Client Advisor for Personal Insurance Services

Join as a Client Advisor focusing on personal insurance needs. Manage your own book of business while ensuring policy compliance, facilitating claims, and optimizing service delivery.
This full-time role emphasizes professionalism and client commitment. You will manage policy renewals, enhance client acquisition, and utilize relationship-building skills to serve your personal insurance clientele effectively. Strong accountability and communication are vital in addressing all client inquiries and needs.
Key Responsibilities:
• Manage a book of personal insurance clientele
• Review policy renewals and ensure compliance
• Generate new business through effective cross-selling
• Advocate for clients during claims processes
• Facilitate changes to policies based on client requests
Requirements:
• 3+ years of experience in the insurance sector
• Possess Level 1 Alberta General Insurance License
• Pursuing CIP designation is valued
• Educational background i...

Ready to Apply?

Submit your application today and join our talented team at Acera Insurance Services Ltd..

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