Client Advisor, Personal Insurance - Sylvan Lake

Acera Insurance Services Ltd.•Sylvan Lake, AB

77d•Onsite

About The Position

The Client Advisor, Personal Insurance, is dedicated to servicing the needs of our personal insurance clientele. In addition, they will successfully manage and grow a specific book of business. Other duties include: reviewing existing policy renewals, generating new business, file reviews, cross-selling our products and services, facilitating policy changes, claims reporting and advocacy.

Requirements

3+ years of related experience in the insurance industry with a strong working knowledge of personal insurance products
Minimum Level 1 Alberta General Insurance License
Willingness to obtain Level 2 within the first 3 months of employment
High degree of professionalism and integrity
Superior verbal and written communication skills
Committed to excellence in customer service and builds a strong relationship 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 to meet tight deadlines
Flexible and adaptable with proven problem-solving skills
Works well within a team and independently
Critical thinker with attention to detail

Nice To Haves

CIP designation or working towards this
Post-secondary degree/diploma/certificate in Business, Sales/Marketing, Risk Management or related discipline or an equivalent amount of relevant experience in a similar role