Acera Insurance Client Executive Opportunity
Acera Insurance • salmon arm, columbia shuswap regional district • Posted July 04, 2026
About the Role
Explore a rewarding career as a Client Executive at Acera Insurance located in Calgary, AB. Work with a high-net-worth clientele, delivering exceptional service and fostering business growth.
In this full-time and permanent role, you will take charge of managing a valuable portfolio, ensuring excellent customer service and maintaining strong client relationships. Duties include writing new business, and engaging in strategic upsell and cross-sell opportunities, while overseeing daily client servicing duties per management's guidance.
Key Responsibilities:
• Excel in servicing an established client book
• Write new policies and enhance client experience
• Develop and implement upsell/cross-sell strategies
• Address daily client service needs effectively
• Collaborate with management on various client tasks
Requirements:
• Level 2 Insurance License is preferred
• 3-5 years of personal insurance background
In this full-time and permanent role, you will take charge of managing a valuable portfolio, ensuring excellent customer service and maintaining strong client relationships. Duties include writing new business, and engaging in strategic upsell and cross-sell opportunities, while overseeing daily client servicing duties per management's guidance.
Key Responsibilities:
• Excel in servicing an established client book
• Write new policies and enhance client experience
• Develop and implement upsell/cross-sell strategies
• Address daily client service needs effectively
• Collaborate with management on various client tasks
Requirements:
• Level 2 Insurance License is preferred
• 3-5 years of personal insurance background