💼 Full-Time Position

Client Advisor Role in Personal Insurance, Full-Time Position

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Acera Insurance Services Ltd.
📍 penticton, regional district of okanagan similkameen, Canada
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Location
penticton, Canada
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Posted
June 08, 2026
Type
Full-Time
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Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

Job Description

Deliver expert personal insurance advice as a Client Advisor. Elevate client experiences through tailored insurance solutions while collaborating with an established team and reliable insurance providers.

In this full-time position, you'll act as a crucial liaison between clients and insurance companies. With your Level 1 BC General Insurance License and background in insurance, you'll focus on executing renewals, processing claims, and enhancing client relations. Your adaptability and organizational skills will foster both client satisfaction and operational efficiency.

Key Responsibilities:
• Process changes, renewals, and endorsements effectively
• Assist new walk-in and phone inquiries professionally
• Recommend suitable insurance products and coverage
• Collect payments and manage financial transactions
• Conduct reviews of existing client policies

Requirements:
• Level 1 BC General Insurance License is cru...