Join Acera Insurance as a Client Executive managing high net-worth clients in Edmonton, AB. Deliver exceptional service, expertise, and drive business growth through upselling and cross-selling.
In this full-time, permanent role, you will oversee a portfolio, ensuring excellent customer care while writing new business. With a focus on client satisfaction, you’ll be expected to handle daily servicing matters and complete other management-directed duties with professionalism and integrity.
Key Responsibilities: • Provide outstanding service to existing clients • Write new business and drive upsell initiatives • Manage day-to-day servicing of client needs • Complete management-assigned tasks
Requirements: • Level 2 Insurance License preferred • 3-5 years personal insurance experience needed • CAIB or CIP designation considered an asset • Proven track record in customer service • Strong technical a...