Client Advisor for Acera Insurance

Become a Client Advisor with Acera Insurance, specializing in personal lines in Red Deer, Calgary, or Fort McMurray. Build relationships and excel in customer service while managing client policies.
As part of the Client Assist Team, you will play a crucial role in contacting clients to assess their insurance needs. Your responsibilities include cross-selling products, managing renewals, and facilitating policy changes. A high degree of professionalism and communication skills will be essential as you help clients navigate their coverage options.
Key Responsibilities:
• Engage with clients to review insurance policies
• Support upselling and cross-selling initiatives
• Generate leads and grow new business opportunities
• Assist clients with policy changes and claims
• Report and advocate for client interests in processes
Requirements:
• 2+ years of experience in personal insurance
• Level 1 Alberta General Insurance License is necessary
• Diploma or deg...