Acera Insurance Client Advisor Position

Become a Client Advisor with Acera Insurance and utilize your expertise in personal insurance. This rewarding full-time position focuses on client service and business growth.

As a Client Advisor at Acera Insurance, you will manage personal insurance client needs and work on a dedicated book of business. Key duties include responding to inquiries, conducting needs assessments, and guiding clients through policy renewals and new business sales. Continuous learning and collaboration with other departments are essential for success in this role.

Key Responsibilities:

• Serve as the main point of contact for insurance matters

• Conduct comprehensive needs assessments for clients

• Manage policy changes and renewals effectively

• Collaborate with Underwriters to resolve issues

• Participate in ongoing training to enhance product knowledge

Requirements:

• Minimum 3 years of insurance industry experience

• RIBO license is required for this role

• Active pursuit of a CIP designation is beneficial

• Relevant post-secondary education preferred

• Strong proficiency in Microsoft Office and CRM software

Bring your professional integrity and communication skills to contribute to client success at Acera Insurance.