Associate, Agriculture & Equine 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 650 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 1,200 professionals across Canada and change the way people feel about insurance.

ASSOCIATE, AGRICULTURE & EQUINE INSURANCE

JOB DETAILS

Status: Full-Time, Permanent

Location: Kelowna, Hardy

JOB SUMMARY

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

JOB RESPONSIBILITIES

• Assisting with Farm renewals, endorsements, cancellations
• 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)
• Collecting payments from clients in an efficient and timely manner
• Providing an outstanding client service experience
• 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

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.
• Self-guided learner & solves problems with real solutions
• Ability to maximize efficiencies by leveraging technology, tools resources and information
• Level 1 Broker License
• Working knowledge of insurance document management software (EPIC)
• Skilled user of Microsoft office - Outlook, Word and Excel
• Excellent time management and multi-tasking skills
• Strong attention to detail is a must.
• Positive influence and influential to team members especially at times of change

Acera Insurance 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 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.