Associate, Commercial Client Care Specialist

2 months ago

Ottawa, Ontario, Canada Acera Insurance Full time

Embark on a rewarding career with Acera Insurance as an Associate in Commercial Client Care

Acera Insurance is a leading employee-controlled brokerage with a nationwide presence in Canada, renowned for its commitment to diversity and excellence. As an employee-owned company, we value accountability, integrity, and respect in all interactions with clients, colleagues, and the community.

As part of the Commercial Client Care team, you will be responsible for supporting Client Advisors and Executives with various administrative tasks, including processing documents, invoicing, preparing insurance certificates, and maintaining client files.

Key Responsibilities:

  • Attend regular team meetings to stay informed on client needs and service plans
  • Handle client communication and identify insurance requirements
  • Assist in issuing certificates, submissions, and proposals
  • Maintain activity lists and support process improvements
  • Represent Acera Insurance through professional engagements
  • Support team collaboration and advocate for client-focused service plans

Requirements:

  • Effective team player with the ability to work independently
  • Strong problem-solving skills and adaptability to changing priorities
  • Familiarity with insurance document management software
  • Proficiency in Microsoft Office applications

Acera Insurance offers a competitive compensation package and a supportive work environment to help you succeed in your career. If you are a motivated individual looking to make a difference in the insurance sector, consider joining our dynamic team.

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