Associate, Commercial Insurance

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

Job summary

A leading insurance brokerage, Acera Insurance, is seeking an Associate for its Commercial IBU team. This full-time position involves supporting client advisors, managing documentation, and contributing to service plans. The role emphasizes teamwork, communication, and insurance knowledge, with a focus on providing exceptional client support.

Qualifications

• Supports a climate in which teams want to do their best.
• Self-guided learner and able to solve problems with practical solutions.
• Ability to maximize efficiencies with technology.

Responsibilities

• Provide support to the Client Advisor and Executive by processing documents and invoicing.
• Field internal client communication and identify insurance requirements.
• Help maintain activity lists and process client documentation.

Skills

Adaptability

Client Communication

Problem Solving

Team Collaboration

Technology Utilization

Education

Working towards Level 2 BC Broker License

Tools

Microsoft Office

EPIC

Policy Works

Job description

Kelowna, British Columbia, CA West Kelowna, British Columbia, CA Penticton, British Columbia, CA Vernon, British Columbia, CA Lake Country, British Columbia, CA Kamloops, British Columbia, CA Salmon Arm, British Columbia, CA

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 : An Acera office within the Interior BC Region

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 $45,000.00 - $55,000.00 CADannually; the pay offering is based on location and will vary depending on related education, insurance and sales experience, proven knowledge, skills, and internal equity.

Job Purpose :

Acera is current recruiting for an Associate to join our Commercial IBU team. The Associate is responsible for providing support to the 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.

Create a job alert for this search