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Customer Service Client Advisor Jobs in Calgary, AB

Tiffany

Client Advisor, Full-Time, Chinook

Calgary, AB · On-site

Together, we carry on a legacy that transcends time, inspiring others with our remarkable blend of innovation and service excellence. As a Tiffany Client Advisor you will: * Hold the critical ...

Td

PIA Client Service Associate

Calgary, AB · On-site

CA$43K - CA$56K/yr

Create reports for analysis of client accounts; communicate with customers to provide mentorship on ... Please be advised that this job opportunity is subject to provincial regulation for employment ...

Boots

Customer Advisor

Calgary, AB · On-site

Joining us as a Customer Advisor is a great opportunity, whether it's your first job and you're ... You will be provided with award winning training accredited by the Institute of Customer Service ...

Boots

Customer Advisor

Calgary, AB · On-site

Joining us as a Customer Advisor is a great opportunity, whether it's your first job and you're ... You will be provided with award winning training accredited by the Institute of Customer Service ...

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All JobsCustomer Service Client Advisor JobsCustomer Service Client Advisor Jobs in Calgary, AB

Client Advisor, Commercial Insurance

Calgary, AB

Acera Insurance
See more jobs at Acera Insuranceexternal

Full-time

Re-posted 28 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. 

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