Business Development Insurance Specialist

1 week ago


Red Deer, Alberta, Canada Acera Insurance Full time

About Acera Insurance

We are one of the largest independent, employee-controlled brokerages in Canada. With over 60 locations across Alberta, British Columbia, Ontario, and the Yukon, we provide individuals, families, and businesses with unbiased insurance and risk management solutions that have a distinct Canadian perspective.

Salary and Benefits

The salary for this role is estimated to be between $50,000-$75,000 per year, plus annual incentives. We also offer a range of benefits to support our employees' well-being and success.

Job Description

Key Responsibilities:

  • Create & execute client service plans, service deliveries, ensuring commitments are tracked and reported in a unified and meaningful way to the client
  • Monitors client satisfaction through maintaining relationships
  • Contributes in regular meetings with team to ensure you are up to date on all pending client issues, changing needs, implementing service plans, and other issues
  • Fields client communication via various channels and identifies clients' insurance requirements
  • Creates proposals for clients and prospective clients that demonstrate Acera's unique approach to mitigating business risk
  • Educates clients to ensure they understand their business risks and insurance coverage
  • Advocates for changes and additions to service plans that increase value for clients

Requirements and Qualifications:

  • Supports a climate in which teams want to do their best
  • Adaptable to working effectively as a team or independently with the ability to adjust to tight and changing priorities and deadlines.
  • Ability to maximize efficiencies by leveraging technology, tools resources and information
  • Self-guided learner & solves problems with real solutions
  • Level 2 BC Broker License
  • Minimum 5 years of insurance experience
  • Working knowledge of insurance document management software
  • Previous experience working in EPIC will be considered an asset
  • Skilled user of Microsoft office - Outlook, Word, Excel and PowerPoint

About You

We're looking for a highly motivated and experienced insurance professional to join our team as a Business Development Insurance Specialist. As a key member of our sales team, you'll play a crucial role in building strong relationships with our clients and delivering exceptional service to drive growth and success for our business.



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