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Client Advisor, Personal Insurance

@ Acera Insurance Services Ltd.

Edmonton, Alberta

3+ ans d’expérience
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SIGNAUX

En bref

Acera Insurance Services Ltd. is hiring a full-time, permanent Client Advisor, Personal Insurance in Edmonton, AB. The role services personal insurance clients, manages and grows an assigned book of business, and handles renewals, new business, file reviews and claims reporting. The posting requires 3+ years of insurance experience and a Level 1 Alberta General Insurance Licence.

Responsabilités :

  • Service personal insurance client needs
  • Manage and grow an assigned book of business
  • Review existing policy renewals and file reviews
  • Generate new business and cross-sell products
  • Facilitate policy changes, claims reporting and advocacy

Résumé des exigences :

  • 3+ years of personal insurance industry experience
  • Minimum Level 1 Alberta General Insurance License, Level 2 within 3 months
  • CIP designation or working towards it is an asset
  • Post-secondary degree or diploma in business, sales, marketing or risk management is an asset
  • Superior verbal and written communication skills

Outils et compétences

Avantages mentionnés

Régime de retraite
Source et dates

Site carrière / système de candidatures · successfactors

Date publiée par l’employeur
2026-11-06
Première détection par notre source
2026-10-09
Mise à jour du dossier source
2026-11-07

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauIntermédiaire
DomaineVentes
Expérience3 an(s) et plus
Heures par semaine40 (estimé)
Déplacementsavion : aucun · route : aucun
Milieu de travailBureau
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
LanguesEnglish
Permis et certificationsAlberta General Insurance License Level 1, Alberta General Insurance License Level 2, CIP
FormationCollégial (DEC) (préféré)
Domaines d’étudesBusiness, Sales/Marketing, Risk Management
Avantages mentionnésActions ou participation

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

Acera Insurance Services Ltd.

Profil d’entreprise sauvegardé

Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.

Be certain.

Description complète de l’entreprise

As the largest independent, employee-controlled brokerage in Canada, Acera Insurance provides our clients with the utmost certainty in the specialized personal insurance, commercial insurance and group benefits solutions we provide. Built upon the solid foundation of several award-winning firms, Acera Insurance brings greater value, expertise and resources to individuals, families and businesses across the country. We have been serving Canadians more than 60 years, with teams and offices located from coast to coast. We are proudly owned by half of our employees, who are empowered to make local decisions and are dedicated to supporting clients in their long-term success. As a member of the Canadian Broker Network and Benefits Alliance, we have a longstanding history of upholding the independent brokerage model across Canada.

Abonnés LinkedIn
7 123
Personnes associées sur LinkedIn
775
Bureaux déclarés
  • Calgary, CA
Catégories d’activité
  • Risk Management
  • Insurance
  • Commercial Insurance
Autres noms enregistrés
  • Acera Insurance Services Ltd.
Spécialités
  • Commercial Insurance
  • Personal Insurance
  • Risk Management
  • and Group Benefits
Le profil indique une agence de recrutement
Non
Investissement total déclaré
75 475 401

La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.

As the largest independent, employee-controlled brokerage in Canada, Acera Insurance provides our clients with the utmost certainty in the specialized personal insurance, commercial insurance and group benefits solutions we provide. Built upon the solid foundation of several award-winning firms, Acera Insurance brings greater value, expertise and resources to individuals, families and businesses across the country…

ChampValeur
SecteurInsurance
Taille1,001-5,000 employees
Siège socialCalgary
Type d’organisationPrivately Held
Fondée en2022
SpécialitésCommercial InsurancePersonal InsuranceRisk Managementand Group Benefits
Offres sur Jobsy31
LinkedInVoir la page
Description

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 700 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 1,300 professionals across Canada and change the way people feel about insurance.

CLIENT ADVISOR, PERSONAL INSURANCE

The Client Advisor, Personal Insurance, is dedicated to servicing the needs of our personal insurance clientele. In addition, they will successfully manage and grow a specific book of business. Other duties include: reviewing existing policy renewals, generating new business, file reviews, cross-selling our products and services, facilitating policy changes, claims reporting and advocacy.

LOCATION AND STATUS

  • Edmonton, AB
  • Full-time, permanent

QUALIFICATIONS

  • 3+ years of related experience in the insurance industry with a strong working knowledge of personal insurance products
  • Minimum Level 1 Alberta General Insurance License, with the willingness to obtain Level 2 within the first 3 months of employment
  • CIP designation or working towards this is considered an asset
  • Post-secondary degree/diploma/certificate in Business, Sales/Marketing, Risk Management or related discipline or an equivalent amount of relevant experience in a similar role considered an asset

VALUES & COMPETENCIES

  • A high degree of professionalism and integrity
  • Superior verbal and written communication skills
  • Committed to excellence in customer service and builds a strong relationship 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 to meet tight deadlines
  • Flexible and adaptable with proven problem-solving skills
  • Works well within a team and independently
  • Critical thinker with attention to detail

Acera Insurance is the largest independent, employee-controlled brokerage in Canada. We are proudly 100% Canadian owned and operated. With over 70 locations across British Columbia, Alberta, Saskatchewan, Ontario, Nova Scotia, and the Yukon, $1.4 billion in gross written premium, and $1.3 billion group retirement savings assets under management, 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 Insurance is an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply.

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