Job Description
Elevate customer experiences as a Client Advisor focused on Personal Insurance with Acera Insurance in Red Deer, AB. Engage clients through policy reviews and expert consultancy.
This full-time, permanent role in the Client Assist Team demands a proactive approach to managing client insurance needs. The ideal candidate will possess a minimum of 2 years of related experience and a Level 1 Alberta General Insurance License. Responsibilities include upselling, cross-selling insurance products, and facilitating policy changes for clients.
Key Responsibilities:
• Conduct thorough policy reviews with existing clients
• Upsell and cross-sell insurance products and services
• Facilitate policy changes based on client feedback
• Assist clients in reporting claims and advocating for their needs
• Build strong relationships to generate new business opportunities
Requirements:
• 2+ years of experience within the insurance f...
This full-time, permanent role in the Client Assist Team demands a proactive approach to managing client insurance needs. The ideal candidate will possess a minimum of 2 years of related experience and a Level 1 Alberta General Insurance License. Responsibilities include upselling, cross-selling insurance products, and facilitating policy changes for clients.
Key Responsibilities:
• Conduct thorough policy reviews with existing clients
• Upsell and cross-sell insurance products and services
• Facilitate policy changes based on client feedback
• Assist clients in reporting claims and advocating for their needs
• Build strong relationships to generate new business opportunities
Requirements:
• 2+ years of experience within the insurance f...
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