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Insurance Portfolio Manager
2 months ago
As a Client Executive, Signature Insurance, you will manage a successful portfolio of high net-worth clients. You will provide excellent customer service and technical expertise to both existing and new clients. You will be backed by our strong, well-established company brand that has a strong connection to the community. This role is responsible for providing excellent customer service to an existing book of business, writing new business, participating in up-sell and cross-sell initiatives, day-to-day client servicing, and all other duties as directed by management.
**Location and Status**
* Kelowna, BC
* Full-time, permanent
* Compensation: Acera's total compensation offerings are based on pay for performance that recognizes exceptional individual, team, and company performance. The typical hiring range for this position is from $60,000 - $75,000 CAD annually, plus an attractive incentive based on new business generated; the pay offering is based on location and will vary depending on related experience, proven knowledge, skills, and internal equity.
**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.
Acera Insurance Services Ltd. 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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