Client Advisor, Commercial Insurance

Acera Insurance Services Ltd. • Calgary, AB

1d • Onsite

About The Position

Your knowledge and experience in Commercial Insurance combined with your attention to detail and customer service focus are the keys to success in the role of Client Advisor, Commercial Insurance. Key responsibilities of this role include providing support to the Commercial Team by preparing broking submissions, developing client proposals, conducting MSA Reviews, and managing day-to-day client communications. Other tasks you would be responsible for is the issuance of certificates of insurance, review and processing policy documentation, premium invoicing, producing pink cards, claims reporting, and maintenance of client schedules and file documentation.

Requirements

• 5+ years of related and progressive experience in the insurance industry with a strong working knowledge of Commercial Insurance products
• Experience in an insurance brokerage
• Alberta Level 2 License
• High degree of professionalism and integrity
• Committed to excellence in customer service and builds strong relationships with clients
• Skilled user of the Microsoft Office Suite of products
• Demonstrated accountability and reliability in the quality and timeliness of work
• Flexible and adaptable with proven problem-solving skills
• Works well within a team and independently and able to adjust to tight and changing deadlines
• Critical thinker with strong attention to details

Nice To Haves

• CIP or CAIB designation, or working towards
• Experience with insurance document management software is an asset

Responsibilities

• Preparing broking submissions
• Developing client proposals
• Conducting MSA Reviews
• Managing day-to-day client communications
• Issuance of certificates of insurance
• Review and processing policy documentation
• Premium invoicing
• Producing pink cards
• Claims reporting
• Maintenance of client schedules and file documentation

Benefits

• Opportunity to become an owner
• Comprehensive group benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed