Client Advisor, Personal Insurance, New Business

We put our people first. As an employer of choice, Acera Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees. 

Our people are:

• Encouraged to challenge the status quo and never stop learning in their commitment to excellence.
• Empowered with a sense of accountability and autonomy to take ownership of their work.
• Treated with respect and act with integrity by putting clients, colleagues, and community first.
• Recognized for their achievements and celebrate festivities, big and small, to make work fun.

We also proudly offer most employees the opportunity to become owners. With over 700 employee owners, Acera Insurance is the only Canadian brokerage that is widely owned by its employees. Our employee owners have a vested interest and get to share in Acera Insurance's success — which they make possible.

Join our award-winning network of over 1,300 professionals across Canada and change the way people feel about insurance.

CLIENT ADVISOR, PERSONAL INSURANCE, NEW BUSINESS
 

As part of a new business sales team, you will focus on responding to inbound quote requests for Personal Insurance through a variety of sales channels, including digital, inbound calls, established affinity programs, internal referrals, and through a network of regional offices. The Client Advisor, Personal Insurance, New Business will help to develop relationships with potential clients by assessing their insurance needs, providing coverage recommendations from top insurers, and completing risk assessments. To ensure the focus remains on new business, once the risk is bound and issued, the new client will be assigned to a servicing broker for future handling.

 
LOCATION AND STATUS

• Calgary, AB
• Full-time, permanent

QUALIFICATIONS

• Alberta Level 1 License is required and working toward Level 2 is considered an asset
• Minimum 3 years of progressive experience in the insurance industry (brokerage sales experience preferred)
• Strong working knowledge of personal insurance  
• CIP designation, or working towards is considered an asset
• Sales-focused and committed to excellence in customer service
• Strong interpersonal skills
• Skilled user of Microsoft Office, fast and accurate typing skills
• Knowledge of EPIC or a customer relationship software is considered an asset

VALUES & COMPETENCIES

• High degree of professionalism and integrity
• Critical thinker with strong sense of urgency and the ability to prioritize and multi-task
• Commitment to sales excellence with an ability to build strong client relationships
• Accountability and reliability in the quality and responsiveness of work
• Familiarity and comfort with online tools and technology
• Flexible and adaptable with proven resilience when faced with new and unique situations
• Team-player with the ability to work independently, collaborate, interact and build effective relationships

Acera Insurance is the largest independent, employee-controlled brokerage in Canada. We are proudly 100% Canadian owned and operated. With over 70 locations across British Columbia, Alberta, Saskatchewan, Ontario, Nova Scotia, and the Yukon, $1.4 billion in gross written premium, and $1.3 billion group retirement savings assets under management, our team provides individuals, families and businesses unbiased insurance and risk management solutions that have a distinct Canadian perspective. Our collaborative work structure combines our people's strength and expertise to offer greater value, knowledge, and resources to our personal and commercial clients nationwide, including comprehensive group benefits.

Acera Insurance is an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply.