Client Advisor for Personal Insurance at Acera

Location: Okotoks

Join Acera Insurance in Fort McMurray as a Client Advisor specializing in personal insurance. This full-time role focuses on providing exceptional service while managing and expanding client relationships.

As a Client Advisor, you will cater to personal insurance needs, facilitating policy changes, claims reporting, and new business development. A background in insurance with at least 2 years of experience and a Level 1 General Insurance License is required. Immerse yourself in a company that empowers its employees and encourages growth.

Key Responsibilities:

• Service and expand a designated book of personal insurance business

• Handle policy changes and advocate for clients during claims

• Review renewals to ensure completeness and accuracy

• Proactively generate new clients through outreach

• Utilize cross-selling strategies to enhance service offerings

Requirements:

• At least 2 years in the insurance industry

• Active or eligible for Level 1 General Insurance License

• Business-related degree or equivalent experience is a plus

• Proficient in Microsoft Office Suite

• High accountability and strong customer service skills

Strengthen your insurance career with Acera as you build lasting client relationships and facilitate policy management.
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