Client Advisor, Commercial Insurance

Acera Insurance Services Ltd.Fort McMurray, AB

About The Position

Your knowledge and experience in small 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. This role is responsible for providing customer service in a team environment. This includes managing assigned renewals, performing coverage reviews, processing of policy documents, speaking with clients and underwriters, producing pink cards and insurance certificates, claims reporting and file documentation.

Requirements

  • 2+ years of related and progressive experience in the insurance industry with a strong working knowledge of small commercial insurance products
  • Alberta Level 1 License and the desire to obtain Level 2 in the near future
  • High degree of professionalism and integrity
  • Committed to excellence in customer service
  • Skilled user of the Microsoft Office Suite of products
  • Familiar with insurance software
  • 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
  • Strong written and oral communication skills

Nice To Haves

  • CIP designation, or working toward is an asset

Responsibilities

  • managing assigned renewals
  • performing coverage reviews
  • processing of policy documents
  • speaking with clients and underwriters
  • producing pink cards and insurance certificates
  • claims reporting
  • file documentation
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