High-Value Client Executive - Personal Insurance

Acera Insurance Services Ltd.; Red Deer; On-site; Full time

Job summary

A leading Canadian insurance brokerage is seeking a Client Executive for their Signature Insurance line. The ideal candidate will manage a portfolio of high net-worth clients, providing excellent customer service and technical expertise. Applicants should have strong interpersonal skills, previous personal insurance experience, and ideally possess a Level 2 Insurance License. This is a full-time, permanent position based in Red Deer, Alberta.

Qualifications

• 3-5 years previous Personal Insurance experience required.
• Working towards CAIB or CIP designation considered an asset.
• In-depth knowledge of personal insurance products.

Responsibilities

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

Skills

Customer service skills

Business acumen

Technical and computer skills

Interpersonal skills

Problem-solving skills

Education

Level 2 Insurance License

Post-secondary business courses

Job description

A leading Canadian insurance brokerage is seeking a Client Executive for their Signature Insurance line. The ideal candidate will manage a portfolio of high net-worth clients, providing excellent customer service and technical expertise. Applicants should have strong interpersonal skills, previous personal insurance experience, and ideally possess a Level 2 Insurance License. This is a full-time, permanent position based in Red Deer, Alberta.