Experienced Client Advisor at Acera Insurance (Ottawa)

Experienced Client Advisor at Acera Insurance (Ottawa)

19 Aug
|
Acera Insurance Services
|
Ottawa

19 Aug

Acera Insurance Services

Ottawa

Elevate your career with Acera Insurance as an Experienced Client Advisor. This full time role focuses on managing personal insurance clients and promoting tailored insurance solutions.
Join Acera Insurance, where you will service personal insurance needs while growing your book of business. Your responsibilities will include conducting needs assessments, renewing policies, and addressing client inquiries efficiently. Collaboration with Underwriters will be crucial for resolving policy-related issues and ensuring client satisfaction.
Key Responsibilities:
• Address client inquiries and provide accurate insurance information
• Prepare documentation for insurers and manage policy applications
• Conduct care calls and manage ongoing client relationships




• Generate new business and facilitate policy renewals
• Stay updated on industry standards and training opportunities
Requirements:
• 3+ years of relevant insurance experience required
• RIBO license essential for the role
• CIP designation or in progress is a plus
• Post-secondary degree or diploma in a relevant area
• Proficiency in Microsoft Office and insurance-related software
Leverage your knowledge and skills to provide exceptional service to clients at Acera Insurance.
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📌 Experienced Client Advisor at Acera Insurance (Ottawa)
🏢 Acera Insurance Services
📍 Ottawa

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