Associate Broker

6 days ago


Burnaby, Canada Acera Insurance Services Ltd. Full time

We put our people first. As an employer of choice, Acera 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 700 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 1,300 professionals across Canada and change the way people feel about insurance._

**Associate Broker**

**Job Status**

**Status**: Full-Time, permanent

**Location**: Burnaby, BC

**Compensation**: Acera’s total compensation offerings are based on pay for performance that recognizes exceptional individual and team performance. The typical hiring range for this position is from $55,000 - $70,000 CAD annually; the pay offering is based on location and will vary depending on related insurance experience, knowledge, skills, and internal equity.

**Essential Job Functions**
- Reviewing insurance policy documents for accuracy and completeness.
- Maintaining accurate and organized client files by attaching relevant correspondence and documentation within EPIC.
- Inputting and updating key policy details and endorsements in Policy Works to support quote generation, renewal processes, and internal documentation consistency.
- Creating and managing activities in EPIC to track progress and task completion.
- Assisting in the development of client-facing coverage comparison documents by extracting and inputting key data from insurer quotes and proposals to support broking recommendations.
- Preparing and issuing insurance documents such as binders, certificates of insurance, cover notes, and invoices in a timely and accurate manner.
- Submitting and retrieving quotes via insurer portals.

**Qualifications and Soft Skills**
- Working towards Canadian Accredited Insurance Broker (CAIB) License or General Insurance License is preferred.
- Highly organized with strong attention to detail and the ability to manage multiple priorities effectively.
- Excellent written and verbal communication skills.
- Proficient in Microsoft Excel, Outlook, and Word.
- Experience working with EPIC and Policy Works is preferred but not mandatory.
- Proactive and solutions-focused approach to problem-solving.
- Genuine interest in pursuing a long-term career in the insurance industry.
- Collaborative team player with a positive and professional attitude.

**Why join our team?**

As a valued member of our Acera Insurance family, you will be awarded a competitive annual salary, evaluated on your education, skills, and experience, including:

- Generous incentives and bonus programs
- Employee ownership opportunities
- Life, disability, health, and dental insurance coverage
- Group RRSP program
- Employer-matched pension plan
- Discounts on Acera's services and products
- Employee Assistance Program
- Wellness and Lifestyle Spending Accounts
- Career development through leadership training and learning resources
- And many more
- Acera Insurance is the largest independent, employee-controlled brokerage in Canada. We are proudly 100% Canadian owned and operated. With over 70 locations across British Columbia, Alberta, Saskatchewan, Ontario, Nova Scotia, and the Yukon, $1.4 billion in gross written premium, and $1.3 billion group retirement savings assets under management, 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._



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