Insurance Associate

3 days ago


Kelowna, British Columbia, Canada Acera Insurance Services Ltd. Full time
Job Summary

The Associate, Signature Insurance is a key member of our team, responsible for providing exceptional customer service and administrative support. This role requires strong organizational skills, attention to detail, and the ability to work in a fast-paced environment.

Key Responsibilities
  • Manage and control administrative workflow, ensuring timely and accurate completion of tasks.
  • Investigate accounting anomalies, including statement differences and account reconciliations.
  • Create and verify policy information and documentation, ensuring accuracy and compliance.
  • Advise brokers of errors and request re-writes from underwriters.
  • Monitor delays in documents to clients and take corrective action.
  • Process changes on broker portals and review renewals for missing coverages.
Requirements
  • 2+ years of related experience in the insurance industry, with a strong working knowledge of personal insurance products.
  • Experience servicing and reviewing Elite markets (Chubb Insurance, Aviva Ovation, and Intact Prestige) is an asset.
  • BC Level 1 General Insurance License, with a desire to obtain Level 2.
  • Post-secondary degree/diploma/certificate in Business, Sales/Marketing, Risk Management, or related discipline is an asset.
  • CIP designation is an asset.
Competencies
  • High degree of professionalism and integrity.
  • Superior communication skills.
  • Committed to excellence in customer service and building strong relationships.
  • Self-starter with strong organizational skills.
  • Skilled user of the Microsoft Office Suite of products, familiar with insurance customer relationship software.
  • Demonstrated accountability and reliability in the quality and timeliness of work.
  • Able to prioritize in a busy environment to meet tight deadlines.
  • Flexible and adaptable with proven problem-solving skills.
  • Works well within a team and independently.
  • Critical thinker with high attention to detail.
About Acera Insurance Services Ltd.

Acera Insurance Services Ltd. is an equal opportunity employer, committed to all forms of diversity in the workplace. We welcome applications from qualified individuals who share our values and are passionate about delivering exceptional customer service.



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