Client Advisor, Personal Insurance

Acera Insurance Services Ltd.•Red Deer, AB

8d•Onsite

About The Position

Acera Insurance is an employer of choice that offers an outstanding workplace and employee culture, creating valuable opportunities for all employees. The company encourages challenging the status quo, continuous learning, accountability, autonomy, respect, integrity, and recognizes achievements. Most employees have the opportunity to become owners, with over 700 employee owners, making Acera Insurance the only Canadian brokerage widely owned by its employees. The company is the largest independent, employee-controlled brokerage in Canada, 100% Canadian owned and operated, with over 70 locations and 1,300 professionals across Canada. It manages $1.4 billion in gross written premium and $1.3 billion group retirement savings assets, providing unbiased insurance and risk management solutions to individuals, families, and businesses. The Client Advisor, Personal Insurance, is dedicated to servicing the needs of personal insurance clientele and will successfully manage and grow a specific book of business.

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, with the willingness to obtain Level 2 within the first 3 months of employment
A 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