Associate, Commercial Insurance

Acera Insurance Services Ltd. • Kelowna, BC

47d • $45,000 - $55,000

About The Position

This role is responsible for providing support to the Commercial Client Advisor and Client Executive by processing documents, invoicing premium, preparing cover letters, producing certificates of insurance, schedules, claims reporting, collecting receivables and maintaining file documentation.

Requirements

• Supports a climate in which teams want to do their best
• Adaptable to working effectively as a team or independently with the ability to adjust to tight and changing priorities and deadlines.
• Ability to maximize efficiencies by leveraging technology, tools resources and information
• Self-guided learner & solves problems with real solutions
• Working towards Level 2 BC Broker License
• Working knowledge of insurance document management software (EPIC) & Policy works
• Skilled user of Microsoft office - Outlook, Word, Excel and Powerpoint

Responsibilities

• Contributes in regular meetings with team to ensure you are up to date on all pending client issues, changing needs, implementing service plans, and other issues
• Fields internal client communication via mail, email, phone and/or face to face and identifies clients insurance requirements
• Handles issuance and sending of certificates, pre-renewal, renewal, new business submissions and proposals as requested
• Helps with the maintenance of activity lists as requested (Endos, polos, account discrepancies, SOV’s, etc)
• Acera Leader in the client and insurance industry through professional writing, speaking and networking engagements
• Supports processes and procedures and past practices; participates in team meetings
• Advocates for changes and additions to service plans that increase value for clients

Benefits

• Acera’s total compensation offerings are based on pay for performance that recognizes exceptional individual and company performance.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed