Associate, Personal Insurance

Acera Insurance Services Ltd.; Surrey; Hybrid; CAD 45,000 - 60,000; Full time

Job summary

Acera Insurance is seeking an Associate, Personal Insurance to support Client Advisors by processing transactions in the broker management system. You will help with renewal checking, renewal marketing, and new business quoting while ensuring accuracy and up-to-date information.

The role requires 1+ years in insurance and a Level 1 license or progress toward it. Strong organizational skills, teamwork, and the ability to handle multiple tasks are essential in a fast-paced environment.

Qualifications

• 1+ years of related and progressive experience in the insurance industry with a strong working knowledge of personal insurance.
• Knowledge of personal insurance considered an asset.
• Level 1 insurance license, or working towards.

Responsibilities

• Provide administrative support for Client Advisors by processing transactions in the broker management system.
• Assist in renewal checking, renewal marketing, and new business quoting.
• Review the accuracy of transactions performed by Client Advisors and ensure data in the broker management system is complete and up-to-date.
• May work as part of a team on short- and long-term projects requiring quick task-switching.

Skills

Personal insurance knowledge

Education

Level 1 insurance license

Tools

Applied Epic

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 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, PERSONAL INSURANCE

The successful candidate will provide administrative support for our Client Advisors by processing various transactions within the broker management system that covers home, auto insurance policies. With a detail-oriented approach, the Associate, Personal Insurance will assist in renewal checking, renewal marketing, new business quoting, review the accuracy of the transactions done by Client Advisors, and ensure the information within the broker management system is complete, consistent, and up-to-date. The individual holding this position may also be required to work as part of a team on a variety of short- and long-term projects, where the ability to quickly switch between tasks is required. The successful candidate will use critical thinking, problem- solving and analytical skills daily, maintain a high level of personal and group organization, and work effectively with minimal supervision. A thoughtful and educated approach will be taken by the Associate, Personal Insurance when processing transactions and completing project work, and they will be expected to keep up with industry changes, as well as insurer product offerings and underwriting requirements.

LOCATON & STATUS

Location: Surrey, BC

Status: Permanent, full-time

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 - $60,000 CAD annually; the pay offering is based on location and will vary depending on related education, insurance experience, proven knowledge, skills, and internal equity.

QUALIFICATIONS

• 1+ years of related and progressive experience in the insurance industry with a strong working knowledge of personal insurance products;
• Knowledge of personal insurance considered an asset;
• Level 1 insurance license, or working towards;

VALUES & COMPETENCIES

• Proficient in Microsoft Office and able to quickly learn new computer programs (knowledge of Applied Epic considered an asset);
• A willingness to contribute to the continuing development of the department’s processes and procedures;
• Actively considers the impact of their work on both the department and the company as a whole;
• Demonstrates strong initiative, self-management and a desire to learn and grow;
• Excellent time management skills and responsiveness;
• Strong organizational skills and the ability to multitask;
• High degree of professionalism and integrity;
• Exceptional interpersonal skills;
• Works well within a team and independently;
• Excellent written and verbal communication skills;
• Flexible and adaptable;
• Exceptional attention to detail;
• Critical thinker with creative problem-solving skills;
• Highly efficient;
• Reliable;

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.