Client Executive, Signature Insurance, Kelowna
Client Executive, Signature Insurance, Kelowna
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Kelowna, Canada
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Posted: less than a week ago
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Description
Client Executive, Signature Insurance May 13, 2026• Location: Edmonton, AB
Acera is seeking an ambitious, engaging Client Executive for Signature Insurance. The role involves managing a successful portfolio of high net‑worth clients, providing excellent customer service, relaying technical expertise, writing new business, and participating in up‑sell and cross‑sell initiatives. Day‑to‑day client servicing and other duties as directed by management will also be required.
Job Details Status:
Full‑Time, Permanent
Location:
Edmonton, AB
Responsibilities
Provide excellent customer service to an existing book of business.
Write new business and participate in up‑sell and cross‑sell initiatives.
Handle day‑to‑day client servicing.
Complete other duties as directed by management.
Qualifications
Level 2 Insurance License preferred.
3‑5 years of previous personal insurance experience required.
Working towards CAIB or CIP designation considered an asset.
Competitive by nature and career driven.
A strong business acumen; post‑secondary business courses considered an asset.
Demonstrated excellent customer service skills.
In‑depth knowledge of personal insurance products.
Excellent technical and computer skills.
Values&Competencies
High degree of professionalism and integrity.
A strong business acumen.
Exceptional interpersonal skills.
Good judgement and decision‑making skills.
Works well within a team and independently.
Excellent written and verbal communication skills.
Flexible and adaptable with proven problem‑solving skills.
Demonstrates initiative, self‑management, and a desire to learn and grow.
Acera Insurance is an equal‑opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply.
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Acera is seeking an ambitious, engaging Client Executive for Signature Insurance. The role involves managing a successful portfolio of high net‑worth clients, providing excellent customer service, relaying technical expertise, writing new business, and participating in up‑sell and cross‑sell initiatives. Day‑to‑day client servicing and other duties as directed by management will also be required.
Job Details Status:
Full‑Time, Permanent
Location:
Edmonton, AB
Responsibilities
Provide excellent customer service to an existing book of business.
Write new business and participate in up‑sell and cross‑sell initiatives.
Handle day‑to‑day client servicing.
Complete other duties as directed by management.
Qualifications
Level 2 Insurance License preferred.
3‑5 years of previous personal insurance experience required.
Working towards CAIB or CIP designation considered an asset.
Competitive by nature and career driven.
A strong business acumen; post‑secondary business courses considered an asset.
Demonstrated excellent customer service skills.
In‑depth knowledge of personal insurance products.
Excellent technical and computer skills.
Values&Competencies
High degree of professionalism and integrity.
A strong business acumen.
Exceptional interpersonal skills.
Good judgement and decision‑making skills.
Works well within a team and independently.
Excellent written and verbal communication skills.
Flexible and adaptable with proven problem‑solving skills.
Demonstrates initiative, self‑management, and a desire to learn and grow.
Acera Insurance is an equal‑opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply.
#J-18808-Ljbffr
Highlights
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Company nameAcera Insurance
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Job positionClient Executive, Signature Insurance
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