Associate, Commercial Insurance

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

Job summary

Acera Insurance is seeking an Associate, Commercial Insurance to support the Commercial Client Advisor and Client Executive by processing documents, invoicing premiums, and preparing certificates of insurance.

You will produce schedules, assist with claims reporting, collect receivables, and maintain file documentation while delivering accurate service in a fast-paced environment.

Qualifications

• Proven ability to work in a team and meet deadlines.
• Strong written and verbal communication skills.
• Willingness to learn and adapt in a client-focused insurance environment.

Responsibilities

• Process documents and invoices for commercial clients.
• Prepare certificates of insurance, schedules, and proposals.
• Maintain file documentation and client communication across channels.

Skills

Team collaboration

Adaptable

Problem solving

Self-guided learner

Microsoft Office

Education

Level 2 BC Broker License (in progress)

Tools

EPIC

Microsoft Office Suite

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 700 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 1,300 professionals across Canada and change the way people feel about insurance.

Associate, Commercial Insurance

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.

Job Status

Status: Full-Time, permanent

Compensation: Acera’s total compensation offerings are based on pay for performance that recognizes exceptional individual and team 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 insurance experience, knowledge, skills, and internal equity.

Essential Job Functions

• 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 client’s 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.

Qualifications and Soft Skills

• 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).
• Skilled user of Microsoft office - Outlook, Word, Excel and PowerPoint.

Acera Insurance is the largest independent, employee-controlled brokerage in Canada. We are proudly 100% Canadian owned and operated. With over 70 locations across British Columbia, Alberta, Saskatchewan, Ontario, Nova Scotia, and the Yukon, $1.4 billion in gross written premium, and $1.3 billion group retirement savings assets under management, 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.