CLIENT ADVISOR, COMMERCIAL INSURANCE Your knowledge and experience in Commercial Insurance combined ... Experience with insurance document management software is an asset * Demonstrated accountability ...
CLIENT ADVISOR, COMMERCIAL INSURANCE Your knowledge and experience in Commercial Insurance combined ... Experience with insurance document management software is an asset * Demonstrated accountability ...
Build and manage strong relationships with aligned advisors. * Drive overall profitability ... Act as the first point of escalation for client issues and concerns raised by Account Managers.
Build and manage strong relationships with aligned advisors. * Drive overall profitability ... Act as the first point of escalation for client issues and concerns raised by Account Managers.
Account Manager
Edmonton, AB · On-site
CA$92K - CA$121K/yr
In your role as Account Manager, you will build and grow client relationships by acting as a ... Own client relationships and act as a trusted advisor and primary point of contact * Growing ...
Account Manager
Edmonton, AB · On-site
CA$92K - CA$121K/yr
In your role as Account Manager, you will build and grow client relationships by acting as a ... Own client relationships and act as a trusted advisor and primary point of contact * Growing ...
Account Manager
CA$92K - CA$121K/yr
In your role as Account Manager, you will build and grow client relationships by acting as a ... Own client relationships and act as a trusted advisor and primary point of contact * Growing ...
Account Manager
CA$92K - CA$121K/yr
In your role as Account Manager, you will build and grow client relationships by acting as a ... Own client relationships and act as a trusted advisor and primary point of contact * Growing ...
Account Manager
Calgary, AB · On-site
A valid driver's license and a clean driving record (required for client site visits) * High ... They act as trusted advisors, anticipating needs, offering proactive solutions, and delivering high ...
Account Manager
Calgary, AB · On-site
A valid driver's license and a clean driving record (required for client site visits) * High ... They act as trusted advisors, anticipating needs, offering proactive solutions, and delivering high ...
Account Manager
Calgary, AB · On-site
A valid driver's license and a clean driving record (required for client site visits) * High ... They act as trusted advisors, anticipating needs, offering proactive solutions, and delivering high ...
Quick apply
Account Manager
Calgary, AB · On-site
A valid driver's license and a clean driving record (required for client site visits) * High ... They act as trusted advisors, anticipating needs, offering proactive solutions, and delivering high ...
CLIENT ADVISOR, PERSONAL INSURANCE The Client Advisor, Personal Insurance is dedicated to servicing ... In addition, they will successfully manage and grow a specific book of business. Other duties ...
CLIENT ADVISOR, PERSONAL INSURANCE The Client Advisor, Personal Insurance is dedicated to servicing ... In addition, they will successfully manage and grow a specific book of business. Other duties ...
CLIENT ADVISOR, PERSONAL INSURANCE The Client Advisor, Personal Insurance, is dedicated to ... In addition, they will successfully manage and grow a specific book of business. Other duties ...
CLIENT ADVISOR, PERSONAL INSURANCE The Client Advisor, Personal Insurance, is dedicated to ... In addition, they will successfully manage and grow a specific book of business. Other duties ...
The Private Client Account Manager has an impact on overall brokerage success by assisting in the achievement of client retention goals, effectively and consistently providing exceptional client ...
The Private Client Account Manager has an impact on overall brokerage success by assisting in the achievement of client retention goals, effectively and consistently providing exceptional client ...
The Private Client Account Manager has an impact on overall brokerage success by assisting in the achievement of client retention goals, effectively and consistently providing exceptional client ...
The Private Client Account Manager has an impact on overall brokerage success by assisting in the achievement of client retention goals, effectively and consistently providing exceptional client ...
The Private Client Account Manager has an impact on overall brokerage success by assisting in the achievement of client retention goals, effectively and consistently providing exceptional client ...
The Private Client Account Manager has an impact on overall brokerage success by assisting in the achievement of client retention goals, effectively and consistently providing exceptional client ...
The Private Client Account Manager has an impact on overall brokerage success by assisting in the achievement of client retention goals, effectively and consistently providing exceptional client ...
The Private Client Account Manager has an impact on overall brokerage success by assisting in the achievement of client retention goals, effectively and consistently providing exceptional client ...
Account Management ofAffinity Partnerships * Reporting (Quarterly and ad hoc) * Marketing ... with aligned advisors * Participate in client and prospect presentations including finalist ...
Account Management ofAffinity Partnerships * Reporting (Quarterly and ad hoc) * Marketing ... with aligned advisors * Participate in client and prospect presentations including finalist ...
Conduct regular account reviews and client touchpoints to assess satisfaction, strengthen ... Manage account renewals, contract amendments, and service changes while ensuring compliance with ...
Conduct regular account reviews and client touchpoints to assess satisfaction, strengthen ... Manage account renewals, contract amendments, and service changes while ensuring compliance with ...
Conduct regular account reviews and client touchpoints to assess satisfaction, strengthen ... Manage account renewals, contract amendments, and service changes while ensuring compliance with ...
Conduct regular account reviews and client touchpoints to assess satisfaction, strengthen ... Manage account renewals, contract amendments, and service changes while ensuring compliance with ...
Account Manager
Calgary, AB · Hybrid
CA$55 - CA$60K/hr
Account Manager - Calgary (Hybrid) Hub Financial, a division of HUB International, is one of Canada ... At Hub Financial we empower independent advisors to grow their practices, enhance their client ...
Account Manager
Calgary, AB · Hybrid
CA$55 - CA$60K/hr
Account Manager - Calgary (Hybrid) Hub Financial, a division of HUB International, is one of Canada ... At Hub Financial we empower independent advisors to grow their practices, enhance their client ...
Account Manager
Fort Mcmurray, AB · On-site
Our team is collaborative, innovative, and dedicated to client success. Job Summary Reporting directly to the Manager, Agency Services, the Account Manager is responsible for the coordination and ...
Quick apply
Account Manager
Fort Mcmurray, AB · On-site
Our team is collaborative, innovative, and dedicated to client success. Job Summary Reporting directly to the Manager, Agency Services, the Account Manager is responsible for the coordination and ...
Account Manager
Fort Mcmurray, AB · On-site
Our team is collaborative, innovative, and dedicated to client success. Job Summary Reporting directly to the Manager, Agency Services, the Account Manager is responsible for the coordination and ...
Account Manager
Fort Mcmurray, AB · On-site
Our team is collaborative, innovative, and dedicated to client success. Job Summary Reporting directly to the Manager, Agency Services, the Account Manager is responsible for the coordination and ...
Account Manager
Edmonton, AB · On-site
Account Manager Our client is seeking an Account Manager to drive revenue growth through new business development and strategic account management. This role is responsible for identifying new ...
Quick apply
Account Manager
Edmonton, AB · On-site
Account Manager Our client is seeking an Account Manager to drive revenue growth through new business development and strategic account management. This role is responsible for identifying new ...
Account Manager
Edmonton, AB · On-site
Account Manager Our client is seeking an Account Manager to drive revenue growth through new business development and strategic account management. This role is responsible for identifying new ...
Quick apply
Account Manager
Edmonton, AB · On-site
Account Manager Our client is seeking an Account Manager to drive revenue growth through new business development and strategic account management. This role is responsible for identifying new ...
Client Advisor Account Manager information
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Client Advisor, Commercial Insurance
Calgary, AB • On-site
Acera Insurance
Full-time
Re-posted 29 days ago
Key responsibilities
Support the Commercial Team by preparing broking submissions and developing client proposals.
Manage day-to-day client communications, including issuing certificates of insurance, reviewing and processing policy documentation, and handling claims reporting.
Maintain client schedules and file documentation, and assist with premium invoicing and producing pink cards.
Job 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 ADVISOR, COMMERCIAL INSURANCE
Your knowledge and experience in Commercial Insurance combined with your attention to detail and customer service focus are the keys to success in the role of Client Advisor, Commercial Insurance. Key responsibilities of this role include providing support to the Commercial Team by preparing broking submissions, developing client proposals, conducting MSA Reviews, and managing day-to-day client communications. Other tasks you would be responsible for is the issuance of certificates of insurance, review and processing policy documentation, premium invoicing, producing pink cards, claims reporting, and maintenance of client schedules and file documentation.
LOCATION AND STATUS
- Calgary, AB
- Full-time, permanent
QUALIFICATIONS
- 5+ years of related and progressive experience in the insurance industry with a strong working knowledge of Commercial Insurance products
- Experience in an insurance brokerage
- Alberta Level 2 License
- CIP or CAIB designation, or working towards is considered an asset
VALUES & COMPETENCIES
- High degree of professionalism and integrity
- Committed to excellence in customer service and builds strong relationships with clients
- Skilled user of the Microsoft Office Suite of products
- Experience with insurance document management software is an asset
- Demonstrated accountability and reliability in the quality and timeliness of work
- Flexible and adaptable with proven problem-solving skills
- Works well within a team and independently and able to adjust to tight and changing deadlines
- Critical thinker with strong attention to details
Acera Insurance is the largest independent, employee-controlled brokerage in Canada. We are proudly 100% Canadian owned and operated. With over 70 locations across British Columbia, Alberta, Saskatchewan, Ontario, Nova Scotia, and the Yukon, $1.4 billion in gross written premium, and $1.3 billion group retirement savings assets under management, 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.