22 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 strong insurance knowledge to surpass client expectations while collaborating with a energetic 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.
📌 Venture Advisor for Small Businesses (Calgary)
🏢 Navacord
📍 Calgary