Client Advisor, Personal Insurance

Acera Insurance Services Ltd.Whitehorse, YT
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, but are not limited to facilitating policy changes, claims reporting and advocacy, reviewing existing renewals, generating new business, file reviews, and cross-selling of our products and services.

Requirements

  • 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
  • 2+ years of related experience in insurance industry with strong working knowledge of personal insurance products would be an asset
  • Apply and work towards obtaining a Yukon Insurance Broker License is required
  • High degree of professionalism and integrity
  • Strong 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

Nice To Haves

  • Strong working knowledge of personal insurance products

Responsibilities

  • Servicing the needs of personal insurance clientele
  • Managing and growing a specific book of business
  • Facilitating policy changes
  • Claims reporting and advocacy
  • Reviewing existing renewals
  • Generating new business
  • File reviews
  • Cross-selling of products and services

Benefits

  • Opportunity to become an owner
  • Share in Acera Insurance’s success
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