Client Advisor, Personal Insurance, Client Assist Team

Job summary

The Client Advisor will contact clients to review policies, cross-sell products, and obtain renewal dates to round out coverage. Additional duties include generating new business, facilitating policy changes, and providing claims advocacy.

Job details

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 Insurance’s success — which they make possible. Join our award-winning network of over 1,200 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: Fort McMurray, 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 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.

What you’ll do

The Client Advisor will contact clients to review policies, cross-sell products, and obtain renewal dates to round out coverage. Additional duties include generating new business, facilitating policy changes, and providing claims advocacy.

Requirements

Candidates must have at least 2 years of insurance industry experience and a Level 1 Alberta General Insurance License. A post-secondary degree or diploma in a related field is considered an asset.

Benefits

• Employee ownership opportunities
• Professional development
• Inclusive workplace culture

Listed skills

• Customer service · Preferred
• Relationship Building · Preferred
• Sales · Preferred
• Microsoft Office Suite · Preferred
• Communication Skills · Preferred
• Problem solving · Preferred
• Critical Thinking · Preferred
• Attention to detail · Preferred
• Time management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Personal lines insurance
• Cross-selling
• Customer service
• Relationship building
• Policy management
• Claims reporting
• Sales
• Microsoft Office Suite
• Insurance software
• Communication skills
• Problem-solving
• Critical thinking
• Attention to detail
• Accountability
• Time management
• Insurance Industry
• Cross-Selling
• Professionalism
• Advocacy
• Brokerage
• Customer Service
• Communication
• Critical Thinking
• General Insurance
• Marketing
• Problem Solving
• Risk Management
• Microsoft Office
• Upselling
• Prioritization
• Detail Oriented
• Business Risk Management

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support
• Administrative
• Client Advisor
• Personal Assistant
• Administrative and Executive Secretaries
• Secretaries and Administrative Assistants, Except Legal, Medical, and Executive

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