Posted 16 days ago
Client Advisor, Personal Insurance, Client Assist Team
@ Acera Insurance Services Ltd.
Fort McMurray, Alberta
Overview
Acera Insurance Services Ltd. is hiring a full-time permanent Client Advisor for its Client Assist Team in Fort McMurray, AB. The role contacts clients to review policies, cross-sell and upsell products, obtain renewal dates, and facilitate policy changes and claims reporting. The posting requires 2+ years of personal lines insurance experience and a minimum Level 1 Alberta General Insurance License.
Responsibilities:
- Contact clients to review policies and renew coverage
- Cross-sell and upsell products and services
- Generate new business
- Facilitate policy changes
- Report claims and advocate for clients
Requirements summary:
- 2+ years of insurance experience with personal lines products
- Minimum Level 1 Alberta General Insurance License
- Post-secondary education in sales, marketing, business or risk management is an asset
- CIP designation, or working towards it, is an asset
- Proficiency in Microsoft Office and insurance CRM software
Tools & skills
Source and dates
Employer career site / ATS feed · successfactors
- Employer posting date
- 2026-10-22
- First seen by our source
- 2026-10-09
- Source record updated
- 2026-10-24
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Customer service |
| Experience | 2+ years |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | Level 1 Alberta General Insurance License, CIP |
| Education | College diploma (preferred) |
| Fields of study | Sales, Marketing, Business, Risk Management |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Acera Insurance Services Ltd.
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Full company description
As the largest independent, employee-controlled brokerage in Canada, Acera Insurance provides our clients with the utmost certainty in the specialized personal insurance, commercial insurance and group benefits solutions we provide. Built upon the solid foundation of several award-winning firms, Acera Insurance brings greater value, expertise and resources to individuals, families and businesses across the country. We have been serving Canadians more than 60 years, with teams and offices located from coast to coast. We are proudly owned by half of our employees, who are empowered to make local decisions and are dedicated to supporting clients in their long-term success. As a member of the Canadian Broker Network and Benefits Alliance, we have a longstanding history of upholding the independent brokerage model across Canada.
- LinkedIn followers
- 7,123
- People associated on LinkedIn
- 775
- Reported office locations
- Calgary, CA
- Business categories
- Risk Management
- Insurance
- Commercial Insurance
- Other recorded names
- Acera Insurance Services Ltd.
- Specialties
- Commercial Insurance
- Personal Insurance
- Risk Management
- and Group Benefits
- Profile identifies a recruitment agency
- No
- Reported total investment
- 75,475,401
Currency and observation date were not supplied; this is not a current valuation or a funding round.
As the largest independent, employee-controlled brokerage in Canada, Acera Insurance provides our clients with the utmost certainty in the specialized personal insurance, commercial insurance and group benefits solutions we provide. Built upon the solid foundation of several award-winning firms, Acera Insurance brings greater value, expertise and resources to individuals, families and businesses across the country…
| Field | Value |
|---|---|
| Industry | Insurance |
| Company size | 1,001-5,000 employees |
| Headquarters | Calgary |
| Organization type | Privately Held |
| Year founded | 2022 |
| Specialties | Commercial InsurancePersonal InsuranceRisk Managementand Group Benefits |
| Open jobs on Jobsy | 31 |
| View page |
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 650 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 1,200 professionals across Canada and change the way people feel about insurance.
CLIENT ADVISOR, PERSONAL INSURANCE, CLIENT ASSIST TEAM
As part of the Client Assist Team, you will be focused on contacting clients to review their policies, cross selling, and obtaining renewal dates in order to round out their policies. The successful candidate will enjoy building relationships and offering their expertise on products to help clients have the coverage they need. Other duties include upselling of our products and services, generating new business, facilitating policy changes, claims reporting and advocacy.
LOCATION AND STATUS
Location: Fort McMurray, AB
Status: Full-time, permanent
QUALIFICATIONS
- 2+ years of related experience in insurance industry with working knowledge of personal lines products and cross-selling.
- Minimum Level 1 Alberta General Insurance License
- Post-secondary degree/diploma/certificate in Sales, Marketing, Business, Risk Management or related discipline or an equivalent amount of relevant experience in a similar role is an asset
- CIP designation, or working towards is considered an asset
VALUES & COMPETENCIES
- High degree of professionalism and integrity
- Superior communication skills
- Committed to excellence in customer service and builds strong relationships at all levels
- Skilled user of the Microsoft Office Suite of products
- Familiar with insurance customer relationship software
- Demonstrated accountability and reliability in the quality and timeliness of work
- Able to prioritize in a busy environment in order to meet tight deadlines
- Flexible and adaptable with proven problem-solving skills
- Works well within a team and independently
- Critical thinker with attention to details
Acera Insurance is the largest independent, employee-controlled brokerages in Canada. With over 60 locations across British Columbia, Alberta, Ontario, Nova Scotia, and the Yukon, and $1.3 billion in gross written premium, 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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