Client Executive, Signature Insurance

Acera Insurance Services Ltd.; Calgary; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading insurance company in Calgary is seeking a Client Executive to manage a portfolio of high net-worth clients. The ideal candidate will have 3-5 years of personal insurance experience and excellent customer service skills. This full-time role offers an opportunity to work within an engaging environment focused on client satisfaction.

Qualifications

• 3-5 years of previous Personal Insurance experience required.
• Level 2 Insurance License preferred.
• In-depth knowledge of personal insurance products.

Responsibilities

• Manage a successful portfolio of high net-worth clients.
• Provide excellent customer service to an existing book of business.
• Participate in up-sell and cross-sell initiatives.

Skills

Excellent customer service skills

Strong business acumen

Interpersonal skills

Technical proficiency

Problem-solving skills

Education

Post-secondary business courses

CAIB or CIP designation

Job description

Overview

We put our people first. Acera Insurance offers an outstanding workplace and employee culture with opportunities for all employees. Our people are empowered, accountable, and client-focused, with recognition for achievements. Acera Insurance is widely owned by its employees and operates across Canada.

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

Position

CLIENT EXECUTIVE, SIGNATURE INSURANCE

Acera is looking for an ambitious, engaging Client Executive, Signature Insurance to manage a successful portfolio of high net-worth clients. You will provide excellent customer service and share your technical expertise with existing and new clients in person, via email, and over the phone. This role is supported by a strong brand and community presence. Responsibilities include providing excellent customer service to an existing book of business, writing new business, participating in up-sell and cross-sell initiatives, day-to-day client servicing, and all other duties as directed by management.

Job Details

Status : Full-Time, Permanent

Location : Calgary, AB

Qualifications

• Level 2 Insurance License preferred
• 3-5 years of previous Personal Insurance experience required
• Working towards CAIB or CIP designation considered an asset
• Competitive by nature and career driven
• Strong business acumen; post-secondary business courses considered an asset
• Demonstrated excellent customer service skills in previous positions
• In-depth knowledge of personal insurance products
• Excellent technical and computer skills

Values & Competencies

• High degree of professionalism and integrity
• Strong business acumen
• Exceptional interpersonal skills
• Good judgement and decision-making skills
• Works well within a team and independently
• Excellent written and verbal communication skills
• Flexible and adaptable with proven problem-solving skills
• Demonstrates initiative, self-management and a desire to learn and grow

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.