Client Advisor, Personal Insurance

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.