Found Description
Become a key player in customer support at Acera Insurance as a Client Advisor in Kelowna, BC. Leverage your customer service skills and attention to detail to excel in this full-time role.
As a Client Advisor, you will support the Signature Client Executive team by managing policy changes, creating proposals, and corresponding with underwriters. This role requires you to verify policy information, navigate administrative workflows, and assist clients effectively. If you possess strong organizational skills and have a background in personal lines products, this opportunity is perfect for you.
Key Responsibilities:
• Handle policy changes and manage remarket submissions
• Create proposals and verify documentation for errors
• Advise brokers and monitor document delays
• Process payment reminders and client inquiries
• Review renewals and set up claims for clients
Requirements:
• 2+ years experience in insurance industry
• BC Level 2 General Insurance Licens...
As a Client Advisor, you will support the Signature Client Executive team by managing policy changes, creating proposals, and corresponding with underwriters. This role requires you to verify policy information, navigate administrative workflows, and assist clients effectively. If you possess strong organizational skills and have a background in personal lines products, this opportunity is perfect for you.
Key Responsibilities:
• Handle policy changes and manage remarket submissions
• Create proposals and verify documentation for errors
• Advise brokers and monitor document delays
• Process payment reminders and client inquiries
• Review renewals and set up claims for clients
Requirements:
• 2+ years experience in insurance industry
• BC Level 2 General Insurance Licens...
Ready to Apply?
Submit your application for Client Advisor at Acera Insurance at Acera Insurance Services Ltd.
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