Associate, Commercial Insurance

Waypoint; Kelowna; Hybrid; CAD 45,000 - 55,000; Full time

Job summary

Navacord in Kelowna is seeking an Associate to support Commercial Insurance teams by processing documents, invoicing premiums, and producing certificates of insurance and schedules. The role handles issuance of certificates, pre-renewal and renewal activities, and supports new business submissions, proposals, and administrative processes.

This hybrid position is based at the Acera Kelowna-Hardy office. Candidates should be comfortable working independently or as part of a team and be proficient

Qualifications

• Experience with insurance document management software (EPIC) and PolicyWorks.
• Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint).
• Working toward BC Broker License (Level 2).

Responsibilities

• Process documents and invoice premiums.
• Prepare cover letters and issue certificates of insurance.
• Prepare schedules and certificates for clients.
• Handle pre-renewal, renewal, and new business submissions.
• Maintain activity lists (Endos, polos, account discrepancies, SOVs).
• Support commercial and administrative processes and best practices.

Skills

Teamwork

Adaptability

Tech literacy

Self-directed learning

Communication

Education

BC Broker License (Level 1 preferred, pursuing Level 2)

Tools

EPIC

PolicyWorks

Microsoft Office

Job description

This role is responsible for providing support to the Commercial Insurance teams by processing documents, invoicing premiums, preparing cover letters, producing certificates of insurance and schedules. The Associate 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), and supports Commercial and administrative processes, procedures and best practices.

While the probationary period is fully in-office, this is a hybrid role based out of the Acera Kelowna-Hardy office location.

Competencies & Qualifications:

• 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
• 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

Navacord is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.

The salary range for this role is $45,000 to $55,000 per year. Compensation is determined by a combination of factors including a candidate’s experience, job-specific knowledge, and skills. Internal equity to ensure fairness across the organization and region/location is also considered.