Personal Insurance Client Support Specialist

Acera Insurance

Lower Sackville

On-site

CAD 38,000 - 54,000

Full time

3 days ago
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Job summary

Acera Insurance seeks a Service Associate, Personal Insurance to support the Personal Insurance team. You will review applications, enter data into portals, process renewals and changes, and manage broker communications. Strong Excel/Word skills and high attention to detail are essential for balancing a busy workload.

Experience is not required, but familiarity with office software and a proactive, organized approach will help you succeed in a fast-paced environment with changing priorities.

Qualifications

  • Strong Excel and Word skills with high attention to detail.
  • Ability to manage and prioritize multiple tasks in a busy environment.
  • Proficiency with Microsoft Office and general office technology.

Responsibilities

  • Review and screen new insurance applications.
  • Enter information accurately into insurance portals.
  • Process renewals, policy changes, cancellations and reinstatements.
  • Record and communicate changes to brokers and internal teams.
  • Bill accounts and maintain broker relationships.

Skills

Excel
Word
Attention to detail
Task prioritization
Team collaboration
Strong computer skills
Insurance knowledge (asset)

Education

General Insurance license (in progress)

Tools

Microsoft Office Suite
Insurance document management software

Job description

Acera Insurance seeks a Service Associate, Personal Insurance to support the Personal Insurance team. You will review applications, enter data into portals, process renewals and changes, and manage broker communications. Strong Excel/Word skills and high attention to detail are essential for balancing a busy workload.

Experience is not required, but familiarity with office software and a proactive, organized approach will help you succeed in a fast-paced environment with changing priorities.

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