Personal Lines Insurance Broker
6 days ago
Merit Insurance is now part of Acera Insurance.
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.
PERSONAL LINES INSURANCE BROKER
Job Status:
Status: Full-Time, Permanent
Location: Edmonton, AB
Job Summary:
This role is responsible for acting as the front-line communication liaison with Personal Lines clients, primarily in person, as well as providing quotes for Personal Lines, and assists in the preparation and production of all required documents.
Responsibilities:
- Handles all incoming client phone calls with the objective of resolving all questions related to coverage additions, deletions, and modification.
- Timely handling of client service requests.
- Maintenance of client database.
- Processes certificates of insurance, pink cards, and coverage confirmations in a timely manner.
- Supports renewal underwriting.
- Call clients on accounts as required.
- Supports other business unit functions, promoting professionalism and cooperation within the working environment.
- Prioritizes and organizes workload to maintain service standards.
- Strives for ongoing self-development through industry and related courses.
- Remains calm and professional when dealing with difficult circumstances.
- Willing assists others to maintain standards and assists with training new and existing staff as needs arise.
- Perform other duties as requested.
Qualifications:
- Two-year diploma course in Business Administration or related discipline or an equivalent combination of education and related experience.
- Two years' experience as a licensed General Insurance Broker is an asset.
- Level 1 General Insurance License required.
- Experience with insurance document management software.
- Skilled user of the Microsoft Office Suite of products.
Merit Insurance joined Acera Insurance in September 2025.
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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