Step into the role of Client Advisor at Acera Insurance, focusing on personal insurance and client relations across Alberta's Calgary, Red Deer, and Fort McMurray regions. Build relationships through expert guidance and support.
In this full-time, permanent position, you will be an integral part of the Client Assist Team, responsible for contacting clients to discuss their policies and explore cross-selling opportunities. Your role will include generating new business, making policy changes, and advocating for clients during claims reporting. Your success hinges on your ability to provide excellent customer service and establish trust.
Key Responsibilities:
• Contact and review client policies for updates
• Cross-sell and upsell relevant insurance products
• Facilitate claim reporting and client advocacy
• Generate new business from existing relationships
• Ensure timely management of policy changes
Requirements:
• At least 2 years of related insurance experi...