Acera Insurance Services Ltd.
Client Advisor for Personal Insurance Team
Job Description
Step into the role of Client Advisor at Acera Insurance, focusing on Personal Insurance in the vibrant locations of Red Deer and Calgary, Alberta. Utilize your expertise in client interactions to secure vital coverage through effective policy reviews.
In this full-time position with the Client Assist Team, you will be responsible for contacting clients to discuss their insurance needs, upselling relevant products, and managing renewal processes. Your proven ability to build strong client relationships will contribute to the ongoing success of our services. Flexibility and attention to detail are crucial in navigating client requests efficiently.
Key Responsibilities:
• Reach out to clients for policy reviews and updates
• Cross-sell personal insurance products and services
• Handle claims advocacy and facilitate necessary changes
• Maintain and generate new business relationships
• Ensure clients are aware of coverage options and renewals
Requirements:
• Mini...
In this full-time position with the Client Assist Team, you will be responsible for contacting clients to discuss their insurance needs, upselling relevant products, and managing renewal processes. Your proven ability to build strong client relationships will contribute to the ongoing success of our services. Flexibility and attention to detail are crucial in navigating client requests efficiently.
Key Responsibilities:
• Reach out to clients for policy reviews and updates
• Cross-sell personal insurance products and services
• Handle claims advocacy and facilitate necessary changes
• Maintain and generate new business relationships
• Ensure clients are aware of coverage options and renewals
Requirements:
• Mini...