Client Advisor, Personal Insurance, Client Assist Team

Client Advisor, Personal Insurance, Client Assist Team

May 7, 2026

Location:

Red Deer, AB, CA Fort McMurray, AB, CA Calgary, AB, CA

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:

Calgary, Red Deer or Fort McMurray, AB

Status:
Full-time, permanent

• 2+ years of related experience in the insurance industry with working knowledge of personal lines products and cross-selling.
• Minimum Level 1 Alberta General Insurance License.
• Post‑secondary degree, diploma or 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.

• 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 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 an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply.