Associate, Commercial Insurance

We put our people first. As an employer of choice, Acera Insurance, formerly CapriCMW Insurance, offers 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._
- _Empowered with a sense of accountability and autonomy to take ownership of their work._
- _Treated with respect and act with integrity by putting clients, colleagues, and community first._
- _Recognized for 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._
- Join our award-winning network of over 1,000 professionals across Canada and change the way people feel about insurance._

**Job Status**
- Status: _Full-Time, permanent
- Pay Range:_ $45,000 - $55,000 per year, plus annual incentive
- Location_: Penticton

**Job Purpose**:
This role is responsible for providing support to the Commercial Client Advisor and Client Executive by processing documents, invoicing premium, preparing cover letters, producing certificates of insurance, schedules, claims reporting, collecting receivables and maintaining file documentation.

**Primary duties include, but not limited to, the following**:

- Contributes in regular meetings with team to ensure you are up to date on all pending client issues, changing needs, implementing service plans, and other issues
- Handles issuance and sending of certificates, pre-renewal, renewal, new business submissions and proposals as requested
- Helps with the maintenance of activity lists as requested (Endos, polos, account discrepancies, SOV’s, etc)
- Acera Leader in the client and insurance industry through professional writing, speaking and networking engagements
- Supports processes and procedures and past practices; participates in team meetings
- Advocates for changes and additions to service plans that increase value for clients

**Competencies & Qualifications**:

- Supports a climate in which teams want to do their best
- Adaptable to working effectively as a team or independently with the ability to adjust to tight and changing priorities and deadlines.
- Ability to maximize efficiencies by leveraging technology, tools resources and information
- Self-guided learner & solves problems with real solutions
- Working towards Level 2 BC Broker License
- Working knowledge of insurance document management software (EPIC) & Policy works
- Skilled user of Microsoft office - Outlook, Word, Excel and Powerpoint
- 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. 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._
- Acera Insurance is an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply._

**Job Types**: Full-time, Permanent

**Salary**: $45,000.00-$55,000.00 per year

**Benefits**:

- Dental care
- Employee assistance program
- Extended health care
- Paid time off
- Vision care

Flexible Language Requirement:

- French not required

Schedule:

- Day shift
- Monday to Friday

Work Location: In person