Associate, Signature Insurance
Kelowna, British Columbia, CA
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 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.
ASSOCIATE, SIGNATURE INSURANCE
The Associate, Signature Insurance is dedicated to supporting the Signature Insurance team. Your strong organizational skills along with a high attention to detail are the keys to success in this role. This role is responsible for managing and controlling administrative workflow, investigating accounting anomalies including statement differences and account reconciliations, binders, spreadsheet and letter creation, verifying and reviewing policy information and documentation for errors, advising brokers of errors and requesting re-writes from underwriters, monitoring delays in documents to clients (internal or external), taking client calls for pink cards and payments, processing changes on broker portals, reviewing renewals and identifying missing coverages.
LOCATION AND STATUS
Location: Kelowna, BC
Status: Full-time, permanent
Pay Range: 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 $45,000.00 - $53,000.00 CAD annually; the pay offering is based on location and will vary depending on related education, insurance and sales experience, proven knowledge, skills, and internal equity.
QUALIFICATIONS
- 2+ years of related and progressive experience in the insurance industry with a strong working knowledge of personal insurance products
- Experience servicing and reviewing Elite markets (Chubb Insurance, Aviva Ovation and Intact Prestige) would be considered an asset
- BC Level 1 General Insurance License with the desire to obtain Level 2
- Post-secondary degree/diploma/certificate in Business, Sales/Marketing, Risk Management or related discipline is an asset
- CIP designation is an asset
VALUES & COMPETENCIES
- High degree of professionalism and integrity
- Superior communication skills
- Committed to excellence in customer service and builds strong relationships at all levels
- Self-starter with strong organizational skills
- Skilled user of the Microsoft Office Suite of products, familiar with insurance customer relationship software
- Demonstrated accountability and reliability in the quality and timeliness of work
- Able to prioritize in a busy environment in order to meet tight deadlines
- Flexible and adaptable with proven problem-solving skills
- Works well within a team and independently
- Critical thinker with high attention to details
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.