Client Executive, Commercial Insurance

Acera Insurance; Edmonton; On-site; CAD 70,000 - 100,000; Full time

Job summary

Acera Insurance is seeking a Client Executive for Commercial Insurance to enhance client relationships and drive sales. The ideal candidate will have over 5 years of experience in the insurance industry, a strong understanding of commercial products, and a commitment to customer service excellence. Join a leading employee-owned brokerage dedicated to providing innovative insurance solutions across Canada.

Qualifications

• 5+ years of related experience in the insurance industry.
• Strong knowledge of commercial insurance products.
• Alberta Level 2 License required.

Responsibilities

• Prospecting new clients through various sales activities.
• Managing client relationships and claims.
• Sales and negotiations of contracts with insurers.

Skills

Professionalism

Customer Service

Sales Focus

Problem Solving

Attention to Detail

Education

Alberta Level 2 License

CIP or CAIB designation

Tools

Microsoft Office Suite

Insurance Document Management Software

Job description

We put our people first. As an employer of choice, Acera Insurance, formerly Rogers 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 550 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 1,000 professionals across Canada and change the way people feel about insurance.

CLIENT EXECUTIVE, COMMERCIAL INSURANCE

Your knowledge and experience in commercial insurance combined with your attention to detail and sales focus are the keys to success in the role of Client Executive. This role is responsible for, but not limited to :

Main Responsibilities :

• Prospecting new clients in various forms including cold calling, networking events, association events, social media and other forms of sales activity
• Sales and negotiations of contracts with insurers
• Managing client relationships
• Managing claims with clients and insurers
• Travel as required to insurer, client or association events
• Representing and promoting Rogers Insurance to potential clients at trade shows
• Responsible for collection and management of all accounts receivable related to clients
• Managing and working with assigned associate staff to meet the needs of clients and insurers
• Developing presentation and marketing material as required

LOCATION AND STATUS

• Full-time, permanent

QUALIFICATIONS

• 5+ years of related and progressive experience in the insurance industry with a strong working knowledge of commercial insurance products
• Alberta Level 2 License is required
• CIP or CAIB 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 with clients
• Sales and growth focused, results driven
• Skilled user of the Microsoft Office Suite of products
• Familiar with insurance document management software
• Demonstrated accountability and reliability in the quality and timeliness of work
• Flexible and adaptable with proven problem-solving skills
• Works well within a team and independently and able to adjust to tight and changing deadlines
• Critical thinker with strong attention to details

Acera Insurance is one of the largest independent, employee-controlled brokerages in Canada. With over 60 locations across Alberta, British Columbia, Ontario, and the Yukon, and $1 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.