Client Advisor, Personal Insurance
Jul 20, 2024 Location :
Sylvan Lake, AB, 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 ADVISOR, PERSONAL INSURANCE
The Client Advisor is dedicated to servicing the needs of our personal insurance clientele. In addition, they will successfully manage and grow a specific book of business.
Other duties include : facilitating policy changes, claims reporting and advocacy, reviewing existing renewals, generating new business, file reviews, and cross-selling of our products and services.
LOCATION AND STATUS
- Sylvan Lake, AB
- Full-time
QUALIFICATIONS
- Minimum 1 + years related experience in the insurance industry with strong working knowledge of personal lines products and commercial experience would be considered an asset
- Experience using EPIC and Applied Rating Services is considered an asset.
- Minimum of grade 12 education
- Minimum Level 1 General Insurance License, working towards Level 2
- CIP designation or working towards
VALUES & COMPETENCIES
- High degree of professionalism and integrity
- Superior communication skills
- Committed to excellence in customer service and builds strong relationships at all levels
- Confident user of the Microsoft Office Suite of products
- Flexible and adaptable with proven problem-solving skills
- Demonstrated accountability and reliability in the quality and timeliness of work
- Critical thinker with attention to details
- Works well within a team and independently
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.
Client Advisor, Personal Insurance
The Client Advisor is dedicated to servicing the needs of our personal insurance clientele. Client Advisor, Personal Insurance. CLIENT ADVISOR, PERSONAL INSURANCE. Minimum 1 + years related experience in the insurance industry with strong working knowledge of personal lines products and commercial e...
Client Advisor, Auto Insurance
Client Advisor, Auto Insurance. We are currently recruiting for a full-time Client Advisor, Auto Insurance to work in our Penticton office. As an employer of choice, Acera Insurance, formerly CapriCMW Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities...
Customer Service Representative- Work From Home
Handle incoming customer service calls. Accept customer calls and return customer. This position will work with multiple clients throughout the day providing outstanding service and product knowledge. Dispatch incoming customer phone calls. ...
Sales Associate in Grand Forks
Sales Associate in Grand Forks. At Rogers, our Sales Associates are outgoing and approachable team members whounderstand that our customers rely on technology to enhance and simplify their lives and stay connected. As a Sales Associate, you can expect to:. Retail Sales, Equity, Retail, Finance, Sale...
Merrill Financial Solutions Advisor - Northeast Ohio Market
Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life ...
Client Advisor, Full-Time, Vancouver Holt Renfrew
As a Tiffany Client Advisor you will:. Hold the critical position of embodying the Tiffany brand in each client interaction using the Tiffany touch; your own flair for making each client’s experience extraordinary. Develop client relationships and exceed commercial targets through the love of buildi...
Sales Floor Associate
Job Title: Sales Floor Associate. At Savers / Value Village our Sales Floor Associates create an awesome experience for our Customers, Donors and other Team Members. We are hiring for both Full Time and Part Time Sales Floor Associates. ...
Administrative Assistant - Community Living Services, Full-Time
Coordinates and performs a range of staff and/or operational support activities for the region/program group; serves as a liaison with other parts of the organization in the resolution of day-to-day administrative and operational problems. Ability to make administrative/procedural decisions and judg...
administrative assistant
Secondary (high) school graduation certificate.Arrange and co-ordinate seminars, conferences, etc.Record and prepare minutes of meetings, seminars and conferences.Determine and establish office procedures and routines.Schedule and confirm appointments.Answer telephone and relay telephone calls and m...
Manager, Account Development
As part of the GVA Clients and Markets team, is responsible for working alongside leadership, evolving the account management program, and implementing best in class account management practices. Manages an account portfolio which includes detailed relationship matrix and plans, industry and account...