Personal lines insurance and claims advocacy shape this full-time Client Advisor opportunity at Acera Insurance in Calgary, Alberta. Support clients through changing needs.
As a Client Assist Team member, you will use insurance product expertise to help clients secure needed coverage. The work includes policy reviews, cross-selling, renewal-date collection, upselling, recent business generation, policy changes, claims reporting, and advocacy. Acera Insurance operates more than 60 locations across Canada and is employee-controlled.
Key Responsibilities:
- Help clients review policies and coverage needs
- Collect renewal dates and cross-sell personal lines products
- Report claims and advocate for clients
- Process policy changes and upsell services
- Generate new insurance business through client contacts
Requirements:
- Related insurance industry experience of two or more years
- Minimum Level 1 Alberta General Insurance License
- Personal lines and cross-selling working knowledge
- Familiarity with insurance customer relationship software
- Critical thinking, attention to detail, and problem-solving skills
Use personal insurance expertise, claims advocacy, and client service skills to support Calgary clients with Acera Insurance.