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Insurance Professional, Commercial Expertise

2 months ago


Kelowna, British Columbia, Canada Acera Insurance Full time
{"h1": "Client Advisor, Commercial Insurance", "p": "At Acera Insurance, we put our people first. As an employer of choice, we offer 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. They are empowered with a sense of accountability and autonomy to take ownership of their work. We treat our people with respect and act with integrity by putting clients, colleagues, and community first. We recognize 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.

As a Client Advisor, Commercial Insurance, you will provide 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
* Prepare cover letters and produce pink cards and certificates of insurance
* Maintain file documentation
* Provide support to the commercial insurance team

**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

**What We Offer:**

* A collaborative work structure that combines our people's strength and expertise to offer greater value, knowledge, and resources to our personal and commercial clients nationwide
* Comprehensive group benefits
* An equal opportunity employer committed to all forms of diversity in the workplace

**About Us:**

Acera Insurance is one of the largest independent, employee-controlled brokerages in Canada. With over 60 locations across Alberta, British Columbia, Ontario, and the Yukon, and $1 billion in gross written premium, our team provides individuals, families, and businesses unbiased insurance and risk management solutions that have a distinct Canadian perspective.

We are committed to all forms of diversity in the workplace and are an equal opportunity employer. All qualified individuals are encouraged to apply.

", "h2": "Qualifications and Competencies"}