Overview
Associate, Commercial Insurance Jobs in Salmon Arm, Canada at Acera Insurance Services Ltd.
Job Status
Full-Time
Location
Salmon Arm, BC;
Kelowna, BC;
Vernon, BC
Pay Range
$45,000 – $55,000 CAD annually, based on location and various factors.
Job Purpose
This role is responsible for providing support to the Commercial Client Advisor and Client Executive by processing documents, invoicing premiums, preparing cover letters, producing certificates of insurance, schedules, claims reporting, collecting receivables, and maintaining file documentation.
Primary Duties
- Contributes in regular meetings with team to ensure up-to-date on all pending client issues, changing needs, implementing service plans, and other issues.
- Fields internal client communication via mail, email, phone, and/or face to face and identifies clients insurance requirements.
- Handles issuance and sending of certificates, pre-renewal, renewal, new business submissions and proposals as requested.
- Helps with maintenance of activity lists as requested (Endos, polos, account discrepancies, SOV’s, etc).
- Acera Leader in the client and insurance industry through professional writing, speaking and networking engagements.
- Supports processes and procedures and past practices; participates in team meetings.
- Advocates for changes and additions to service plans that increase value for clients.
Competencies & Qualifications
- Supports a climate in which teams want to do their best.
- Adaptable to working effectively as a team or independently with the ability to adjust to tight and changing priorities and deadlines.
- Ability to maximize efficiencies by leveraging technology, tools, resources and information.
- Self-guided learner & solves problems with real solutions.
- Working toward Level 2 BC Broker License.
- Working knowledge of insurance document management software (EPIC) & Policy Works.
- Skilled user of Microsoft Office – Outlook, Word, Excel, and PowerPoint.
Equal Opportunity Employer
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.
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Title: Associate, Commercial Insurance
Company: Acera Insurance Services Ltd.
Location: Salmon Arm, Canada
Category:
