Associate, Commercial Insurance

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

Job summary

Acera Insurance Services Ltd. in Kelowna is seeking a Commercial Insurance Support professional to process certificates, invoicing, and PPEs.

The role focuses on issuing certificates, renewals, and new business submissions while maintaining activity lists and addressing discrepancies. The ideal candidate will have insurance licensing progress (Level 1, working toward Level 2 BC Broker License), experience with EPIC/PolicyWorks, and strong MS Office skills to support the team and client service

Qualifications

• Experience with commercial insurance processing and certificates.
• Maintaining activity lists and resolving account discrepancies.
• Ability to adapt to tight deadlines and shifting priorities.

Responsibilities

• Process documents and invoicing premiums.
• Prepare cover letters, certificates of insurance and schedules.
• Support processes and best practices within the team.

Skills

Level 1 license

BC Broker License

Teamwork

Adaptability

Problem solving

Microsoft Office proficiency

Tools

EPIC

PolicyWorks

Outlook

Job description

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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

Location: Kelowna – Hardy location

Pay Range : 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 Insurance teams by processing documents, invoicing premiums, preparing cover letters, producing certificates of insurance and schedules

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

• 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

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

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.