Client Executive, Signature Insurance

6 months ago


Kelowna, Canada Acera Full time

**About Acera Insurance**

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.

**Job Summary**

**Main Responsibilities**:

- Provide excellent customer service to an existing book of business;
- Write new business;
- Participate in up-sell and cross-sell initiatives;
- Day to day client servicing;
- All other duties as directed by management.

**Qualifications**:

- Level 2 Insurance License preferred;
- 3-5 Years previous Personal Insurance experience is required;
- Working towards CAIB or CIP designation considered an asset;
- Competitive by nature and career driven;
- A strong business acumen; post-secondary business courses considered an asset;
- Has demonstrated excellent customer service skills in previous positions;
- In-depth knowledge of personal insurance products;
- Excellent technical and computer skills.

**Values & Competencies**
- High degree of professionalism and integrity;
- A strong business acumen;
- Exceptional interpersonal skills;
- Good judgement and decision-making skills;
- Works well within a team and independently;
- Excellent written and verbal communication skills;
- Flexible and adaptable with proven problem-solving skills;
- Demonstrates initiative, self-management and a desire to learn and grow.

**Why Join our Team?**

As a valued member of the Acera Insurance family, you will be awarded **a competitive annual salary, evaluated on your education, skills, and experience,** including:

- Generous incentives and bonus programs
- Employee ownership opportunities
- Life, disability, health, and dental insurance coverage
- Group RRSP program
- Employer-matched pension plan
- Employee Assistance Program
- Wellness and Lifestyle Spending Accounts
- Career development through leadership training and learning resources
- And many more

Acera offers a fun, collaborative work environment with lots of opportunity for long-term professional and personal growth. As an independent, employee-owned company, we are proud to be named one of the Best Workplaces in Canada by Great Place to Work®.
- 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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