Policy reviews, renewal dates, and cross-selling anchor this full-time Insurance Advisor prospect with Acera Insurance in Calgary, Alberta. Build lasting client relationships.
Working on the Client Assist Team, you will help clients review policies and round out coverage through relevant products. Your responsibilities include upselling products and services, generating new business, facilitating policy changes, claims reporting, and advocacy. Acera Insurance serves personal and commercial clients nationwide with a Canadian perspective.
Key Responsibilities: Review client policies and obtain renewal dates
Offer expertise on personal insurance products
Round out policies through cross-selling activities




Facilitate policy changes and claims reporting
Generate business and advocate for clients
Requirements: Two or more years of related insurance experience
Personal lines product and cross-selling knowledge
Level 1 Alberta General Insurance License
Strong customer service and relationship-building abilities
Ability to prioritize deadlines independently and within teams
Bring insurance experience, renewal expertise, and relationship-building skills to Acera Insurance’s Client Assist Team in Calgary.

#J-18808-Ljbffr

📌 Insurance Renewal Advisor Calgary (Alberta)
🏢 Acera Insurance Services
📍 Alberta