Insurance Portfolio Manager

3 days ago


Kelowna, British Columbia, Canada Acera Insurance Full time
{"Job Title: Client Executive, Signature Insurance Job Summary: We are seeking an ambitious and engaging Client Executive, Signature Insurance to manage a successful portfolio of high net-worth clients. Key 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 * Other duties as directed by management Requirements: * Level 2 Insurance License preferred * 3-5 years previous Personal Insurance experience required * Working towards CAIB or CIP designation considered an asset * Competitive by nature and career driven * Strong business acumen * Excellent customer service skills * In-depth knowledge of personal insurance products * Excellent technical and computer skills What We Offer: * Competitive compensation package * Opportunity to become an employee owner * Collaborative work structure * Comprehensive group benefits * Equal opportunity employer About Us: Acera Insurance is one of the largest independent, employee-controlled brokerages in Canada. We provide individuals, families, and businesses with unbiased insurance and risk management solutions. How to Apply: All qualified individuals are encouraged to apply.

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