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Personal Lines CSR
2 weeks ago
Pemberton Insurance Brokers is now part of Acera Insurance.
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.
PERSONAL LINES CSR
POSITON DUTIES
Manage a monthly Renewal/Expiry List and support Producers with their insurance needs, including assistance with policy information, processing changes in Insurer Portals, handling billing inquiries and resolving customer concerns.
LOCATION AND STATUS
Location: Vancouver, BC
Status: Full-Time, Permanent
Compensation: Compensation: Acera's total compensation offerings are based on pay for performance that recognizes exceptional individual and company performance. The typical hiring range for this position is from $60,000 - $65,000 CAD annually; the pay offering is based on location and will vary depending on related education, client service experience, proven knowledge, skills, and internal equity.
KEY RESPONSABILITIES
- Respond to client inquiries via phone, email, or in person.
- Process policy changes/endorsements, renewals, cancellations, and payments including Producer Support for same tasks.
- Provide quotes and explain coverage options and policy details.
- Maintain accurate client records.
- Ensure compliance with company and regulatory requirements.
- Report claims to the appropriate Insurer
Bi-Weekly Administrative Duties:
- Insurer Downloads
- Responsible for General Mailbox including Voicemail
- Attending to/distributing faxes
- Booking & Recording Couriers
- Welcome Guests and Visitors and direct to appropriate parties as needed
- Editing and printing client letters and envelopes as needed
SKILLS & QUALIFICATIONS
- Strong communication and interpersonal skills.
- Minimum Level 1 General Insurance License
- Attention to detail and accuracy in data entry.
- Knowledge of insurance products, terminology, and Applied EPIC Broker Management System.
- Customer-oriented mindset and problem-solving abilities.
- Perform other specific Personal Lines and projects as assigned by Management.
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.
