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Commercial Client Care Specialist

2 months ago

Sylvan Lake, Canada Acera Insurance Full time

About Acera Insurance

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 commitment to excellence.
  • Empowered with a sense of accountability and autonomy to take ownership of their work.
  • Treated with respect and act with integrity by putting clients, colleagues, and community first.
  • Recognized for their achievements and celebrate festivities, big and small, to make work fun.

We also proudly offer most employees the opportunity to become owners. With over 550 employee owners, Acera Insurance 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's success — which they make possible.

About the Role

Your knowledge and experience in mid-market commercial insurance, combined with your attention to detail and customer service focus, are the keys to success in the role of Insurance Associate. This role is responsible for working closely with a Client Executive to provide customer service support, by performing policy reviews, processing policy documents, speaking with clients and underwriters, producing pink cards and insurance certificates, schedules, claims reporting and maintaining file documentation.

Key Responsibilities

  • Provide exceptional customer service to clients and underwriters.
  • Process policy documents and maintain accurate records.
  • Communicate effectively with clients and internal stakeholders.
  • Produce pink cards and insurance certificates as required.
  • Report claims and maintain file documentation.

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 is considered an asset.
  • Alberta Level 1 License and the desire to obtain Level 2 in the near future.
  • CIP or CAIB designation, or working towards is considered an asset.

Competencies

  • High degree of professionalism and integrity.
  • Committed to excellence in customer service and builds strong relationships with clients.
  • Skilled user of the Microsoft Office Suite of products.
  • Maintains appropriate and clear documentation in an agency management system, including policy details, activities and attachments.
  • 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 and organized.