Service Associate, Personal Insurance

Acera Insurance Services Ltd.; Edmonton; On-site; CAD 45,000 - 65,000; Full time

Job summary

Acera Insurance Services Ltd. is seeking a Service Associate, Personal Insurance to support the Personal Insurance team.

You will review new applications, enter data into portals, and process renewals, policy changes, cancellations and reinstatement while maintaining strong broker relationships. Strong Excel and Word skills, high attention to detail, and the ability to manage multiple tasks in a fast-paced environment are essential.

Qualifications

• Service Associate reviews and screens new insurance applications.
• Accurate data entry into insurance portals and records management.
• Handles renewals, policy changes, cancellations and reinstatement.
• Communicates changes and bills accounts while supporting brokers.

Responsibilities

• Review insurance applications and input data into portals.
• Process renewals and policy changes in a timely manner.
• Maintain accurate records and communicate changes to clients/brokers.
• Support a busy team with prioritization and organization.

Skills

Insurance knowledge

Excel skills

Prioritization

Teamwork

Tools

Insurance document management software

Job description

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, PERSONAL INSURANCE

The Service Associate, Personal Insurance is an important part of the Personal Insurance team. Working closely with a team of Client Advisors , the Service Associate reviews and screens new insurance applications, ensures accurate entry of information into insurance portals, processes renewals, policy changes, cancellations and reinstatement, records and communicates changes, bills accounts, and maintains strong working relationships with brokers. This role does not require prior insurance experience, but strong excel and word skills, high attention to detail and an ability to manage/prioritize tasks 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

• Calgary, Edmonton, Red Deer, or Sylvan Lake, AB
• Full-time, permanent

QUALIFICATIONS

• Insurance experience is considered an asset
• 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 and copiers.
• 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 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 Insurance is an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply.