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 Full‑time, permanentQualifications3+ years of related experience in the insurance industry with a strong working knowledge of personal insurance productsMinimum Level 1 Alberta General Insurance License, with the willingness to obtain Level 2 within the first 3 months of employmentCIP designation or working towards this is considered an assetPost‑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 assetValues & CompetenciesA high degree of professionalism and integritySuperior verbal and written communication skillsCommitted to excellence in customer service and build strong relationships at all levelsSkilled user of the Microsoft Office Suite of productsFamiliar with insurance customer relationship softwareDemonstrated accountability and reliability in the quality and timeliness of workAble to prioritize in a busy environment to meet tight deadlinesFlexible and adaptable with proven problem‑solving skillsWorks well within a team and independentlyCritical thinker with attention to detailAcera Insurance is an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply.#J-18808-Ljbffr
Client Advisor, Personal Insurance
ACERA INSURANCE SERVICES LTD.
central foothills (sundre), central foothills (sundre)
Published 18 days ago
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