Venture Advisor for Small Businesses (Calgary)

Venture Advisor for Small Businesses (Calgary)

18 Oct
|
Navacord
|
Calgary

18 Oct

Navacord

Calgary

Join our team as a Venture Advisor, providing exceptional service to small and medium-sized businesses. Your insurance expertise, professionalism, and attention to detail create lasting customer relationships.
As a Venture Advisor, you play a critical role in client satisfaction and retention. You will use your robust insurance knowledge to surpass client expectations while collaborating with a dynamic team. This position also involves negotiating terms, managing account documentation, and staying informed about industry offerings.
Key Responsibilities:
• Provide clients with service beyond standard transactions
• Support growth initiatives focused on client retention
• Negotiate with underwriters for optimal terms
• Build and maintain strong,



long-lasting client relationships
• Review coverage and recommend solutions based on client needs
Requirements:
• Post-secondary education or related certificates
• 2-4 years of insurance experience in small commercial
• Level 2 General Insurance license required
• Working towards C.I.P. or C.A.I.B. designation
• Strong communication and organizational skills
Utilize your insurance expertise and interpersonal skills as a Venture Advisor while making a meaningful impact in clients' businesses.
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📌 Venture Advisor for Small Businesses (Calgary)
🏢 Navacord
📍 Calgary

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