal Insurance, Client Relationship Management, Policy Processing, Risk Assessment, Communication
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 …
Skills: Full cycle accounting, Financial reporting, Microsoft Office Suite, Excel, Analytical skills
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 s…
Skills: Policy Review, Invoicing, Auditing, File Documentation, Microsoft Office Suite
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 …
Skills: Reception, Administrative Support, Microsoft Office Suite, Customer Service, Problem Solving
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 …
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 …
Skills: Personal Insurance, Customer Service, Claims Reporting, Cross-selling, Microsoft Office Suite
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 …
Skills: Commercial Property & Casualty, Automobile Marketing, Negotiation, Relationship Management, Microsoft Office Suite
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$60k–$75k/yr
Full-time
professional certificate
Employee ownership opportunities, Professional development, Collaborative work environment
Posted 2d ago
Apply by Aug 11
~40 hrs/week
Responsibilities
The Client Advisor is responsible for managing commercial insurance renewals, including negotiating terms and identifying coverage gaps for clients. They also maintain accurate documentation in agency management systems and provide ongoing service support to clients and team members.
Requirements
Candidates must have at least 2 years of experience in the insurance industry with a strong working knowledge of commercial insurance products. A RIBO license is required, and professional designations such as CIP or CAIB are considered an asset.
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 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.
LOCATION AND STATUS
Status: Full-Time, Permanent
Location: Ottawa, ON
Key responsibilities include, but are not limited to:
Compiling renewal information, negotiating renewal terms, and preparing all other aspects of renewals
Comparing quote options for multiple carriers and presents coverage comparison as needed
Ensuring renewals are completed 60 days in advance
Reviewing policies to identify coverage gaps, makes recommendations based on clients’ operations, exposures and need
Producing pink cards and certificates of insurance, schedules, and claims reporting
Maintaining appropriate and clear documentation in agency management systems including policy details, activities and attachments, spreadsheets
Assisting in negotiating renewal terms & developing growth
Clearly understanding how their actions can positively or negatively affect relationship with our customers, carriers, and coworkers
Participating in ongoing scheduled meetings with team to discuss accounts, renewals and day to day service needs and opportunities
Participating in seminars, classes, and webinars for skill and knowledge developments
Other duties and responsibilities as assigned
COMPENTECIES
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
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
QUALIFICATIONS
2+ years of related and progressive experience in the insurance industry with a strong working knowledge of commercial insurance products
RIBO license required
CIP or CAIB designation, or working towards is considered an asset
Experience in an insurance brokerage
Experience with insurance document management software is an asset
COMPENSATION
Salary Range: $60,000 - $75,000 CAD annually
Actual total compensation will be determined based on factors such as a candidate’s relevant experience, knowledge, skills, location, and internal equity.
VACANCY: This position is for an existing vacancy.
USE OF ARTIFICIAL INTELLIGENCE
Our recruitment process may be completed with video conference technology.
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.
With several offices across Alberta, British Columbia, Nova Scotia, Ontario, Saskatchewan and Yukon
LinkedIn followers
7,706
Total funding
$75M
As the largest independent, employee-controlled brokerage in Canada, Acera Insurance provides our clients with the utmost certainty in the specialized personal insurance, commercial insurance and group benefits solutions we provide. Built upon the solid foundation of several award-winning firms, Acera Insurance brings greater value, expertise and resources to individuals, families and businesses across the country.
We have been serving Canadians more than 60 years, with teams and offices located from coast to coast.
We are proudly owned by half of our employees, who are empowered to make local decisions and are dedicated to supporting clients in their long-term success.
As a member of the Canadian Broker Network and Benefits Alliance, we have a longstanding history of upholding the independent brokerage model across Canada.
Offices: With several offices across Alberta, British Columbia, Nova Scotia, Ontario, Saskatchewan and Yukon, CA · 675-340 12 Ave SW, Calgary, Alberta, CA · 800-1331 Macleod Trail SE, Calgary, Alberta, CA · 48 Quarry Park Boulevard SE #400, Calgary, Alberta, CA · 1110-5001 19 St, Red Deer, Alberta, CA
Commercial InsurancePersonal InsuranceRisk Managementand Group BenefitsRisk ManagementInsuranceCommercial Insurance
With several offices across Alberta, British Columbia, Nova Scotia, Ontario, Saskatchewan and Yukon
LinkedIn followers
7,706
Total funding
$75M
As the largest independent, employee-controlled brokerage in Canada, Acera Insurance provides our clients with the utmost certainty in the specialized personal insurance, commercial insurance and group benefits solutions we provide. Built upon the solid foundation of several award-winning firms, Acera Insurance brings greater value, expertise and resources to individuals, families and businesses across the country.
We have been serving Canadians more than 60 years, with teams and offices located from coast to coast.
We are proudly owned by half of our employees, who are empowered to make local decisions and are dedicated to supporting clients in their long-term success.
As a member of the Canadian Broker Network and Benefits Alliance, we have a longstanding history of upholding the independent brokerage model across Canada.
Offices: With several offices across Alberta, British Columbia, Nova Scotia, Ontario, Saskatchewan and Yukon, CA · 675-340 12 Ave SW, Calgary, Alberta, CA · 800-1331 Macleod Trail SE, Calgary, Alberta, CA · 48 Quarry Park Boulevard SE #400, Calgary, Alberta, CA · 1110-5001 19 St, Red Deer, Alberta, CA
Commercial InsurancePersonal InsuranceRisk Managementand Group BenefitsRisk ManagementInsuranceCommercial Insurance