Service Associate, Commercial Insurance

Acera Insurance Services Ltd.; Richmond Hill; On-site; CAD 40,000 - 45,000; Full time

Job summary

Acera Insurance Services Ltd. in Richmond Hill, Ontario, is hiring a Service Associate, Commercial Insurance to support the Commercial Insurance team.

You will review new applications, enter data, process renewals, changes, cancellations and reinstatements, and bill accounts while maintaining strong broker relationships. The role emphasizes sharp Excel/Word skills, high attention to detail, prioritization, and teamwork in a fast-paced office.

Qualifications

• Experience in an insurance office environment preferred.
• Experience with insurance document management software is asset.
• RIBO license, or working towards, considered an asset.
• CIP or CAIB designation, or working towards is considered an asset.

Responsibilities

• Review and screen new insurance applications and ensure accurate entry into portals.
• Process renewals, policy changes, cancellations, and reinstatement; record and communicate changes.
• Bill accounts and maintain strong working relationships with brokers.
• Balance a busy workload with high attention to detail and prioritization.

Skills

Excel

Word

Attention to detail

Time management

Teamwork

Communication skills

Education

RIBO license, or working towards

CIP or CAIB designation, or working towards

Tools

Insurance document management software

Microsoft Office Suite

Job description

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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.

SERVICE ASSOCIATE, COMMERCIAL INSURANCE

The Service Associate, Commercial Insurance is an important part of the Commercial Insurance team. Working closely with a team of Client Advisors, the Service Associate reviews and screens new insurance applications, ensure accurate entry of information into insurance portals, process renewals, policy changes, cancellations and reinstatement, record and communicate changes, bill accounts, and maintain strong working relationships with brokers. 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

• Insurance experience is considered an asset
• Experience in an office environment is preferred
• Experience with insurance document management software is considered an asset
• RIBO license, or working towards, considered an asset
• CIP or CAIB designation, or working towards is considered an asset

VALUES & COMPETENCIES

• A high degree of professionalism and integrity
• Superior verbal and written communication skills
• Committed to excellence in customer service and builds a strong relationship at all levels
• 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 to meet tight deadlines
• Flexible and adaptable with proven problem-solving skills
• Works well within a team and independently
• Critical thinker with attention to detail

COMPENSATION

Salary Range: $40,000 - $45,000 CAD annually

Actual total compensation will be determined based on factors such as a candidate’s relevant experience, knowledge, skills, location, and internal equity.

VACANCY: This position is for an existing vacancy.

USE OF ARTIFICIAL INTELLIGENCE

Our recruitment process may be completed with video conference technology.

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.