Client Executive, Commercial Insurance

Acera Insurance Services Ltd.Edmonton, AB
Onsite

About The Position

Acera Insurance is seeking a Client Executive with expertise in commercial insurance, attention to detail, and a sales focus. This role is responsible for prospecting new clients, negotiating contracts with insurers, managing client relationships and claims, traveling as required, representing Acera Insurance at trade shows, managing accounts receivable, working with assigned staff, and developing presentation and marketing materials. The position is full-time and permanent, located in Calgary, AB.

Requirements

  • 5+ years of related and progressive experience in the insurance industry with a strong working knowledge of commercial insurance products
  • Alberta Level 2 License is required
  • Skilled user of the Microsoft Office Suite of products
  • Familiar with insurance document management software

Nice To Haves

  • CIP or CAIB designation, or working towards is considered an asset

Responsibilities

  • Prospecting new clients in various forms including cold calling, networking events, association events, social media and other forms of sales activity
  • Sales and negotiations of contracts with insurers
  • Managing client relationships
  • Managing claims with clients and insurers
  • Travel as required to insurer, client or association events
  • Representing and promoting Acera Insurance to potential clients at trade shows
  • Responsible for collection and management of all accounts receivable related to clients
  • Managing and working with assigned associate staff to meet the needs of clients and insurers
  • Developing presentation and marketing material as required

Benefits

  • comprehensive group benefits
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