Banking Client Advisor: Personal & Business (Varennes)

Banking Client Advisor: Personal & Business (Varennes)

08 Aug
|
Acera Insurance
|
Varennes

08 Aug

Acera Insurance

Varennes

Advance your career as a Client Advisor in Commercial Insurance at Acera Insurance in Ottawa. This full-time role focuses on insurance sales, client relationships, and policy management.In this mid-market position, you'll leverage your 5+ years of commercial insurance experience to effectively advise clients. Your responsibilities include retaining a book of business and delivering customized policy solutions, while negotiating renewals and ensuring timely completion. You're expected to maintain documentation and engage in ongoing skill development to enhance your expertise in this field.Key Responsibilities:- Compile and negotiate renewal information with carriers- Ensure timely completion of renewals 60 days out- Review policies to identify and address coverage gaps- Maintain transparent and organized documentation- Participate in team meetings and educational seminarsRequirements:- 5+ years of progressive commercial insurance experience- RIBO license required- CIP or CAIB designation is an asset- Background in insurance brokerage preferred- Familiarity with insurance management softwareBring your insurance expertise and client relationship skills to Acera Insurance as a valued Client Advisor.#J-18808-Ljbffr

📌 Banking Client Advisor: Personal & Business (Varennes)
🏢 Acera Insurance
📍 Varennes

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