Client Advisor, Personal Insurance, Client Assist Team

Acera Insurance Services Ltd.; Calgary; Hybrid; CAD 45,000 - 60,000; Full time

Job summary

Acera Insurance Services Ltd. in Calgary is seeking a Client Advisor for Personal Insurance on the Client Assist Team to review client policies, cross-sell, and obtain renewal dates to round out coverage. The role focuses on building relationships and delivering expert product guidance to clients.

You will contribute to upselling, generating new business, facilitating policy changes, and assisting with claims reporting and advocacy, requiring strong communication and customer-service orientation.

Qualifications

• 2+ years of related experience in insurance industry with working knowledge of personal lines products and cross-selling.
• Minimum Level 1 Alberta General Insurance License.
• Post-secondary degree/diploma/certificate in Sales, Marketing, Business, Risk Management or related discipline or equivalent amount of relevant experience.
• CIP designation, or working towards is considered an asset.

Responsibilities

• Contact clients to review policies and cross-sell products.
• Obtain renewal dates to round out policies.
• Upsell of products and services and generate new business.
• Facilitate policy changes and claims reporting.
• Advocate on behalf of clients and maintain strong relationships.

Skills

Client relationship management

Cross-selling

Renewal management

Customer service

Communication

Education

Alberta License Level 1

Sales/Marketing degree

CIP (asset)

Tools

Microsoft Office

CRM software

Job description

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Client Advisor, Personal Insurance, Client Assist Team

Aug 25, 2026

Location: Calgary, AB, CA Red Deer, AB, CA

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 650 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 1,200 professionals across Canada and change the way people feel about insurance.

CLIENT ADVISOR, PERSONAL INSURANCE, CLIENT ASSIST TEAM

As part of the Client Assist Team, you will be focused on contacting clients to review their policies, cross selling, and obtaining renewal dates in order to round out their policies. The successful candidate will enjoy building relationships and offering their expertise on products to help clients have the coverage they need. Other duties include upselling of our products and services, generating new business, facilitating policy changes, claims reporting and advocacy.

LOCATION AND STATUS

Location: Calgary, Fort McMurray, or Red Deer, AB

Status: Full-time, permanent

QUALIFICATIONS

• 2+ years of related experience in insurance industry with working knowledge of personal lines products and cross-selling.
• Minimum Level 1 Alberta General Insurance License
• Post-secondary degree/diploma/certificate in Sales, Marketing, Business, Risk Management or related discipline or an equivalent amount of relevant experience in a similar role is an asset
• CIP designation, or working towards is considered an asset

VALUES & COMPETENCIES

• High degree of professionalism and integrity
• Committed to excellence in customer service and builds strong relationships 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 in order to meet tight deadlines
• Flexible and adaptable with proven problem-solving skills
• Works well within a team and independently
• Critical thinker with attention to details

Acera Insurance is the largest independent, employee-controlled brokerages in Canada. With over 60 locations across British Columbia, Alberta, Ontario, Nova Scotia, and the Yukon, and $1.3 billion in gross written premium, 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 Insuranceis an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply.