Client Advisor for Personal Insurance
Location
victoria, bc
Job Type
Full-time
Category
Other-General
Posted
June 12, 2026
Elevate your career at Acera as a Client Advisor in Personal Insurance. This role focuses on delivering exceptional client service while leveraging your insurance expertise in Victoria or Nanaimo, BC.
As a Client Advisor, you'll be the key point of contact for an established portfolio, providing personalized solutions and support. With 3-5 years of personal insurance experience, you will help nurture and grow client relationships through effective communication and technical knowledge. Participate in business growth initiatives by engaging in up-selling and cross-selling strategies to enhance service delivery.
Key Responsibilities: • Deliver high-quality customer service to clients • Develop and write new insurance business proposals • Engage in up-selling and cross-selling initiatives • Manage day-to-day client servicing effectively • Perform additional duties as assigned by management
Requirements: • 3-5 years of personal insurance experience • Level 2 Insu...
As a Client Advisor, you'll be the key point of contact for an established portfolio, providing personalized solutions and support. With 3-5 years of personal insurance experience, you will help nurture and grow client relationships through effective communication and technical knowledge. Participate in business growth initiatives by engaging in up-selling and cross-selling strategies to enhance service delivery.
Key Responsibilities: • Deliver high-quality customer service to clients • Develop and write new insurance business proposals • Engage in up-selling and cross-selling initiatives • Manage day-to-day client servicing effectively • Perform additional duties as assigned by management
Requirements: • 3-5 years of personal insurance experience • Level 2 Insu...