Personal Insurance Client Advisor Sundre
Personal Insurance Client Advisor Sundre
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Sundre, Canada
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Posted: less than a week ago
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Description
Join Acera Insurance as a Client Advisor in Alberta, focusing on personal insurance and client relationships. Enhance coverage by reviewing policies and upselling services in a full time role. As a part of the Client Assist Team, you'll engage with clients across Calgary, Red Deer, and Fort McMurray. Your expertise in personal lines insurance will be key in cross-selling and rounding out client policies. Responsibilities also include generating current business, facilitating claims, and ensuring exceptional service. Key Responsibilities: • Contact clients to review and renew insurance policies • Cross-sell and upsell personal insurance products • Generate recent business through client interactions • Facilitate policy changes and claims reporting • Advocate for clients in various insurance matters Requirements: • Minimum 2 years of experience in insurance industry • Level 1 Alberta General Insurance License required • Relevant degree or equivalent experience preferred • CIP designation or progress towards it is beneficial • Proficient in Microsoft Office Suite Utilize your communication and relationship-building skills to drive business success at Acera Insurance. #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2pgigo
Highlights
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Company nameAcera Insurance
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Job positionPersonal Insurance Client Advisor Sundre
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