Client Advisor, Personal Insurance
Top Benefits
About the role
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 700 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 1,300 professionals across Canada and change the way people feel about insurance.
CLIENT ADVISOR, PERSONAL INSURANCE
The Client Advisor, Personal Insurance, 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: reviewing existing policy renewals, generating new business, file reviews, cross-selling our products and services, facilitating policy changes, claims reporting and advocacy.
LOCATION AND STATUS
- Calgary, AB
- Full-time, permanent
QUALIFICATIONS
- 3+ years of related experience in the insurance industry with a strong working knowledge of personal insurance products
- Minimum Level 1 Alberta General Insurance License, with the willingness to obtain Level 2 within the first 3 months of employment
- CIP designation or working towards this is considered an asset
- Post-secondary degree/diploma/certificate in Business, Sales/Marketing, Risk Management or related discipline or an equivalent amount of relevant experience in a similar role considered an asset
VALUES & COMPETENCIES
- A high degree of professionalism and integrity
- Superior verbal and written communication skills
- Committed to excellence in customer service and builds a strong relationship 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 to meet tight deadlines
- Flexible and adaptable with proven problem-solving skills
- Works well within a team and independently
- Critical thinker with attention to detail
Acera Insurance is the largest independent, employee-controlled brokerage in Canada. We are proudly 100% Canadian owned and operated. With over 70 locations across British Columbia, Alberta, Saskatchewan, Ontario, Nova Scotia, and the Yukon, $1.4 billion in gross written premium, and $1.3 billion group retirement savings assets under management, 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.
About Acera Insurance Services Ltd.
As one of the largest independent, employee-controlled brokerages in Canada, Acera Insurance provides our clients with the utmost certainty in the specialized personal insurance, commercial insurance and group benefits solutions that we provide. Built upon the solid foundation of several award-winning firms, Acera Insurance brings greater value, expertise and resources to individuals, families and businesses across the country.
60+ years in the community We are committed to serving and strengthening our communities.
1,000+ employees Our team provides clients with insurance, risk management and specialized group benefits solutions in all sectors across Canada.
60+ locations nationwide We proudly serve all Canadians, with offices in Alberta, British Columbia, Ontario and the Yukon.
550+ employee owners Our employee owners are empowered to make local decisions and are dedicated to supporting clients in their long-term success.
20+ years of advocacy As a founding member of the Canadian Broker Network, we have a longstanding history of upholding the independent brokerage model across the country.
Client Advisor, Personal Insurance
Top Benefits
About the role
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 700 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 1,300 professionals across Canada and change the way people feel about insurance.
CLIENT ADVISOR, PERSONAL INSURANCE
The Client Advisor, Personal Insurance, 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: reviewing existing policy renewals, generating new business, file reviews, cross-selling our products and services, facilitating policy changes, claims reporting and advocacy.
LOCATION AND STATUS
- Calgary, AB
- Full-time, permanent
QUALIFICATIONS
- 3+ years of related experience in the insurance industry with a strong working knowledge of personal insurance products
- Minimum Level 1 Alberta General Insurance License, with the willingness to obtain Level 2 within the first 3 months of employment
- CIP designation or working towards this is considered an asset
- Post-secondary degree/diploma/certificate in Business, Sales/Marketing, Risk Management or related discipline or an equivalent amount of relevant experience in a similar role considered an asset
VALUES & COMPETENCIES
- A high degree of professionalism and integrity
- Superior verbal and written communication skills
- Committed to excellence in customer service and builds a strong relationship 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 to meet tight deadlines
- Flexible and adaptable with proven problem-solving skills
- Works well within a team and independently
- Critical thinker with attention to detail
Acera Insurance is the largest independent, employee-controlled brokerage in Canada. We are proudly 100% Canadian owned and operated. With over 70 locations across British Columbia, Alberta, Saskatchewan, Ontario, Nova Scotia, and the Yukon, $1.4 billion in gross written premium, and $1.3 billion group retirement savings assets under management, 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.
About Acera Insurance Services Ltd.
As one of the largest independent, employee-controlled brokerages in Canada, Acera Insurance provides our clients with the utmost certainty in the specialized personal insurance, commercial insurance and group benefits solutions that we provide. Built upon the solid foundation of several award-winning firms, Acera Insurance brings greater value, expertise and resources to individuals, families and businesses across the country.
60+ years in the community We are committed to serving and strengthening our communities.
1,000+ employees Our team provides clients with insurance, risk management and specialized group benefits solutions in all sectors across Canada.
60+ locations nationwide We proudly serve all Canadians, with offices in Alberta, British Columbia, Ontario and the Yukon.
550+ employee owners Our employee owners are empowered to make local decisions and are dedicated to supporting clients in their long-term success.
20+ years of advocacy As a founding member of the Canadian Broker Network, we have a longstanding history of upholding the independent brokerage model across the country.