Client Executive, Signature Insurance

Job Description

Client Executive, Signature Insurance

Acera is looking for an ambitious, engaging Client Executive, Signature Insurance to manage a successful portfolio of high net‑worth clients. As a Client Executive, Signature Insurance, you will provide excellent customer service as well as be able to relay your technical expertise to both existing and new clients in person, through email, and over the phone. To help you succeed in the role, you will be backed by our strong, well‑established company brand that has a strong connection to the community. This role is responsible for: providing excellent customer service to an existing book of business, writing new business, participating in up‑sell and cross‑sell initiatives, day‑to‑day client servicing, and all other duties as directed by management.

Job Details

Status: Full‑Time, Permanent

Qualifications

• Level 2 Insurance License preferred


• 3‑5 years previous Personal Insurance experience required


• Working towards CAIB or CIP designation considered an asset


• Competitive by nature and career driven


• A strong business acumen; post‑secondary business courses considered an asset


• Has demonstrated excellent customer service skills in previous positions


• In‑depth knowledge of personal insurance products


• Excellent technical and computer skills

Values & Competencies

• High degree of professionalism and integrity


• A strong business acumen


• Exceptional interpersonal skills


• Good judgement and decision‑making skills


• Works well within a team and independently


• Excellent written and verbal communication skills


• Flexible and adaptable with proven problem‑solving skills


• Demonstrates initiative, self‑management and a desire to learn and grow

Our People

• 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

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.