Client Advisor, Personal Insurance, Client Assist Team

Acera Insurance Services Ltd.; Calgary; On-site; CAD 42,000 - 58,000; Full time

Job summary

Acera Insurance invites motivated professionals to join the Client Advisor team in Calgary, focusing on personal insurance and client assistance. You will review policies, cross-sell, and manage renewal dates to ensure clients have the right coverage.

The role emphasizes building lasting client relationships and advocating for clients with our carriers and internal teams. The ideal candidate has 2+ years in insurance, an Alberta Level 1 license, and strong communication skills.

Qualifications

• 2+ years in insurance with personal lines and cross-selling.
• Alberta General Insurance License Level 1 or higher.
• Post-secondary degree/diploma/certificate asset.
• CIP designation asset.

Responsibilities

• Review client policies and cross-sell products.
• Obtain renewal dates to complete policy coverage.
• Upsell products and services to clients.
• Generate new business and maintain client relationships.
• Facilitate policy changes and claim reporting.
• Advocate for clients with internal teams.

Skills

Insurance experience

Cross-selling

Client relationship

MS Office

Education

Alberta General Insurance License Level 1

Post-secondary degree asset

CIP designation asset

Tools

Microsoft Office

Insurance CRM software

Job description

< h3>Client Advisor, Personal Insurance, Client Assist Team h3>

Sep 29, 2026

Location:

Calgary, 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.

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

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.