Publié il y a 12 jours
Client Advisor, Commercial Insurance
@ Acera Insurance Services Ltd.
Calgary, Alberta
En bref
Acera Insurance Services Ltd. is hiring a Client Advisor, Commercial Insurance in Calgary, AB, a full-time permanent role. The work covers commercial broking support: broking submissions, client proposals, MSA reviews, certificates of insurance, policy documentation, premium invoicing and claims reporting. Candidates need 5+ years of progressive insurance experience and an Alberta Level 2 licence.
Responsabilités :
- Prepare broking submissions and client proposals
- Conduct MSA reviews and manage client communications
- Issue certificates of insurance and process policy documentation
- Invoice premiums, produce pink cards and report claims
- Maintain client schedules and file documentation
Résumé des exigences :
- 5+ years progressive insurance experience
- Experience in an insurance brokerage
- Alberta Level 2 licence
- CIP or CAIB designation (asset)
- Skilled in Microsoft Office Suite
- Strong attention to detail
Outils et compétences
Avantages mentionnés
Source et dates
Site carrière / système de candidatures · successfactors
- Date publiée par l’employeur
- 2026-10-29
- Première détection par notre source
- 2026-10-09
- Mise à jour du dossier source
- 2026-11-07
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Intermédiaire |
| Domaine | Service à la clientèle |
| Expérience | 5 an(s) et plus |
| Heures par semaine | 40 (estimé) |
| Déplacements | avion : aucun · route : aucun |
| Milieu de travail | Bureau |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | English |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Acera Insurance Services Ltd.
Profil d’entreprise sauvegardé
Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.
Be certain.
Description complète de l’entreprise
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.
- Abonnés LinkedIn
- 7 123
- Personnes associées sur LinkedIn
- 775
- Bureaux déclarés
- Calgary, CA
- Catégories d’activité
- Risk Management
- Insurance
- Commercial Insurance
- Autres noms enregistrés
- Acera Insurance Services Ltd.
- Spécialités
- Commercial Insurance
- Personal Insurance
- Risk Management
- and Group Benefits
- Le profil indique une agence de recrutement
- Non
- Investissement total déclaré
- 75 475 401
La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.
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…
| Champ | Valeur |
|---|---|
| Secteur | Insurance |
| Taille | 1,001-5,000 employees |
| Siège social | Calgary |
| Type d’organisation | Privately Held |
| Fondée en | 2022 |
| Spécialités | Commercial InsurancePersonal InsuranceRisk Managementand Group Benefits |
| Offres sur Jobsy | 31 |
| Voir la page |
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 MANAGER, 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.
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