Client Executive, Signature Insurance at Acera Insurance Services Ltd
Vernon, BC, Canada -
Full Time


Start Date

Immediate

Expiry Date

07 Oct, 25

Salary

70000.0

Posted On

08 Jul, 25

Experience

3 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Customer Service Skills, Computer Skills, Business Acumen

Industry

Insurance

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 EXECUTIVE, SIGNATURE INSURANCE

Acera is looking for an ambitious, engaging Client Executive, Signature Insurance to manage a successful portfolio of high net-worth clients. As a Client Executive, Signature Insurance, you will provide excellent customer service as well as be able to relay your technical expertise to both existing and new clients in person, through email, and over the phone. To help you succeed in the role, you will be backed by our strong, well-established company brand that has a strong connection to the community. This role is responsible for: providing excellent customer service to an existing book of business, writing new business, participating in up-sell and cross-sell initiatives, day to day client servicing, and all other duties as directed by management.

QUALIFICATIONS:

  • Level 2 Insurance License preferred;
  • 3-5 Years previous Personal Insurance experience is required;
  • Working towards CAIB or CIP designation considered an asset;
  • Competitive by nature and career driven;
  • A strong business acumen; post-secondary business courses considered an asset;
  • Has demonstrated excellent customer service skills in previous positions;
  • In-depth knowledge of personal insurance products;
  • Excellent technical and computer skills.
Responsibilities

Please refer the Job description for details

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