Client Success Advocate, Insurance

Aon; Calgary; On-site; CAD 40,000 - 60,000; Full time

Job summary

A global insurance firm is seeking a Client Success Specialist to support its Commercial Risk division. You will resolve client service inquiries, assist with renewals, and ensure accurate documentation. Candidates should have experience in the insurance industry, strong communication skills, and a detail-oriented approach. This role offers growth opportunities and emphasizes the importance of work-life balance. The firm values an inclusive workplace and provides comprehensive benefits to its employees.

Benefits

Comprehensive benefits package

Global Wellbeing Days

Support for personal growth and training

Qualifications

• 6+ months of experience in the insurance industry is preferred.
• Provincial insurance license preferred or desire to obtain.
• Working towards CAIB, CRM or CIP is an asset.

Responsibilities

• Resolve basic inquiries associated with all aspects of Client Services.
• Perform vital activities supporting sales & broking teams.
• Monitor and attend to requests via Polaris.

Skills

Attention to detail

Interpersonal and collaborative skills

Excellent oral and written communication

Outstanding customer service

Proficiency with MS Office

Education

Post-secondary education in an insurance-related field

Job description

A global insurance firm is seeking a Client Success Specialist to support its Commercial Risk division. You will resolve client service inquiries, assist with renewals, and ensure accurate documentation. Candidates should have experience in the insurance industry, strong communication skills, and a detail-oriented approach. This role offers growth opportunities and emphasizes the importance of work-life balance. The firm values an inclusive workplace and provides comprehensive benefits to its employees.