Client Advisor, Personal Insurance

4 days ago

Edmonton, Canada Acera Insurance Full time

We put our people first. As an employer of choice, Acera Insurance, formerly Rogers McLean Shaw Insurance Brokers, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._
- Our people are:_
- _Encouraged to challenge the status quo and never stop learning in their commitment to excellence._
- _Empowered with a sense of accountability and autonomy to take ownership of their work._
- _Treated with respect and act with integrity by putting clients, colleagues, and community first._
- _Recognized for their achievements and celebrate festivities, big and small, to make work fun._
- We also proudly offer most employees the opportunity to become owners. With over 550 employee owners, Acera Insurance is the only Canadian brokerage that is widely owned by its employees. Our employee owners have a vested interest and get to share in Acera Insurance’s success — which they make possible._
- Join our award-winning network of over 1,000 professionals across Canada and change the way people feel about insurance._

**CLIENT ADVISOR, PERSONAL INSURANCE**

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, but are not limited to facilitating policy changes, claims reporting and advocacy, reviewing existing renewals, generating new business, file reviews, and cross-selling of our products and services.

**LOCATION AND STATUS**

Whitehorse, YT or Edmonton, AB

Full-time, permanent

**QUALIFICATIONS**
- 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
- 2+ years of related experience in insurance industry with strong working knowledge of personal insurance products;
- Minimum a Yukon Insurance Broker License or Level 2 Alberta General Insurance License
- CIP or CAIB designation, or working towards is considered an asset

**VALUES & COMPETENCIES**
- 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
- Acera Insurance is one of the largest independent, employee-controlled brokerages in Canada. With over 60 locations across Alberta, British Columbia, Ontario and the Yukon, and $1 billion in gross written premium, our team provides individuals, families and businesses unbiased insurance and risk management solutions that have a distinct Canadian perspective. Our collaborative work structure combines our people’s strength and expertise to offer greater value, knowledge and resources to our personal and commercial clients nationwide, including comprehensive group benefits._
- 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._

**Job Types**: Full-time, Permanent

**Benefits**:

- Dental care
- Extended health care
- Vision care

Schedule:

- Monday to Friday

**Education**:

- Bachelor's Degree (preferred)

**Experience**:

- insurance: 2 years (preferred)

Licence/Certification:

- Alberta Level 2 License (required)
- CIP Designation (preferred)
- Yukon Insurance Broker License (preferred)

Work Location: In person

  • Client Advisor, Personal Insurance

    2 weeks ago

    Edmonton, Canada Acera Insurance Full time

    We put our people first. As an employer of choice, Acera Insurance, formerly Rogers McLean Shaw Insurance Brokers, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ - _Empowered...

  • Client Advisor, Personal Insurance

    2 weeks ago

    Edmonton, Alberta, Canada Acera Insurance Full time

    We put our people first. As an employer of choice, Acera Insurance, formerly Rogers McLean Shaw Insurance Brokers, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ Our people are:_- _Encouraged to challenge the status quo and never stop learning in their commitment to excellence._- _Empowered with a...

  • Client Advisor, Personal Insurance

    3 weeks ago

    Edmonton, Canada Acera Insurance Full time

    **ACCOUNT MANAGER, AGRICULTURE INSURANCE** **We have an opportunity within our organization for an Account Manager role in our Agricultural sector.** AgPro Insurance Brokers is the Agriculture division of Rogers McLean Shaw and is a sector within our organization we are focused on growing. The role is Agricultural based which includes a combination of both...

  • Client Advisor, Commercial Insurance

    4 weeks ago

    Edmonton, Canada Acera Insurance Full time

    Client Advisor, Commercial Insurance May 16, 2024 Location: Edmonton, AB, CA We put our people first. As an employer of choice, Acera Insurance, formerly Rogers McLean Shaw Insurance Brokers, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees.  Our people are: Encouraged to challenge the status quo...

  • Client Advisor, Commercial Insurance

    3 weeks ago

    Edmonton, Canada Acera Insurance Full time

    Client Advisor, Commercial Insurance Jun 14, 2024 Location: Edmonton, AB, CA We put our people first. As an employer of choice, Acera Insurance, formerly Rogers McLean Shaw Insurance Brokers, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees.  Our people are: Encouraged to challenge the status quo...

  • Client Advisor, Commercial Insurance

    1 week ago

    Edmonton, Canada Acera Insurance Full time

    We put our people first. As an employer of choice, Acera Insurance, formerly Rogers McLean Shaw Insurance Brokers, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ - _Empowered...

  • Personal Insurance Advisor

    4 weeks ago

    Edmonton, Alberta, Canada BrokerLink Insurance Full time

    Being a part of BrokerLink, means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence and always treat others with generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment is present. We want like-minded individuals who want...

  • Client Advisor, Commercial Insurance

    3 weeks ago

    Edmonton, Canada Acera Insurance Services Ltd Full time

    We put our people first. As an employer of choice, Acera Insurance, formerly _Rogers McLean Shaw Insurance Brokers_, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _ Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ - _...

  • Insurance Advisor

    3 weeks ago

    Edmonton, Canada CPA Insurance Plans West Full time

    **Insurance Advisor** Are you a licensed insurance professional looking to make a meaningful impact? CPA Insurance Plans West is seeking an experienced Insurance Advisor to join our team in providing comprehensive insurance solutions for CPAs and their families. We are looking for someone passionate about the insurance industry, who loves engaging with...

  • Insurance Advisor

    4 days ago

    Edmonton, Canada Westland Insurance Full time

    Edmonton, AB, 14315 118 Avenue NW #118, Edmonton, Alberta, Canada Req #2843 Monday, April 8, 2024 We're searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our Edmonton, AB office. Do you love to talk about insurance and provide...

  • Personal Insurance Advisor

    6 days ago

    edmonton, Canada Lloyd Sadd Full time

    THE ROLE The Personal Insurance Advisor is responsible for overall new business production and servicing of a group of high-net-worth clients. These clientele may be principals of Lloyd Sadd commercial accounts or have prominent business and community affiliations. The Personal Insurance Advisor wi

  • Insurance Advisor

    2 weeks ago

    Edmonton, Alberta, Canada CPA Insurance Plans West Full time

    Insurance AdvisorAre you a licensed insurance professional looking to make a meaningful impact? CPA Insurance Plans West is seeking an experienced Insurance Advisor to join our team in providing comprehensive insurance solutions for CPAs and their families.We are looking for someone passionate about the insurance industry, who loves engaging with clients,...

  • Insurance Advisor

    5 days ago

    Edmonton, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our Edmonton South office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a career...

  • Commercial Insurance Advisor

    4 weeks ago

    Edmonton, Canada Westland Insurance Full time

    Commercial Insurance Advisor Edmonton Regional, AB, 17203 103 Ave NW #100, Edmonton, Alberta, Canada Req #3106 Thursday, June 6, 2024 We’re searching for a  Commercial Insurance Advisor . Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for a  Commercial Insurance Advisor  in our ...

  • Associate, Personal Insurance

    2 weeks ago

    Edmonton, Alberta, Canada Acera Insurance Full time

    Associate, Personal Insurance - Megson FitzPatrick May 22, 2024 Location: Victoria, British Columbia, CA We put our people first. As an employer of choice, Acera Insurance, formerly Megson FitzPatrick Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees. Our people are: Encouraged to...

  • Insurance Advisor

    2 weeks ago

    Edmonton, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in Edmonton, AB at our Edmonton-South office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking...

  • Insurance Advisor

    4 days ago

    Edmonton, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our Edmonton, AB office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a career...

  • Senior Insurance Advisor

    4 weeks ago

    Edmonton, Alberta, Canada Westland Insurance Full time

    Senior Insurance Advisor Edmonton, AB, Avenue NW #118, Edmonton, Alberta, Canada ● Leduc, AB, A Street, Leduc, Alberta, Canada Req #3044 Tuesday, May 21, We're searching for a Senior Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group is growing and has an exciting opportunity for a Senior Insurance Advisor in our...

  • Senior Insurance Advisor

    4 weeks ago

    Edmonton, Canada Westland Insurance Full time

    Senior Insurance Advisor Edmonton, AB, 14315 118 Avenue NW #118, Edmonton, Alberta, Canada ● Leduc, AB, 5008 48A Street, Leduc, Alberta, Canada Req #3044 Tuesday, May 21, 2024 We’re searching for a Senior Insurance Advisor . Are you searching for new possibilities? Westland Insurance Group is growing and has an exciting opportunity for a ...

  • Personal Insurance Advisor

    7 days ago

    Edmonton, Alberta, Canada BrokerLink Insurance Full time

    Being a part of BrokerLink, means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence and always treat others with generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment is present. We want like-minded individuals who want...