Client Advisor, Signature Insurance
About The Position
The Client Advisor, Signature Insurance is dedicated to supporting the Signature Client Executive team. This role requires strong customer service skills and a high attention to detail. The position is responsible for managing policy changes, remarket submissions (renewal and mid-term), proposal creation, corresponding with underwriters, managing and controlling administrative workflow, verifying and reviewing policy information and documentation for errors, advising brokers of errors and requesting re-writes from underwriters, monitoring delays in documents to clients (internal or external), calling clients for payment reminders, taking client calls for pink cards, processing changes on broker portals, reviewing renewals and identifying missing coverages, and setting up claims and following up with clients/adjustors on the status of claims. Acera Insurance is the largest independent, employee-controlled brokerage in Canada, with over 60 locations across British Columbia, Alberta, Ontario, Nova Scotia, and the Yukon. They provide unbiased insurance and risk management solutions with a distinct Canadian perspective. Their collaborative work structure combines people's strengths and expertise to offer greater value, knowledge, and resources to clients nationwide.
Requirements
- 2+ years of related experience in the insurance industry
- Strong working knowledge of personal lines products
- High attention to detail
- Strong customer service skills
- Alberta Level 1 General Insurance License
- 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
- Works well within a team and independently
- Critical thinker
Nice To Haves
- Experience servicing Signature Insurance clients
- Desire to obtain Alberta Level 2 Insurance License
- Post-secondary degree/diploma/certificate in Business, Sales/Marketing, Risk Management, or related discipline
- CIP designation
Responsibilities
- Supporting the Signature Client Executive team
- Handling policy changes
- Processing remarket submissions (renewal and mid-term)
- Creating proposals
- Corresponding with underwriters
- Managing and controlling administrative workflow
- Verifying and reviewing policy information and documentation for errors
- Advising brokers of errors and requesting re-writes from underwriters
- Monitoring delays in documents to clients (internal or external)
- Calling clients for payment reminders
- Taking client calls for pink cards
- Processing changes on broker portals
- Reviewing renewals and identifying missing coverages
- Setting up claims
- Following up with clients/adjustors on the status of claims
Benefits
- Opportunity to become an owner
- Comprehensive group benefits
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
