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Insurance Broker, Commercial Specialist

2 months ago

Kelowna, British Columbia, Canada Acera Insurance Full time

Insurance Broker, Commercial Specialist

At Acera Insurance, we're committed to excellence in customer service and building strong relationships with clients. As an Insurance Broker, Commercial Specialist, you'll play a key role in providing support to our commercial insurance team by processing policy documents, invoicing premiums, and preparing cover letters. Your knowledge and experience in commercial insurance, combined with your attention to detail and customer service focus, are essential for success in this role.

Key Responsibilities

  • Process policy documents and invoices
  • Prepare cover letters and certificates of insurance
  • Maintain file documentation

Requirements

  • 2+ years of related and progressive experience in the insurance industry
  • 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
  • A comprehensive group benefits program
  • The opportunity to become an owner of the company

About Us

Acera Insurance is one of the largest independent, employee-controlled brokerages in Canada. We offer unbiased insurance and risk management solutions that have a distinct Canadian perspective. Our team provides individuals, families, and businesses with valuable knowledge and resources nationwide.