Client Executive, Signature Insurance

Client Executive, Signature Insurance

Jul 15, 2024 Location :

Kelowna, British Columbia, 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 550 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 1,000 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.

LOCATION AND STATUS

• Kelowna, BC
• Full-time, permanent
• Compensation : 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 $60-000 - $75,000 CAD annually; 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 one of the largest independent, employee-controlled brokerages in Canada. With over 60 locations across Alberta, British Columbia, Ontario, and the Yukon, and $1 billion in gross written premium, 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.