Associate, Data Administration

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

Job summary

Join a leading employee-owned insurance brokerage as an Associate in Data Administration. This full-time role requires strong organizational skills, attention to detail, and proficiency in Microsoft Office. Collaborate with various departments to support insurance operations and contribute to a positive workplace culture.

Qualifications

• Strong Excel and Word skills required.
• Experience with insurance document management software is an asset.

Responsibilities

• Work closely with Commercial and Personal Insurance departments.
• Manage and prioritize tasks in a busy workload.

Skills

Organizational Ability

Critical Thinking

Attention to Detail

Education

Experience in an office environment

Tools

Microsoft Office Suite

Insurance Document Management Software

Job description

We put our people first. As an employer of choice, Acera Insurance, formerly Rogers Insurance / A-WIN Insurance / CCV Insurance & Financial Services / Sylvan Agencies / Smith Petrie Carr & Scott Insurance Brokers / Megson FitzPatrick 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 550 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 1,000 professionals across Canada and change the way people feel about insurance.

ASSOCIATE, DATA ADMINISTRATION

The Associate, Data Administration is an important part of the Acera team, working closely with other departments such as Commercial and Personal Insurance, as well as Operations. This role does not require prior insurance experience but rather strong excel and word skills as well as high attention to detail and an ability to manage / prioritize tasks in order to balance a busy workload. The keys to success in this role include having strong computer skills, the ability to work collaboratively as part of a team, and the commitment to staying organized in a busy environment with changing priorities.

LOCATION AND STATUS

• Full-time, permanent

QUALIFICATIONS

• Experience in an office environment
• Strong excel and word skills as well as a confident user of the Microsoft Office Suite of products, familiar with office technology such as scanners, copiers, and fax machines
• Experience with insurance document management software is considered an asset

VALUES & COMPETENCIES

• High degree of professionalism and integrity
• Self-starter with strong organizational ability
• Critical thinker with strong attention to details
• Flexible and adaptable with proven problem-solving skills
• Works well within a team and independently

Acera Insurance is one of the largest independent, employee-controlled brokerages in Canada. With over 60 locations across Alberta, British Columbia, Ontario, and the Yukon, and $1 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.

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