At a Glance
- Tasks: Review policies, upsell products, and build strong client relationships.
- Company: Join Acera Insurance, a leading firm with a Canadian perspective.
- Benefits: Full-time role with competitive pay and opportunities for growth.
- Other info: Dynamic team environment focused on client advocacy and support.
- Why this job: Make a difference by helping clients secure their insurance needs.
- Qualifications: 2+ years in insurance and a Level 1 Alberta General Insurance License.
The predicted salary is between 51750 - 63250 $ per year.
Policy reviews, renewal dates, and cross-selling anchor this full-time Insurance Advisor opportunity with Acera Insurance in Calgary, Alberta. Build lasting client relationships.
Working on the Client Assist Team, you will help clients review policies and round out coverage through relevant products.
Your responsibilities include upselling products and services, generating new business, facilitating policy changes, claims reporting, and advocacy.
Acera Insurance serves personal and commercial clients nationwide with a Canadian perspective.
Key Responsibilities
- Review client policies and obtain renewal dates
- Offer expertise on personal insurance products
- Round out policies through cross-selling activities
- Facilitate policy changes and claims reporting
- Generate business and advocate for clients
Requirements
- Two or more years of related insurance experience
- Personal lines product and cross-selling knowledge
- Level 1 Alberta General Insurance License
- Strong customer service and relationship-building abilities
- Ability to prioritize deadlines independently and within teams
Bring insurance experience, renewal expertise, and relationship-building skills to Acera Insurance's Client Assist Team in Calgary.
Insurance Renewal Advisor – Calgary employer: Acera Insurance Services Ltd.
Acera Insurance stands out as an exceptional employer, prioritizing its people and fostering a vibrant workplace culture that champions continuous learning and accountability. With the unique opportunity for employees to become owners in the company, our team of over 700 employee owners shares in the success they help create, making work not only rewarding but also enjoyable. Located across Canada, we celebrate achievements big and small, ensuring that every member feels valued and empowered in their role as Client Advisor, Commercial Insurance.
Contact Details:
Acera Insurance Services Ltd. Recruitment Team
