Service Associate, Commercial Insurance

Acera Insurance Services Ltd.Richmond Hill, ON
CA$40,000 - CA$45,000Onsite

About The Position

The Service Associate, Commercial Insurance is an important part of the Commercial Insurance team. Working closely with a team of Client Advisors, the Service Associate reviews and screens new insurance applications, ensure accurate entry of information into insurance portals, process renewals, policy changes, cancellations and reinstatement, record and communicate changes, bill accounts, and maintain strong working relationships with brokers. This role does not require prior insurance experience but rather strong excel and word skills as well as high attention to detail and an ability to manage/prioritize tasks in order to balance a busy workload. The keys to success in this role include having strong computer skills, the ability to work collaboratively as part of a team, and the commitment to staying organized in a busy environment with changing priorities. 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.

Requirements

  • Strong Excel and Word skills
  • High attention to detail
  • Ability to manage/prioritize tasks to balance a busy workload
  • Strong computer skills
  • Ability to work collaboratively as part of a team
  • Commitment to staying organized in a busy environment with changing priorities
  • Superior verbal and written communication skills
  • Skilled user of the Microsoft Office Suite of products
  • Demonstrated accountability and reliability in the quality and timeliness of work
  • Able to prioritize in a busy environment to meet tight deadlines
  • Flexible and adaptable with proven problem-solving skills
  • Works well within a team and independently
  • Critical thinker with attention to detail

Nice To Haves

  • Insurance experience
  • Experience in an office environment
  • Experience with insurance document management software
  • RIBO license, or working towards
  • CIP or CAIB designation, or working towards
  • Familiar with insurance customer relationship software

Responsibilities

  • Reviews and screens new insurance applications
  • Ensures accurate entry of information into insurance portals
  • Processes renewals, policy changes, cancellations, and reinstatements
  • Records and communicates changes
  • Bills accounts
  • Maintains strong working relationships with brokers

Benefits

  • Opportunity to become an owner
  • Comprehensive group benefits
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