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Insurance Advisor, Commercial Specialist
2 months ago
About Acera Insurance Services Ltd.
We prioritize our employees' growth and well-being. As a leading insurance brokerage, Acera Insurance Services Ltd. offers a dynamic work environment and a culture that fosters valuable opportunities for all employees.
Our team members are:
- Encouraged to challenge conventional approaches and continuously improve their skills in pursuit of excellence.
- Empowered with a sense of accountability and autonomy to take ownership of their work.
- Treated with respect and act with integrity by prioritizing clients, colleagues, and community.
- Recognized for their achievements and celebrate milestones to make work enjoyable.
We also proudly offer most employees the opportunity to become owners. With over 650 employee owners, Acera Insurance Services Ltd. is the only Canadian brokerage that is widely owned by its employees. Our employee owners have a vested interest and get to share in Acera Insurance Services Ltd.'s success — which they make possible.
Insurance Advisor, Commercial Specialist
Your expertise in commercial insurance combined with your attention to detail and customer service focus are the keys to success in this role. This position is responsible for providing support to the commercial insurance team by processing policy documents, invoicing premiums, preparing cover letters, producing pink cards and certificates of insurance, schedules, claims reporting, and maintaining file documentation.
Key Responsibilities
- Process policy documents and invoices for commercial insurance clients.
- Prepare cover letters, pink cards, and certificates of insurance.
- Produce schedules and maintain accurate file documentation.
- Report claims and ensure timely resolution.
Requirements
- 2+ years of related and progressive experience in the insurance industry with a strong working knowledge of commercial insurance products.
- Experience in an insurance brokerage.
- Alberta Level 2 License.
- CIP or CAIB designation, or working towards is considered an asset.
Values & Competencies
- High degree of professionalism and integrity.
- Committed to excellence in customer service and builds strong relationships with clients.
- Sales and growth focused, results driven.
- Skilled user of the Microsoft Office Suite of products.
- Experience with insurance document management software is an asset.
- Demonstrated accountability and reliability in the quality and timeliness of work.
- Flexible and adaptable with proven problem-solving skills.
- Works well within a team and independently and able to adjust to tight and changing deadlines.
- Critical thinker with strong attention to details.
Acera Insurance Services Ltd. is the largest independent, employee-controlled brokerages in Canada. With over 60 locations across British Columbia, Alberta, Ontario, Nova Scotia, and the Yukon, and $1.3 billion in gross written premium, our team provides individuals, families, and businesses unbiased insurance and risk management solutions that have a distinct Canadian perspective. Our collaborative work structure combines our people's strength and expertise to offer greater value, knowledge, and resources to our personal and commercial clients nationwide, including comprehensive group benefits.
Acera Insurance Services Ltd. is an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply.
