Client Executive, Signature Insurance
Top Benefits
About the role
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 EXECUTIVE, SIGNATURE INSURANCE
Acera is looking for an ambitious, engaging Client Executive, Signature Insurance to manage a successful portfolio of high net-worth clients. As a Client Executive, Signature Insurance, you will provide excellent customer service as well as be able to relay your technical expertise to both existing and new clients in person, through email, and over the phone. To help you succeed in the role, you will be backed by our strong, well-established company brand that has a strong connection to the community. This role is responsible for: providing excellent customer service to an existing book of business, writing new business, participating in up-sell and cross-sell initiatives, day to day client servicing, and all other duties as directed by management.
JOB DETAILS
Status: Full-Time, Permanent
Location: Kelowna, BC
Pay Range: Acera’s total compensation offerings are based on pay-for-performance that recognizes exceptional individual, team and company performance. The typical hiring range for this position is from $70,000 - $80,000 CAD annually, plus an attractive incentive based on new business generated; the pay offering is based on location and will vary depending on related experience, proven knowledge, skills, and internal equity.
QUALIFICATIONS:
- Level 2 Insurance License preferred;
- 3-5 Years previous Personal Insurance experience is required;
- Working towards CAIB or CIP designation considered an asset;
- Competitive by nature and career driven;
- A strong business acumen; post-secondary business courses considered an asset;
- Has demonstrated excellent customer service skills in previous positions;
- In-depth knowledge of personal insurance products;
- Excellent technical and computer skills.
VALUES & COMPETENCIES
- High degree of professionalism and integrity;
- A strong business acumen;
- Exceptional interpersonal skills;
- Good judgement and decision-making skills;
- Works well within a team and independently;
- Excellent written and verbal communication skills;
- Flexible and adaptable with proven problem-solving skills;
- Demonstrates initiative, self-management and a desire to learn and grow.
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.
About Acera Insurance Services Ltd.
As one of the largest independent, employee-controlled brokerages in Canada, Acera Insurance provides our clients with the utmost certainty in the specialized personal insurance, commercial insurance and group benefits solutions that 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.
60+ years in the community We are committed to serving and strengthening our communities.
1,000+ employees Our team provides clients with insurance, risk management and specialized group benefits solutions in all sectors across Canada.
60+ locations nationwide We proudly serve all Canadians, with offices in Alberta, British Columbia, Ontario and the Yukon.
550+ employee owners Our employee owners are empowered to make local decisions and are dedicated to supporting clients in their long-term success.
20+ years of advocacy As a founding member of the Canadian Broker Network, we have a longstanding history of upholding the independent brokerage model across the country.
Client Executive, Signature Insurance
Top Benefits
About the role
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 EXECUTIVE, SIGNATURE INSURANCE
Acera is looking for an ambitious, engaging Client Executive, Signature Insurance to manage a successful portfolio of high net-worth clients. As a Client Executive, Signature Insurance, you will provide excellent customer service as well as be able to relay your technical expertise to both existing and new clients in person, through email, and over the phone. To help you succeed in the role, you will be backed by our strong, well-established company brand that has a strong connection to the community. This role is responsible for: providing excellent customer service to an existing book of business, writing new business, participating in up-sell and cross-sell initiatives, day to day client servicing, and all other duties as directed by management.
JOB DETAILS
Status: Full-Time, Permanent
Location: Kelowna, BC
Pay Range: Acera’s total compensation offerings are based on pay-for-performance that recognizes exceptional individual, team and company performance. The typical hiring range for this position is from $70,000 - $80,000 CAD annually, plus an attractive incentive based on new business generated; the pay offering is based on location and will vary depending on related experience, proven knowledge, skills, and internal equity.
QUALIFICATIONS:
- Level 2 Insurance License preferred;
- 3-5 Years previous Personal Insurance experience is required;
- Working towards CAIB or CIP designation considered an asset;
- Competitive by nature and career driven;
- A strong business acumen; post-secondary business courses considered an asset;
- Has demonstrated excellent customer service skills in previous positions;
- In-depth knowledge of personal insurance products;
- Excellent technical and computer skills.
VALUES & COMPETENCIES
- High degree of professionalism and integrity;
- A strong business acumen;
- Exceptional interpersonal skills;
- Good judgement and decision-making skills;
- Works well within a team and independently;
- Excellent written and verbal communication skills;
- Flexible and adaptable with proven problem-solving skills;
- Demonstrates initiative, self-management and a desire to learn and grow.
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.
About Acera Insurance Services Ltd.
As one of the largest independent, employee-controlled brokerages in Canada, Acera Insurance provides our clients with the utmost certainty in the specialized personal insurance, commercial insurance and group benefits solutions that 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.
60+ years in the community We are committed to serving and strengthening our communities.
1,000+ employees Our team provides clients with insurance, risk management and specialized group benefits solutions in all sectors across Canada.
60+ locations nationwide We proudly serve all Canadians, with offices in Alberta, British Columbia, Ontario and the Yukon.
550+ employee owners Our employee owners are empowered to make local decisions and are dedicated to supporting clients in their long-term success.
20+ years of advocacy As a founding member of the Canadian Broker Network, we have a longstanding history of upholding the independent brokerage model across the country.