Associate, Commercial Insurance

Acera Insurance Services Ltd.Kelowna, BC
CA$45,000 - CA$55,000Onsite

About The Position

Acera Insurance is seeking an Associate, Commercial Insurance to provide support to the Commercial Insurance teams by processing documents, invoicing premiums, preparing cover letters, producing certificates of insurance and schedules. Acera Insurance is the largest independent, employee-controlled brokerage in Canada, with over 60 locations across British Columbia, Alberta, Ontario, Nova Scotia, and the Yukon. They offer unbiased insurance and risk management solutions and have a collaborative work structure that combines people's strength and expertise to offer greater value, knowledge, and resources to clients nationwide. Acera Insurance is committed to all forms of diversity in the workplace and encourages all qualified individuals to apply.

Requirements

  • 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
  • Level 1 license preferred and 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

Nice To Haves

  • Supports a climate in which teams want to do their best

Responsibilities

  • 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)
  • Supports processes and procedures and best practices

Benefits

  • Comprehensive group benefits
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