Associate, Signature Insurance

Acera Insurance Services Ltd.; Kelowna; Hybride; CAD 50 000 - 55 000; Plein temps

Résumé du poste

Acera Insurance, a leading Canadian brokerage, is seeking an Associate, Signature Insurance to support the Signature Insurance team. You will manage administrative workflows, investigate accounting anomalies and ensure policy documentation accuracy, advising brokers and coordinating with underwriters.

The role is based in Vernon, BC or Kelowna, BC, full-time and permanent with a salary range of $50,000–$55,000.

Qualifications

• 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
• Alberta or BC Level 1 General Insurance License with the desire to obtain Level 2
• CIP designation is an asset

Responsabilités

• Manage administrative workflow and investigate accounting anomalies including statement differences and account reconciliations.
• Verify and review policy information and documentation for errors; advise brokers of errors and request re-writes from underwriters; monitor delays in documents to clients.

Connaissances

Insurance experience

Personal insurance products

Elite markets knowledge

Formation

BC Level 1 General Insurance License

CIP designation

Outils

Microsoft Office

Description du poste

Kelowna, British Columbia, CA Vernon, 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.

ASSOCIATE, SIGNATURE INSURANCE

TheAssociate, Signature Insurance is dedicated to supporting the Signature Insurance team. 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.

LOCATION AND STATUS

• Vernon, BC or Kelowna, BC
• Full-time, permanent
• Salary Range: $50,000 - $55,000

QUALIFICATIONS

• 2+ years of related and progressive experience in the insurance industry with a strong workingknowledge of personal insurance products
• Experience servicing and reviewing Elite markets (Chubb Insurance, Aviva Ovation and Intact Prestige) would be considered an asset
• Alberta or BC Level 1 General Insurance License with the desire to obtain Level 2
• CIP designation is an asset

VALUES & COMPETENCIES

• 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

Acera Insurance is the largest independent, employee-controlled brokerage in Canada. We are proudly 100% Canadian owned and operated. With over 60 locations across British Columbia, Alberta, Saskatchewan, 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.