Elevate your career with Acera Insurance as a Commercial Insurance Associate in Kelowna. This full-time role focuses on supporting client needs through document processing and communication.
As a valued member of the team at Acera Insurance, you will provide essential support to the Commercial Client Advisor and Client Executive. Responsibilities include processing invoices, managing client communications, and preparing insurance documents. Your proactive approach will be instrumental in enhancing client satisfaction and delivering service excellence.
Key Responsibilities:
- Support client advisors by processing documents and invoicing premiums
- Handle internal communications via email, phone, and face-to-face meetings
- Issue certificates, manage renewals, and submit proposals
- Assist in maintaining activity lists and account documentation
- Represent Acera through professional networking and client engagements
Requirements:
- Working towards Level 2 BC Broker License
- Familiarity with EPIC software and insurance document management
- Proficient with Microsoft Office Suite
- Self-motivated learner with problem-solving skills
- Adaptable to changing priorities and tasks
Become part of Acera Insurance's innovative team, dedicated to transforming client experiences in the insurance sector.
Commercial Insurance Associate at Acera in Kelowna employer: Acera Insurance Services Ltd.
Acera Insurance stands out as an exceptional employer, prioritizing its people and fostering a vibrant workplace culture that champions continuous learning and accountability. With the unique opportunity for employees to become owners in the company, our team of over 700 employee owners shares in the success they help create, making work not only rewarding but also enjoyable. Located across Canada, we celebrate achievements big and small, ensuring that every member feels valued and empowered in their role as Client Advisor, Commercial Insurance.
Contact Details:
Acera Insurance Services Ltd. Recruitment Team
