Acera Insurance Services Ltd.

Insurance · Canada

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Acera Insurance Services Ltd.

Client Advisor, Personal Insurance - Sylvan Lake

Sylvan Lake, AB, Canada

Apply by: Jun 12, 2027

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At a glance

Automatically prepared from the listing. Check the original description for the full requirements.

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Responsibilities

The Client Advisor is responsible for servicing personal insurance clients and managing the growth of a specific book of business. Key duties include reviewing policy renewals, generating new business, facilitating policy changes, and providing claims advocacy.

Requirements

Candidates need 3+ years of insurance experience and a minimum Level 1 Alberta General Insurance License. A post-secondary degree in Business or Risk Management and a CIP designation are considered assets.

Experience

2 to 5 years

Education

bachelor degree
professional certificate

Working hours

40 hours per week

Job type

Full-time

Work arrangement

On-site

Skills

Personal Insurance
Customer Service
Policy Renewals
Cross-selling
Claims Reporting
Microsoft Office Suite
CRM Software
Problem Solving
Critical Thinking
Communication Skills
Time Management
Relationship Building

Benefits

Employee Ownership

Visa sponsorship

Not detected in the job text

Keywords

Personal Insurance
Alberta General Insurance License
CIP Designation
Risk Management
Insurance Brokerage
Policy Renewals
Cross-selling
Claims Advocacy
Microsoft Office
CRM
Business Development

Original job description

We put our people first. As an employer of choice, Acera Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees.

Our people are:

Encouraged to challenge the status quo and never stop learning in their commitment to excellence.
Empowered with a sense of accountability and autonomy to take ownership of their work.
Treated with respect and act with integrity by putting clients, colleagues, and community first.
Recognized for their achievements and celebrate festivities, big and small, to make work fun.

We also proudly offer most employees the opportunity to become owners. With over 700 employee owners, Acera Insurance is the only Canadian brokerage that is widely owned by its employees. Our employee owners have a vested interest and get to share in Acera Insurance’s success - which they make possible.

Join our award-winning network of over 1,300 professionals across Canada and change the way people feel about insurance.

CLIENT ADVISOR, PERSONAL INSURANCE

The Client Advisor, Personal Insurance, is dedicated to servicing the needs of our personal insurance clientele. In addition, they will successfully manage and grow a specific book of business. Other duties include: reviewing existing policy renewals, generating new business, file reviews, cross-selling our products and services, facilitating policy changes, claims reporting and advocacy.

LOCATION AND STATUS

Sylvan Lake, AB
Full-time, permanent

QUALIFICATIONS

3+ years of related experience in the insurance industry with a strong working knowledge of personal insurance products
Minimum Level 1 Alberta General Insurance License, with the willingness to obtain Level 2 within the first 3 months of employment
CIP designation or working towards this is considered an asset
Post-secondary degree/diploma/certificate in Business, Sales/Marketing, Risk Management or related discipline or an equivalent amount of relevant experience in a similar role considered an asset

VALUES & COMPETENCIES

A high degree of professionalism and integrity
Superior verbal and written communication skills
Committed to excellence in customer service and builds a strong relationship at all levels
Skilled user of the Microsoft Office Suite of products
Familiar with insurance customer relationship software
Demonstrated accountability and reliability in the quality and timeliness of work
Able to prioritize in a busy environment to meet tight deadlines
Flexible and adaptable with proven problem-solving skills
Works well within a team and independently
Critical thinker with attention to detail

Acera Insurance is the largest independent, employee-controlled brokerage in Canada. We are proudly 100% Canadian owned and operated. With over 70 locations across British Columbia, Alberta, Saskatchewan, Ontario, Nova Scotia, and the Yukon, $1.4 billion in gross written premium, and $1.3 billion group retirement savings assets under management, our team provides individuals, families and businesses unbiased insurance and risk management solutions that have a distinct Canadian perspective. Our collaborative work structure combines our people’s strength and expertise to offer greater value, knowledge, and resources to our personal and commercial clients nationwide, including comprehensive group benefits.

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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