Service Associate, Personal Insurance

Acera Insurance; Lower Sackville; On-site; CAD 38,000 - 54,000; Full time

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

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, 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
• General Insurance license, or working towards, considered an asset
• Experience in an office environment is preferred
• 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