Client Executive at Signature Insurance (Kelowna)
Client Executive at Signature Insurance (Kelowna)
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Kelowna, Canada
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Posted: yesterday
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Description
Join Acera Insurance as a Client Executive managing high net-worth clients in Edmonton, AB. Deliver exceptional service, expertise, and drive business growth through upselling and cross-selling. In this full-time, permanent role, you will oversee a portfolio, ensuring excellent customer care while writing new business. With a focus on client satisfaction, you’ll be expected to handle daily servicing matters and complete other management-directed duties with professionalism and integrity. Key Responsibilities: • Provide outstanding service to existing clients • Write new business and drive upsell initiatives • Manage day-to-day servicing of client needs • Complete management-assigned tasks Requirements: • Level 2 Insurance License preferred • 3-5 years personal insurance experience needed • CAIB or CIP designation considered an asset • Proven track record in customer service • Solid technical and computer skills Excel in customer management, technical expertise, and business development as a key member of the Acera team in Edmonton. Apply on Kit Job: kitjob.ca/job/2psg7c
Highlights
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Company nameAcera Insurance
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Job positionClient Executive at Signature Insurance (Kelowna)
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Client Executive at Signature Insurance (Kelowna) has been posted in the Kelowna Accounting, Financing & Banking category on Locanto.
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