Service Associate, Personal Insurance

Acera Insurance Services Ltd. • Edmonton, AB

6d • Hybrid

About The Position

The Service Associate, Personal Insurance is an important part of the Personal Insurance team. Working closely with a team of Client Advisors, the Service Associate reviews and screens new insurance applications, ensures accurate entry of information into insurance portals, processes renewals, policy changes, cancellations and reinstatement, records and communicates changes, bills accounts, and maintains strong working relationships with brokers. This role does not require prior insurance experience, but strong excel and word skills, high attention to detail and an ability to manage/prioritize tasks 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.

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
• Confident user of the Microsoft Office Suite of products
• Familiar with office technology such as scanners and copiers
• High degree of professionalism and integrity
• Self-starter with strong organizational ability
• Critical thinker with strong attention to details
• Flexible and adaptable with proven problem-solving skills
• Works well within a team and independently

Nice To Haves

• Prior insurance experience
• Experience in an office environment
• Experience with insurance document management software

Responsibilities

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

Benefits

• Opportunity to become an owner
• Comprehensive group benefits

What This Job Offers

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