Associate, Commercial Insurance

Acera Insurance Services Ltd.; Kelowna; On-site; CAD 45,000 - 55,000; Full time

Benefits offered by this job

Employee ownership program

Job summary

Acera Insurance Services Ltd. in Kelowna, BC is seeking a Commercial Insurance Support role to handle documents, invoicing, certificates of insurance, schedules, and claims reporting. You will support a Commercial Client Advisor and Client Executive while maintaining client files and receivables.

The role emphasizes learning ownership, collaboration, and accuracy, with compensation based on pay-for-performance. Join a Canadian brokerage with employee ownership and nationwide presence.

Qualifications

• Supports a climate in which teams want to do their best.
• Adaptable to working effectively as a team or independently with changing priorities and deadlines.
• Maximize efficiencies by leveraging technology, tools, resources and information.
• Self-guided learner and 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 team meetings to stay aligned on client issues and service plans.
• Fields client communications via mail, email, phone or in person and identifies insurance requirements.
• Handles issuance and sending of certificates, pre-renewal, renewal, and new business submissions.
• Maintains activity lists (Endorsements, polices, account discrepancies, SOVs).
• Represents Acera as a leader in client and insurance industry through writing, speaking and networking.
• Supports processes and past practices; participates in team meetings.
• Advocates for changes to service plans to increase client value.

Skills

Team collaboration

Adaptability

Problem solving

Attention to detail

Communication skills

Time management

Education

BC Broker License (Level 2)

Tools

EPIC Insurance

PolicyWorks

Microsoft Office

Job description

We put our people first. As an employer of choice, Acera Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees.

Our people are:

• Encouraged to challenge the status quo and never stop learning in their commitment to excellence.
• Empowered with a sense of accountability and autonomy to take ownership of their work.
• Treated with respect and act with integrity by putting clients, colleagues, and community first.
• Recognized for their achievements and celebrate festivities, big and small, to make work fun.

We also proudly offer most employees the opportunity to become owners. 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.

Join our award-winning network of over 1,200 professionals across Canada and change the way people feel about insurance.

Job Status

Status: Full-time, permanent

Location: Kelowna, Hardy

Compensation: Acera’s total compensation offerings are based on pay for performance that recognizes exceptional individual and company performance. The typical hiring range for this position is from $45,000-$55,000 CAD annually; the pay offering is based on location and will vary depending on related education, insurance experience, proven knowledge, skills, and internal equity.

Job Purpose:

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.

Primary duties include, but not limited to, the following:

• 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

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
• 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

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, and $1.3 billion in gross written premium, 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.

Acera Insuranceis an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply.