Posted 9 days ago
Client Advisor, Commercial Insurance
@ Acera Insurance Services Ltd.
Calgary, Alberta
Overview
Acera Insurance Services Ltd. is hiring a Client Advisor for Commercial Insurance in Calgary, AB, on a full-time permanent basis. The role supports the Commercial Team with broking submissions, client proposals, MSA reviews, certificates of insurance, policy processing, premium invoicing and claims reporting. It requires 5+ years of progressive insurance experience, including an Alberta Level 2 licence.
Responsibilities:
- Prepare broking submissions and client proposals
- Conduct MSA reviews and manage client communications
- Issue certificates of insurance and process policy documentation
- Handle premium invoicing and claims reporting
- Maintain client schedules and file documentation
Requirements summary:
- 5+ years progressive insurance experience with commercial products
- Experience in an insurance brokerage
- Alberta Level 2 licence
- CIP or CAIB designation an asset
- Strong Microsoft Office skills
- Insurance document management software experience an asset
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · successfactors
- Employer posting date
- 2026-10-29
- First seen by our source
- 2026-10-09
- Source record updated
- 2026-10-31
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Senior |
| Department | Customer service |
| Experience | 5+ years |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | Alberta Level 2 License |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Acera Insurance Services Ltd.
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Full company description
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.
- LinkedIn followers
- 7,123
- People associated on LinkedIn
- 775
- Reported office locations
- Calgary, CA
- Business categories
- Risk Management
- Insurance
- Commercial Insurance
- Other recorded names
- Acera Insurance Services Ltd.
- Specialties
- Commercial Insurance
- Personal Insurance
- Risk Management
- and Group Benefits
- Profile identifies a recruitment agency
- No
- Reported total investment
- 75,475,401
Currency and observation date were not supplied; this is not a current valuation or a funding round.
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…
| Field | Value |
|---|---|
| Industry | Insurance |
| Company size | 1,001-5,000 employees |
| Headquarters | Calgary |
| Organization type | Privately Held |
| Year founded | 2022 |
| Specialties | Commercial InsurancePersonal InsuranceRisk Managementand Group Benefits |
| Open jobs on Jobsy | 31 |
| View 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 ADVISOR, 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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