Client Advisor, Personal Insurance, Client Assist Team

Acera Insurance Services Ltd.•Calgary, AB

39d

About The Position

As part of the Client Assist Team, you will be focused on contacting clients to review their policies, cross selling, and obtaining renewal dates in order to round out their policies. The successful candidate will enjoy building relationships and offering their expertise on products to help clients have the coverage they need. Other duties include upselling of our products and services, generating new business, facilitating policy changes, claims reporting and advocacy.

Requirements

2+ years of related experience in insurance industry with working knowledge of personal lines products and cross-selling.
Minimum Level 1 Alberta General Insurance License
Post-secondary degree/diploma/certificate in Sales, Marketing, Business, Risk Management or related discipline or an equivalent amount of relevant experience in a similar role is an asset
High degree of professionalism and integrity
Superior communication skills
Committed to excellence in customer service and builds strong relationships at all levels
Skilled user of the Microsoft Office Suite of products
Familiar with insurance customer relationship software
Demonstrated accountability and reliability in the quality and timeliness of work
Able to prioritize in a busy environment in order to meet tight deadlines
Flexible and adaptable with proven problem-solving skills
Works well within a team and independently
Critical thinker with attention to details