Insurance Executive

2 months ago


Kelowna, British Columbia, Canada Acera Insurance Full time

Job Summary

We are seeking an ambitious and engaging Insurance Executive to manage a successful portfolio of high net-worth clients for our Signature Insurance division. As an Insurance Executive, you will provide exceptional customer service and technical expertise to both existing and new clients.

Key Responsibilities

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

Requirements

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

Company Overview

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 with unbiased insurance and risk management solutions.

What We Offer

  • A collaborative work structure that combines our people's strength and expertise to offer greater value, knowledge, and resources to our clients nationwide
  • A comprehensive group benefits program
  • An equal opportunity employer committed to all forms of diversity in the workplace


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