Client Advisor, Personal Insurance
1 month ago
Client Advisor, Personal Insurance
May 7, 2024 Location:Whitehorse, Yukon, CA Edmonton, AB, CA
We put our people first. As an employer of choice, Acera Insurance, formerly CapriCMW 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 550 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 1,000 professionals across Canada and change the way people feel about insurance.
CLIENT ADVISOR, PERSONAL INSURANCE
The Client Advisor, Personal Insurance is dedicated to servicing the needs of our personal insurance clientele. In addition, they will successfully manage and grow a specific book of business. Other duties include, but are not limited to facilitating policy changes, claims reporting and advocacy, reviewing existing renewals, generating new business, file reviews, and cross-selling of our products and services.
LOCATION AND STATUS
Whitehorse, YT or Alberta
Full-time, permanent
QUALIFICATIONS
Post-secondary degree/diploma/certificate in Business, Sales/Marketing, Risk Management or related discipline or an equivalent amount of relevant experience in a similar role
2+ years of related experience in insurance industry with strong working knowledge of personal insurance products;
Minimum a Yukon Insurance Broker License or Level 1 Alberta General Insurance License
CIP or CAIB designation, or working towards is considered an asset
VALUES & COMPETENCIES
High degree of professionalism and integrity
Superior communication skills
Committed to excellence in customer service and builds strong relationships at all levels
Skilled user of the Microsoft Office Suite of products
Familiar with insurance customer relationship software
Demonstrated accountability and reliability in the quality and timeliness of work
Able to prioritize in a busy environment in order to meet tight deadlines
Flexible and adaptable with proven problem-solving skills
Works well within a team and independently
Critical thinker with attention to details
CLIENT ADVISOR, PERSONAL INSURANCE
The Client Advisor, Personal Insurance is dedicated to servicing the needs of our personal insurance clientele. In addition, they will successfully manage and grow a specific book of business. Other duties include, but are not limited to facilitating policy changes, claims reporting and advocacy, reviewing existing renewals, generating new business, file reviews, and cross-selling of our products and services.
LOCATION AND STATUS
Whitehorse, YT or Alberta
Full-time, permanent
QUALIFICATIONS
Post-secondary degree/diploma/certificate in Business, Sales/Marketing, Risk Management or related discipline or an equivalent amount of relevant experience in a similar role
2+ years of related experience in insurance industry with strong working knowledge of personal insurance products;
Minimum a Yukon Insurance Broker License or Level 1 Alberta General Insurance License
CIP or CAIB designation, or working towards is considered an asset
VALUES & COMPETENCIES
High degree of professionalism and integrity
Superior communication skills
Committed to excellence in customer service and builds strong relationships at all levels
Skilled user of the Microsoft Office Suite of products
Familiar with insurance customer relationship software
Demonstrated accountability and reliability in the quality and timeliness of work
Able to prioritize in a busy environment in order to meet tight deadlines
Flexible and adaptable with proven problem-solving skills
Works well within a team and independently
Critical thinker with attention to details
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 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.
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