Client Advisor, Personal Insurance

Acera Insurance Services Ltd.•Fort McMurray, AB

1d•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: facilitating policy changes, claims reporting and advocacy, reviewing existing renewals, generating new business, file reviews, and cross-selling of our products and services.

Requirements

2+ years of related experience in the insurance industry with a strong working knowledge of personal insurance products
Minimum of Alberta Level 1 General Insurance License with the ability to obtain Level 2
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

Nice To Haves

CIP designation, or working towards
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