Full-Time Client Advisor Role

Step into a full-time Client Advisor role at Acera Insurance, focusing on personal insurance in Alberta. Utilize your expertise in policy management and client service to enhance coverage options.
As a member of the Client Assist Team, your role will involve contacting clients to review their personal insurance policies and offer tailored solutions. You will be responsible for cross-selling products, managing renewals, and advocating for clients in claims processes. Success in this position relies on strong communication and relationship-building skills.
Key Responsibilities:
• Review and renew client insurance policies
• Execute upselling and cross-selling strategies
• Generate new business through client engagement
• Facilitate changes to policies and assist with claims
• Serve as an advocate for client needs and concerns
Requirements:
• 2+ years of insurance experience required
• Must possess Level 1 Alberta General Insurance License
• Diploma or equ...