Client Advisor, Commercial Insurance

1 week ago


Town of Sylvan Lake, Canada Acera Insurance Services Ltd. Full time

CLIENT ADVISOR, COMMERCIAL INSURANCE

Your knowledge and experience in commercial insurance combined with your attention to detail and customer service focus are the keys to success in the role of Client Advisor, Commercial Insurance. This role is responsible for providing support to the commercial insurance team by processing policy documents, invoicing premiums, preparing cover letters, producing pink cards and certificates of insurance, schedules, claims reporting and maintaining file documentation.

LOCATION AND STATUS

  • Sylvan Lake, AB
  • Full-time, permanent

QUALIFICATIONS

  • 2+ years of insurance industry experience, including commercial lines experience, preferably managing a book of business.
  • Strong working knowledge of commercial auto, and property/casualty lines.
  • Experience in an insurance brokerage an asset.
  • Alberta Level 1 License; level 2 preferred.
  • CIP or CAIB designation, or working towards is considered an asset.

VALUES & COMPETENCIES

  • High degree of professionalism and integrity.
  • Committed to excellence in customer service and builds strong relationships with clients.
  • Skilled user of the Microsoft Office Suite of products.
  • Experience with Epic software is considered an asset.
  • Demonstrated accountability and reliability in the quality and timeliness of work.
  • Flexible and adaptable with proven problem-solving skills.
  • Works well within a team and independently and able to adjust to tight and changing deadlines.
  • Critical thinker with strong attention to details.

Acera Insurance is an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply.

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