Client Associate, Commercial Insurance

4 weeks ago


Kelowna British Columbia UX, CA Lloyd Sadd Full time

POSITION: Client Associate, Commercial Lines


REPORTING TO: Unit Manager


THE ROLE


The Client Associate is a blended role of Client Coordinator and Client Manager. The Client Associate plays a central role in renewing existing accounts by servicing clients in assessing and fulfilling their needs to the highest standards of satisfaction. The Client Associate is an expert advisor responsible for managing a book of business, servicing clients in a courteous and professional manner, and assisting the producer in obtaining, maintaining, and expanding business.


The Client Associate is accountable for determining customer needs, negotiating coverages and terms, responding to complaints and inquiries, and processing of transactions.


We are looking for a special, passionate administrative professional who can effectively manage their workflow around competing priorities without sacrificing service quality, and deliver consistent, high end results on schedule. The successful candidate will be detail driven, highly organized, and will be passionate about providing exceptional client service at all levels.


WHAT YOU’LL DO


  • Communication with clients and issue client certificates of insurance and pink cards
  • Process documents including new business, renewals and endorsements within Epic
  • Manage incoming and outgoing mail related to the book of business
  • Invoice, transact, and execute on premium finance contracts and premium allocations
  • Ensure EPIC workflows are followed
  • Maintain Claims information in EPIC which includes; input, update and follow-up with client
  • Assist in preparing renewals
  • A/R processing and billing
  • Follow up on outstanding documents from the Insured or Insurer
  • Checking insurance documents for accuracy


WHAT WE REQUIRE


  • Insurance or Financial Services experience preferred
  • Willing to invest time in extensive training and must be able to obtain your General Insurance License and work towards an industry related professional designations.
  • Advanced skills in Outlook, Excel, Word considered an asset
  • Experience in EPIC considered an asset



  • Kelowna, British Columbia, U1X, CA Interior Health Authority Full time

    Position SummaryPosition SummaryInterior Health is looking for an experienced Health Information Practitioner to join our team on a casual basis at our site in Kelowna.This is a casual position. Casual means hours are not guaranteed and that days of work and shift times may vary. Many careers with us begin with casual employment and lead to permanent or...


  • Kelowna, British Columbia, U1X, CA Maple Reinders Full time

    Job Description Intermediate Project Manager (Water/Wastewater Construction) As a Project Manager you will have the opportunity to manage exciting Water, Waste Water projects working alongside other construction professionals who are passionate about the work they do. Leadership and accountability is the key to a successful project. Along with their team,...


  • Kelowna, British Columbia, U1X, CA Interior Health Authority Part time

    Position SummaryClinical Dietitian opportunity at the Kelowna General Hospital (KGH) in Kelowna, B.C. This is a term specific part-time 0.6fte (22.5 hours per week) position until May 30, 2025. This position works 08:00-16:00 on Mondays, Wednesday and Fridays. This position is primarily assigned to acute medical and rehabilitation units, and requires...


  • Langley, British Columbia, U3A, CA Fraser Health Authority Full time

    SalaryThe salary range for this position is CAD $42.27 - $52.81 / hour Job SummaryFraser Health is responsible for the delivery of hospital and community-based health services to over 1.9 million people in 20 diverse communities from Burnaby to Fraser Canyon on the traditional territories of the Coast Salish and Nlaka’pamux Nations. Our team of 45,000...


  • Parksville, British Columbia, U9K, CA TD Full time

    Lieu de travail :Parksville, Colombie-Britannique, CanadaHoraire :37.5Secteur d’activité :Services bancaires personnels et commerciauxDétails de la rémunération :$43,900 - $58,600 CADLa TD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des...


  • Kelowna, British Columbia, Canada Acera Insurance Full time

    Client Advisor, Commercial Insurance Jul 13, 2024 Location: Edmonton, AB, CA We put our people first. As an employer of choice, Acera Insurance, formerly Rogers McLean Shaw Insurance Brokers, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees.  Our people are: Encouraged to challenge the status quo...


  • Kelowna, British Columbia, Canada Lloyd Sadd Full time

    POSITION: Client Associate, Commercial LinesREPORTING TO: Unit Manager THE ROLEThe Client Associate is a blended role of Client Coordinator and Client Manager. The Client Associate plays a central role in renewing existing accounts by servicing clients in assessing and fulfilling their needs to the highest standards of satisfaction. The Client Associate is...


  • Kelowna, British Columbia, Canada Lloyd Sadd Full time

    POSITION: Client Associate, Commercial Lines REPORTING TO: Unit Manager THE ROLE The Client Associate is a blended role of Client Coordinator and Client Manager. The Client Associate plays a central role in renewing existing accounts by servicing clients in assessing and fulfilling their needs to the highest standards of satisfaction. The Client...


  • Kelowna, British Columbia, Canada Lloyd Sadd Full time

    POSITION: Client Associate, Commercial LinesREPORTING TO: Unit Manager THE ROLEThe Client Associate is a blended role of Client Coordinator and Client Manager. The Client Associate plays a central role in renewing existing accounts by servicing clients in assessing and fulfilling their needs to the highest standards of satisfaction. The Client Associate is...


  • Kelowna, British Columbia, Canada Lloyd Sadd Full time

    POSITION: Client Associate, Commercial LinesREPORTING TO: Unit Manager THE ROLEThe Client Associate is a blended role of Client Coordinator and Client Manager. The Client Associate plays a central role in renewing existing accounts by servicing clients in assessing and fulfilling their needs to the highest standards of satisfaction. The Client Associate is...


  • kelowna, Canada Lloyd Sadd Full time

    POSITION: Client Associate, Commercial LinesREPORTING TO: Unit Manager THE ROLEThe Client Associate is a blended role of Client Coordinator and Client Manager. The Client Associate plays a central role in renewing existing accounts by servicing clients in assessing and fulfilling their needs to the highest standards of satisfaction. The Client Associate is...


  • Kelowna, British Columbia, Canada Summit Full time

    At Summit, we're redefining the commercial insurance landscape. As a Commercial Insurance Specialist, you'll play a crucial role in shaping our personal lines offerings.Company OverviewWe're a boutique commercial insurance firm headquartered in Kelowna and serving most of Canada. Our mission is to create value through transparency and change the way people...


  • Kelowna, Canada Acera Insurance Ltd Full time

    We put our people first. As an employer of choice, Acera Insurance, formerly CapriCMW 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...


  • Kelowna, British Columbia, Canada Acera Insurance Full time

    Mobile Client Advisor, Auto Insurance Jul 15, 2024 Location: Kelowna, British Columbia, CA We put our people first. As an employer of choice, Acera Insurance, formerly CapriCMW 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...


  • British Columbia, Canada CapriCMW Full time

    The Commercial Client Advisor role assists the Client Executive in providing the highest quality service to CapriCMW clients; coordinating the administrative and marketing processes within their sales team **Essential Functions**: - Work with Sales and Broking team in planning, gathering and compiling of necessary information on new and renewal business -...


  • Kelowna, British Columbia, Canada Summit Commercial Solutions Inc. Full time

    About UsSummit Commercial Solutions Inc. is a boutique commercial insurance firm based in Kelowna, serving most of Canada.We are dedicated to creating value through transparency and driving change in the way people perceive insurance.At Summit, our actions and decisions are guided by our core values: Transparency, Sustainability, Ownership, and Impact.Job...


  • Kelowna, British Columbia, Canada Globe Life AIL - Marisone Navor Full time

    We are seeking a motivated and dynamic Client Sales Remote Associate- Insurance to join our team.The ideal candidate will be responsible for providing clients with comprehensive insurance solutions tailored to their needs. This role requires excellent communication and negotiation skills, as well as a strong understanding of various insurance products.The...


  • Kelowna, British Columbia, Canada Globe Life AIL - Marisone Navor Full time

    We are seeking a motivated and dynamic Client Sales Remote Associate- Insurance to join our team.The ideal candidate will be responsible for providing clients with comprehensive insurance solutions tailored to their needs. This role requires excellent communication and negotiation skills, as well as a strong understanding of various insurance products.The...


  • Kelowna, British Columbia, Canada Summit Full time

    About the RoleWe are seeking a skilled and experienced individual to lead our Commercial Insurance Portfolio as a Commercial Insurance Portfolio Leader. The ideal candidate will have a strong understanding of commercial insurance products, a proven track record of managing a portfolio of high-value clients, and excellent communication and negotiation...


  • Kelowna, British Columbia, Canada Summit Commercial Solutions Inc. Full time

    **Key Responsibilities:**Content Creation: Develop engaging content for marketing materials, including blog posts, social media, case studies, and presentations.Social Media Management: Coordinate Summit's social media platforms by creating and scheduling posts, monitoring engagement, and contributing creative ideas to grow our online presence.Campaign...

  • Claims Associate

    1 week ago


    Kelowna, Canada Acera Insurance Ltd Full time

    We put our people first. As an employer of choice, Acera Insurance, formerly CapriCMW 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...

  • Insurance Advisor

    2 days ago


    Kelowna, British Columbia, Canada Westland Insurance Full time

    We're searching for an Insurance Advisor. Are you searching for new possibilities?Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our Gordon Drive office in Kelowna, BC. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland We are looking for a...


  • British Columbia, Canada Waypoint Full time

    POSITION OVERVIEWThe Advisor, Personal Insurance plays a crucial role in responding to inbound quote requests for Personal Insurance across various sales channels. The primary objective will be to meet or exceed monthly and annual sales targets by delivering exceptional customer experiences through consultative selling. The Advisor, Personal Insurance will...


  • Kelowna, Canada Acera Full time

    **The Company** Acera Insurance is one of Canada’s largest independent insurance brokerages, formed through the merger of two award-winning, locally and employee-owned companies - CapriCMW and Rogers Insurance Group of Companies. Our roots serving local communities across Canada dates back to 1975. This merger brought together decades of experience in...


  • Kelowna, Canada Acera Full time

    **About Acera Insurance** Acera Insurance is one of the largest independent, employee-controlled brokerages in Canada. With over 60 locations across Alberta, British Columbia, Ontario and the Yukon, and $1 billion in gross written premium, our team provides individuals, families and businesses unbiased insurance and risk management solutions that have a...