Mobile Client Advisor, Auto Insurance

Mobile Client Advisor, Auto Insurance

Jul 15, 2024 Location :

Kelowna, British Columbia, CA

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 :

• 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.

Job Information

Pay Range : $36,000-$42,000 plus commissions

Location : Kelowna, Powick

Status : Full-Time, Permanent

Job Summary

We are currently recruiting for a Mobile Client Advisor, Auto Insurance to work out of our Kelowna Access Road office. We require a conscientious team player with the desire and ability to provide exceptional client service.

Previous sales experience will be an asset as you will be working autonomously in a fast paced environment. The schedule for this role is made up of four 9 hour shifts per week.

The successful candidate must be available to work on Saturdays.

You will use your expertise to :

• Provide auto and other types of insurance to clients at the various local dealerships which includes driving from location to location
• Maintaining and building dealership relationships
• Recommend and implement clients' insurance coverages, premiums and methods of payment
• Provide information on varying insurance policies, including risk coverages, limitations and other features
• Work with clients to manage and reduce their risk
• Respond to emergencies and assist clients with their claims
• Processing Transactions in EPIC, ICBC system, autolink and private insurers web portals
• Others duties and tasks as assigned by team leader

We’d like to hear from you if you have :

Must-haves (Minimum Requirements)

• Client focused mindset
• Adaptable and accepting of change
• Well-developed people and professional communication skills
• Courteous to clients and co-workers
• Adhere to the Insurance Council of BC Code of Conduct
• A Level 1 Insurance License with the requirement to successfully obtain a Level 2 license within 6 months
• Must have a valid driver’s license - Local travel is required between dealerships.
• Minimum of 1 year experience with ICBC and private insurance coverages

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.