Insurance Advisor, Commercial Specialist

2 months ago


Kelowna, British Columbia, Canada Acera Insurance Full time

Job Summary

We are seeking a highly skilled and experienced Insurance Advisor, Commercial Specialist to join our team at Acera Insurance. As a key member of our commercial insurance team, you will be responsible for providing expert advice and guidance to clients on their commercial insurance needs.

Key Responsibilities

  • Process policy documents and invoices for commercial insurance clients
  • Prepare cover letters, produce pink cards and certificates of insurance, schedules, and claims reporting
  • Maintain accurate and up-to-date file documentation
  • Collaborate with the commercial insurance team to provide exceptional customer service

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 and 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
  • 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

About Acera Insurance

Acera Insurance is one of the largest independent, employee-controlled brokerages in Canada. We offer unbiased insurance and risk management solutions to individuals, families, and businesses nationwide. Our collaborative work structure combines our people's strength and expertise to provide greater value, knowledge, and resources to our clients.

What We Offer

  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A competitive compensation package
  • A comprehensive benefits program


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