Client Advisor for Personal Insurance Services

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

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