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Client Advisor for Personal Insurance Services

Company

Acera Insurance Services Ltd.

Location

edmonton, ab

Posted

June 08, 2026

Position Overview

Join as a Client Advisor focusing on personal insurance needs. Manage your own book of business while ensuring policy compliance, facilitating claims, and optimizing service delivery.

This full-time role emphasizes professionalism and client commitment. You will manage policy renewals, enhance client acquisition, and utilize relationship-building skills to serve your personal insurance clientele effectively. Strong accountability and communication are vital in addressing all client inquiries and needs.

Key Responsibilities: β€’ Manage a book of personal insurance clientele β€’ Review policy renewals and ensure compliance β€’ Generate new business through effective cross-selling β€’ Advocate for clients during claims processes β€’ Facilitate changes to policies based on client requests

Requirements: β€’ 3+ years of experience in the insurance sector β€’ Possess Level 1 Alberta General Insurance License β€’ Pursuing CIP designation is valued β€’ Educational background in Busines...

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