Acera Insurance is seeking a Client Advisor for Commercial Insurance in Calgary. This full-time role emphasizes responding to inbound quotes through various sales channels and building client trust.
As a Client Advisor, you'll leverage a minimum of two years in insurance sales to assess client needs effectively. You'll provide coverage recommendations and manage risk assessments to ensure new clients are transitioned smoothly to servicing brokers. Strong interpersonal skills and a commitment to sales excellence are essential for success in this position.
Key Responsibilities:
• Manage inbound Commercial Insurance inquiries and quotes
• Evaluate client requirements and provide personalized coverage
• Establish connections via digital channels and referrals
• Commit to new business acquisition and risk assessment
• Team up with servicing brokers post-risk binding
Requirements:
• At least 2 years of experience in insurance sales
• In-depth knowledge of commer...