Personal Insurance Advisor

3 weeks ago

Calgary, Canada Rogers Insurance Full time

At Rogers, we take a _**human approach to insurance**_._
- We staff the best, we hire the best. People who are professional, experienced, and focused on exceeding the needs of our clients. We have a lot of fun and we are committed to being an employer of choice by providing employer paid benefits, on-site insurance education, a dog-friendly office, popcorn and slushies’ every Friday and all sorts of wacky themed staff celebrations throughout the year. Not to mention our annual ‘Dream’ program that awards four lucky employees with up to $10,000 each towards their dream, whatever it may be _
- We also happen to sell insurance..want to work with us?_

**PERSONAL INSURANCE** **ADVISOR**

The Personal Insurance Advisor is dedicated to servicing the needs of our personal lines clientele. In addition, they will successfully manage and grow a specific book of business. Other duties include: 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**
- Calgary, AB
- Full-time, permanent

**QUALIFICATIONS**
- 2+ years of related experience in the insurance industry with strong working knowledge of personal lines products;
- Minimum Level 1 Alberta General Insurance License and working towards Level 2 considered an asset;
- CIP designation, or working towards, is considered an asset;
- Post-secondary degree/diploma/certificate in Business, Sales/Marketing, Risk Management or a related discipline or an equivalent amount of relevant experience in a similar role is considered an asset.

**VALUES & COMPETENCIES**
- High degree of professionalism and integrity;
- Superior communication skills;
- Committed to providing excellent customer service and building strong relationships at all levels;
- Skilled user of Microsoft Office Suite 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 detail.
- Rogers Insurance Ltd. is an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply._
- Please be advised Rogers Insurance Ltd. and CapriCMW have merged to become Acera Insurance Services Ltd. Over the next few months, you will note that our documentation will be changing to reflect our new company name. Thank you for your patience during this transition._

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

**Benefits**:

- Dental care
- Extended health care
- Paid time off
- Vision care

Schedule:

- Monday to Friday

**Education**:

- Bachelor's Degree (preferred)

**Experience**:

- insurance: 2 years (preferred)

Licence/Certification:

- Level 1 License (required)
- CIP Designation (preferred)

Work Location: One location

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