Associate, Signature Insurance

Waypoint; Kelowna; On-site; CAD 50,000 - 55,000; Full time

Job summary

Navacord's Associate, Signature Insurance role supports the Signature Insurance team at Acera. The position focuses on administrative workflow, reviewing policy information for errors, and communicating needed re-writes to underwriters, with an emphasis on accuracy and timely delivery.

This in-office role is based at the Acera-Vernon or Acera-Kelowna offices. Salary ranges from $50,000 to $55,000 per year and is determined by experience and knowledge; professional licenses and CIP are assets for

Qualifications

• 2+ years in the insurance industry with personal lines knowledge.
• Experience servicing Elite markets (Chubb Insurance, Aviva Ovation and Intact Prestige) preferred.
• BC Level 1 General Insurance License with the desire to obtain Level 2.
• CIP designation is an asset.

Responsibilities

• Manage administrative workflow and review policy information for errors.
• Investigate accounting anomalies and perform account reconciliations.
• Advise brokers on errors and request re-writes from underwriters.
• Monitor document delays and process changes on broker portals.
• Review renewals and identify missing coverages.

Skills

Attention to detail

Professionalism

Customer service

Organizational skills

Microsoft Office

Insurance knowledge

Problem-solving

Teamwork

Self-starter

Education

BC Level 1 General Insurance License

CIP designation

Tools

Microsoft Office Suite

Insurance CRM software

Job description

The Associate, Signature Insurance is dedicated to supporting the Signature Insurance team at Acera. Your strong organizational skills along with a high attention to detail are the keys to success in this role. This role is responsible for managing and controlling administrative workflow, investigating accounting anomalies including statement differences and account reconciliations, binders, spreadsheet and letter creation, verifying and reviewing policy information and documentation for errors, advising brokers of errors and requesting re-writes from underwriters, monitoring delays in documents to clients (internal or external), processing changes on broker portals, reviewing renewals and identifying missing coverages.

This is an in-office role at the Acera-Vernon or Acera-Kelowna office.

• Critical thinker with high attention to details


• High degree of professionalism and integrity


• Committed to excellence in customer service and builds strong relationships at all levels


• Self-starter with strong organizational skills


• Skilled user of the Microsoft Office Suite of products, familiar with insurance customer relationship software


• Demonstrated accountability and reliability in the quality and timeliness of work


• Able to prioritize in a busy environment in order to meet tight deadlines


• Flexible and adaptable with proven problem-solving skills


• Works well within a team and independently

Requirements

• 2+ years of related and progressive experience in the insurance industry with a strong working knowledge of personal insurance products


• Experience servicing and reviewing Elite markets (Chubb Insurance, Aviva Ovation and Intact Prestige) would be considered an asset


• BC Level 1 General Insurance License with the desire to obtain Level 2


• CIP designation is an asset

Navacord is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.

The salary range for this role is $50,000 to $55,000 per year. Compensation is determined by a combination of factors including a candidate's experience, job-specific knowledge, and skills. Internal equity to ensure fairness across the organization and region/location is also considered.