Client Advisor, Personal Insurance, Client Assist Team

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 650 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 Insurances success which they make possible.

Join our award-winning network of over 1200 professionals across Canada and change the way people feel about insurance.

CLIENT ADVISOR PERSONAL INSURANCE CLIENT ASSIST TEAM

As part of the Client Assist Team you will be focused on contacting clients to review their policies cross selling and obtaining renewal dates in order to round out their policies. The successful candidate will enjoy building relationships and offering their expertise on products to help clients have the coverage they need. Other duties include upselling of our products and services generating new business facilitating policy changes claims reporting and advocacy.

LOCATION AND STATUS

Location: Calgary AB

Status: Full-time permanent

QUALIFICATIONS

• 2 years of related experience in insurance industry with working knowledge of personal lines products and cross-selling.
• Minimum Level 1 Alberta General Insurance License
• Post-secondary degree/diploma/certificate in Sales Marketing Business Risk Management or related discipline or an equivalent amount of relevant experience in a similar role is an asset
• CIP designation or working towards is considered an asset

VALUES & COMPETENCIES

• High degree of professionalism and integrity
• Superior communication skills
• Committed to excellence in customer service and builds strong relationships at all levels
• Skilled user of the Microsoft Office Suite of products
• Familiar with insurance customer relationship software
• Demonstrated accountability and reliability in the quality and timeliness of work
• Able to prioritize in a busy environment in order to meet tight deadlines
• Flexible and adaptable with proven problem-solving skills
• Works well within a team and independently
• Critical thinker with attention to details

Acera Insurance is the largest independent employee-controlled brokerages in Canada. With over 60 locations across British Columbia Alberta Ontario Nova Scotia and the Yukon and $1.3 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 peoples 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.