Client Advisor, Farm & Equine Insurance

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.

Job Summary

We are currently recruiting for a full time Client Advisor, Farm & Equine Insurance to work in our Kelowna, Hardy location. The Client Advisor works collaboratively with clients, insurance companies and their Acera Insurance (formerly CapriCMW) team members to exceed client expectations. This role advises, explains, promotes, and sells Farm and other Commercial insurance policies to ensure Acera Insurance (formerly CapriCMW) clients are appropriately insured. The role requires someone who has excellent organizational and customer service skills with a good working knowledge of EPIC.

Primary duties include, but not limited to, the following:

• Processing Farm renewals, endorsements, cancellations, changes as well as servicing new walk-in & phone-in business
• Promoting and recommending optimal coverage and additional products available
• Reviewing existing client policies and marketing as necessary

• Educates clients to ensure they understand their business risks and insurance coverage

• Collecting payments from clients in an efficient and timely manner
• Providing an outstanding client service experience

• Supports processes and procedures and past practices; participates in team meetings
• Advocates for changes and additions to service plans that increase value for clients

Competencies & Qualifications:

• Level 1 General Insurance License with the goal of obtaining your Level 2 License
• Experience with EPIC, InsureView and Microsoft office including outlook, excel and word.
  
• Knowledge on Farm practices, Personal Lines, insurance programs, and current market trends would be an asset
• An intimate understanding of Equine related risks including disciplines and anatomy.
• Creates an environment where everyone wants to do their best.
• Excellent communication, presentation and facilitation skills; must be friendly, clear and strong speaker
• Excellent time management and multi-tasking skills
• Strong attention to detail is a must.
• Positive influence and influential to team members especially at times of change

Why join our team?

As a valued member of our 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 Acera’s services and products
• Employee Assistance Program
• Wellness and Lifestyle Spending Accounts
• Career development through leadership training and learning resources
  
• 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®.