Insurance Broker

4 weeks ago


Kelowna, British Columbia, Canada Acera Insurance Services Ltd. Full time
Job Summary

We are seeking a highly skilled Insurance Broker to join our team at Acera Insurance Services Ltd. As an Insurance Broker, you will be responsible for marketing a variety of Commercial accounts, liaising between the Sales team and the Underwriters, and ensuring the needs of the client are met by delivering the highest quality service in communication, documentation, and professional integrity.

Key Responsibilities

- Prepare or review and input of documentation, which includes submissions, proposals, comparison spreadsheets, market response summaries, binders/cover notes, and endorsements.
- Analyze the clients' operations and exposure to risk to build out insurance coverages to help protect them from exposure.
- Coordinate the discussion of renewal strategies with client executive teams.
- Handling routine market and coverage inquiries.
- Ensuring accurate processing and receipt of policy documentation.
- Stay informed on industry changes by attending training and other business-related courses, including various applicable insurer events.
- Maintaining professional relationships with underwriters, co-workers, and clients.
- Providing exceptional and prompt service to Client Advisors and Client Executives.

Requirements

- 3-5 years of experience in Commercial Lines (not specifically in a marketing or broking role).
- Ability to use creativity in structuring subscription placements, primary and excess, quota share.
- Strong attention to detail.
- Ability to work under pressure from time to time.
- Self-starter with advanced skills in Outlook, Excel, Word, and EPIC.
- Experience with Policy Works would be considered an asset.
- Ability to navigate different perspectives and personalities.

About Us

Acera Insurance Services Ltd. is the largest independent, employee-controlled brokerages in Canada. With over 60 locations across British Columbia, Alberta, Ontario, Nova Scotia, and the Yukon, and $1.3 billion in gross written premium, our team provides individuals, families, and businesses with unbiased insurance and risk management solutions that have a distinct Canadian perspective. Our collaborative work structure combines our people's strength and expertise to offer greater value, knowledge, and resources to our personal and commercial clients nationwide, including comprehensive group benefits.

What We Offer

Acera Insurance Services Ltd. is an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply.

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