Client Advisor, Commercial Insurance, Small Business (Ontario)

Client Advisor, Commercial Insurance, Small Business (Ontario)

06 Aug
|
Acera Insurance Services
|
Ontario

06 Aug

Acera Insurance Services

Ontario

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Client Advisor, Commercial Insurance, Small Business
Jul 8, 2026

Location: Brampton, ON, CA

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.

LOCATION AND STATUS
Status: Full-Time, Permanent

Location: Brampton, ON

Key responsibilities include, but are not limited to:

Compiling renewal information, negotiating renewal terms, and preparing all other aspects of renewals

Comparing quote options for multiple carriers and presents coverage comparison as needed





Ensuring renewals are completed 60 days in advance

Reviewing policies to identify coverage gaps, makes recommendations based on clients’ operations, exposures and need

Producing pink cards and certificates of insurance, schedules, and claims reporting

Maintaining appropriate and explicit documentation in agency management systems including policy details, activities and attachments, spreadsheets

Assisting in negotiating renewal terms & developing growth

Clearly understanding how their actions can positively or negatively affect relationship with our customers, carriers, and coworkers

Participating in ongoing scheduled meetings with team to discuss accounts, renewals and day to day service needs and opportunities

Participating in seminars, classes, and webinars for skill and knowledge developments

Other duties and responsibilities as assigned

COMPENTECIES

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

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





QUALIFICATIONS

2+ years of related and progressive experience in the insurance industry with a strong working knowledge of commercial insurance products

RIBO license required

CIP or CAIB designation, or working towards is considered an asset

Experience in an insurance brokerage

Experience with insurance document management software is an asset

COMPENSATION
Salary Range: $60,000 - $75,000 CAD annually

Actual total compensation will be determined based on factors such as a candidate’s relevant experience, knowledge, skills, location, and internal equity.

VACANCY
This position is for an existing vacancy.

USE OF ARTIFICIAL INTELLIGENCE
Our recruitment process may be completed with video conference technology.

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 Insuranceis 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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📌 Client Advisor, Commercial Insurance, Small Business (Ontario)
🏢 Acera Insurance Services
📍 Ontario

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