Client Advisor Role in Personal Insurance, Full-Time Position
Acera Insurance Services Ltd. • penticton, Canada
Role Description
Deliver expert personal insurance advice as a Client Advisor. Elevate client experiences through tailored insurance solutions while collaborating with an established team and reliable insurance providers.
In this full-time position, you'll act as a crucial liaison between clients and insurance companies. With your Level 1 BC General Insurance License and background in insurance, you'll focus on executing renewals, processing claims, and enhancing client relations. Your adaptability and organizational skills will foster both client satisfaction and operational efficiency.
Key Responsibilities: • Process changes, renewals, and endorsements effectively • Assist new walk-in and phone inquiries professionally • Recommend suitable insurance products and coverage • Collect payments and manage financial transactions • Conduct reviews of existing client policies
Requirements: • Level 1 BC General Insurance License is crucial • Previous experience in the insurance fiel...
In this full-time position, you'll act as a crucial liaison between clients and insurance companies. With your Level 1 BC General Insurance License and background in insurance, you'll focus on executing renewals, processing claims, and enhancing client relations. Your adaptability and organizational skills will foster both client satisfaction and operational efficiency.
Key Responsibilities: • Process changes, renewals, and endorsements effectively • Assist new walk-in and phone inquiries professionally • Recommend suitable insurance products and coverage • Collect payments and manage financial transactions • Conduct reviews of existing client policies
Requirements: • Level 1 BC General Insurance License is crucial • Previous experience in the insurance fiel...