Client Advisor, Personal Insurance, New Business - Calgary, Canada - Acera Insurance Services Ltd

Acera Insurance Services Ltd

Verified Company

Calgary, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

We put our people first.

As an employer of choice, Acera Insurance, _formerly Rogers 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 550 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 awardwinning network of over 1,000 professionals across Canada and change the way people feel about insurance._

CLIENT ADVISOR, PERSONAL INSURANCE, NEW BUSINESS

As part of a new business sales team, you will focus on responding to inbound quote requests for Personal Insurance through a variety of sales channels, including digital, inbound calls, established affinity programs, internal referrals, and through a network of regional offices.

The _Client Advisor, Personal Insurance, New Business_ will help to develop relationships with potential clients by assessing their insurance needs, providing coverage recommendations from top insurers, and completing risk assessments.

To ensure the focus remains on new business, once the risk is bound and issued, the new client will be assigned to a servicing broker for future handling.

LOCATION AND STATUS

Calgary, AB
Fulltime, permanent

QUALIFICATIONS

Alberta Level 1 License is required and working toward Level 2 is considered an asset
Minimum 3 years of progressive experience in the insurance industry (brokerage sales experience preferred)
Strong working knowledge of personal insurance
CIP designation, or working towards is considered an asset
Salesfocused and committed to excellence in customer service
Strong interpersonal skills
Skilled user of Microsoft Office, fast and accurate typing skills
Knowledge of EPIC or a customer relationship software is considered an asset

VALUES & COMPETENCIES

High degree of professionalism and integrity
Critical thinker with strong sense of urgency and the ability to prioritize and multitask
Commitment to sales excellence with an ability to build strong client relationships
Accountability and reliability in the quality and responsiveness of work
Familiarity and comfort with online tools and technology
Flexible and adaptable with proven resilience when faced with new and unique situations
Teamplayer with the ability to work independently, collaborate, interact and build effective relationships
Acera Insurance is one of the largest independent, employeecontrolled brokerages in Canada. With over 60 locations across Alberta, British Columbia, Ontario, and the Yukon, and $1 billion in gross written premium, our team provides individuals, families and businesses unbiased insurance and risk management solutions that have a distinct Canadian perspective. Our collaborative work structure combines our people's strength and expertise to offer greater value, knowledge, and resources to our personal and commercial clients nationwide, including comprehensive group benefits._
Acera Insurance is an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply._