25 Sep
|
Acera Insurance Services
|
Calgary
25 Sep
Acera Insurance Services
Calgary
Select how often (in days) to receive an alert:Client Advisor, Personal Insurance, Client Assist TeamAug 25, 2026Location: Calgary, AB, CA Red Deer, AB, CAWe 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 650 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 1,200 professionals across Canada and change the way people feel about insurance.CLIENT ADVISOR, PERSONAL INSURANCE, CLIENT ASSIST TEAMAs part of the Client Assist Team, you will be focused on contacting clients to review their policies, cross selling, and obtaining renewal dates in order to round out their policies. The successful candidate will enjoy building relationships and offering their expertise on products to help clients have the coverage they need. Other duties include upselling of our products and services, generating new business, facilitating policy changes, claims reporting and advocacy.LOCATION AND STATUSLocation: Calgary, Fort McMurray, or Red Deer, ABStatus: Full-time,
permanentQUALIFICATIONS2+ years of related experience in insurance industry with working knowledge of personal lines products and cross-selling.Minimum Level 1 Alberta General Insurance LicensePost-secondary degree/diploma/certificate in Sales, Marketing, Business, Risk Management or related discipline or an equivalent amount of relevant experience in a similar role is an assetCIP designation, or working towards is considered an assetVALUES & COMPETENCIESHigh degree of professionalism and integrityCommitted to excellence in customer service and builds strong relationships at all levelsSkilled user of the Microsoft Office Suite of productsFamiliar with insurance customer relationship softwareDemonstrated accountability and reliability in the quality and timeliness of workAble to prioritize in a busy environment in order to meet tight deadlinesFlexible and adaptable with proven problem-solving skillsWorks well within a team and independentlyCritical thinker with attention to detailsAcera Insurance is the largest independent, employee-controlled brokerages in Canada. With over 60 locations across British Columbia, Alberta, Ontario, Nova Scotia, and the Yukon, and $1.3 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 perks.Acera Insuranceis an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply.
📌 Client Advisor, Personal Insurance, Client Assist Team (Calgary)
🏢 Acera Insurance Services
📍 Calgary