Client Associate, Commercial Insurance
3 weeks ago
Navacord Kelowna, 1499 St Paul St, #705, Kelowna, British Columbia, CanadaJob DescriptionPosted Thursday, November 6, 2025 at 7:00 AMNavacord is one of Canada’s largest insurance, group benefits and pension providers. Our goal is to provide our clients with expert advice in risk management, employee wellbeing and insurance. With multiple locations across Canada, we take pride in our ability to attract exceptional talent and build top performing teams who deliver the best results for our clients. Navacord invests time to understand our clients, reducing their total cost of risk, and helping them build stronger organizations.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 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 DOCommunication with clients and issue client certificates of insurance and pink cardsProcess documents including new business, renewals and endorsements within EpicManage incoming and outgoing mail related to the book of businessInvoice, transact, and execute on premium finance contracts and premium allocationsEnsure EPIC workflows are followedMaintain Claims information in EPIC which includes; input, update and follow-up with clientAssist in preparing renewalsA/R processing and billingFollow up on outstanding documents from the Insured or InsurerChecking insurance documents for accuracyWHAT WE REQUIREInsurance or Financial Services experience preferredWilling 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 assetExperience in EPIC considered an assetNavacord is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.Navacord Kelowna, 1499 St Paul St, #705, Kelowna, British Columbia, Canada #J-18808-Ljbffr
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Associate, Commercial Insurance
2 weeks ago
Kelowna, British Columbia, Canada Acera Insurance Services Ltd. Full time $45,000 - $60,000We 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...
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Client Advisor, Commercial Insurance
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Kelowna, Canada Acera Insurance Full timeClient Advisor, Commercial Insurance Nov 12, 2025 Location: Kelowna, British Columbia, CA 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...
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Client Associate, Commercial Insurance
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Kelowna, Canada Lloyd Sadd Group Full timeNavacord Kelowna, 1499 St Paul St, #705, Kelowna, British Columbia, CanadaJob DescriptionPosted Thursday, November 6, 2025 at 7:00 AMNavacord is one of Canada’s largest insurance, group benefits and pension providers. Our goal is to provide our clients with expert advice in risk management, employee wellbeing and insurance. With multiple locations across...
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Client Advisor, Auto Insurance
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Kelowna, Canada Acera Insurance Full timeClient Advisor, Auto Insurance Oct 27, 2025 Location: Kamloops, British Columbia, CA 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...
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Senior Commercial Insurance Advisor
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Kelowna, Canada Westland Insurance Group Ltd. Full timeJob Description We’re searching for a Senior Commercial Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd. is growing and has a new opportunity for a Senior Commercial Insurance Advisor for our BC Interior Offices. This is a hybrid opportunity in one of our BC Interior branches based on your location (Grand Forks,...
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Senior Commercial Insurance Advisor
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Kelowna, Canada Westland Insurance Group Ltd. Full timeJob Description We’re searching for a Senior Commercial Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd. is growing and has a new opportunity for a Senior Commercial Insurance Advisor for our BC Interior Offices. This is a hybrid opportunity in one of our BC Interior branches based on your location (Grand Forks,...
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Senior Commercial Insurance Advisor
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Kelowna, Canada Westland Insurance Group Ltd. Full timeJob Description We’re searching for a Senior Commercial Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd. is growing and has a new opportunity for a Senior Commercial Insurance Advisor for our BC Interior Offices. This is a hybrid opportunity in one of our BC Interior branches based on your location (Grand Forks,...
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Kelowna, Canada Summit Commercial Solutions Inc. Full timeAn innovative commercial insurance firm is seeking a Commercial Account Executive to join its dynamic team in Kelowna. This role offers a unique opportunity to manage and grow a portfolio of clients while delivering exceptional service. You'll engage with various industries, providing tailored coverage solutions and ensuring a seamless client experience. The...
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Remote Commercial Insurance Service Associate
3 weeks ago
Morris, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern On, Canada Rempel Insurance Brokers Ltd. Full timeA local insurance broker in Manitoba is seeking a motivated Commercial Service Associate to join their team. This role involves maximizing client retention through exceptional service, supporting account executives, and managing a small book of business. Ideal candidates will possess a customer service background, effective communication skills, and a...
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Private Client Advisor
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Kelowna, Canada Summit Commercial Solutions Full timeBuilding the commercial brokerage of the future. Summit is a boutique commercial insurance firm headquartered in Kelowna and serving businesses across Canada. We are a venture-backed, tech-enabled commercial insurance brokerage redefining what it means to be a modern insurance partner. With strong values— Sustainability, Ownership, Transparency, and Impact...
