Join Acera Insurance as a full-time Client Executive, specializing in Signature Insurance in Edmonton, AB. This role emphasizes exceptional client service and portfolio management for high net-worth individuals.
As the Client Executive, you will harness your technical skills and industry knowledge to serve existing clients and cultivate new business relationships. Your ability to communicate well in person and through digital channels will be crucial in achieving success while supported by a reputable company.
Key Responsibilities:
• Manage relationships with high net-worth clients
• Provide top-tier customer service across different platforms
• Write and develop new business opportunities
• Engage in cross-sell and up-sell strategies
• Facilitate daily client service needs effectively
Requirements:
• Level 2 Insurance License is preferred
• 3–5 years of Personal Insurance experience necessary
• Relevant business courses or designations an asset
• Pr...