Full-Time Client Advisor in Insurance
A
Acera Insurance Services Ltd.
📍 red deer, ab, Canada
Job Description
Enhance customer service in the insurance field as a Client Advisor with Acera Insurance. This full-time role focuses on small commercial insurance, offering diverse responsibilities in client management.
In this position, you will be crucial in providing timely and reliable service to clients, including managing renewals, documenting claims, and producing necessary policy certificates. Your experience in small commercial insurance and effective communication skills will be vital as you work both independently and as part of a team.
Key Responsibilities:
• Manage assigned insurance policy renewals effectively
• Conduct detailed coverage reviews for clients
• Liaise with clients and underwriters for clarity
• Produce pink cards and insurance certificates
• Maintain documentation for claims and policies
Requirements:
• 2+ years of relevant experience in the insurance sector
• Alberta Level 1 License with aspirations for Level 2
• CIP designation or progre...
In this position, you will be crucial in providing timely and reliable service to clients, including managing renewals, documenting claims, and producing necessary policy certificates. Your experience in small commercial insurance and effective communication skills will be vital as you work both independently and as part of a team.
Key Responsibilities:
• Manage assigned insurance policy renewals effectively
• Conduct detailed coverage reviews for clients
• Liaise with clients and underwriters for clarity
• Produce pink cards and insurance certificates
• Maintain documentation for claims and policies
Requirements:
• 2+ years of relevant experience in the insurance sector
• Alberta Level 1 License with aspirations for Level 2
• CIP designation or progre...