Associate, Personal Insurance - Megson FitzPatrick

Jun 20, 2024
Location: 

Victoria, British Columbia, CA

 

We put our people first. As an employer of choice, Acera Insurance, formerly Megson FitzPatrick 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, PERSONAL INSURANCE 

 

Acera is looking for a highly detailed and organized individual to join our Personal Insurance Admin team.  

  

The successful candidate will provide administrative support for our Client Advisors by processing various transactions within the broker management system that covers home, auto, and marine insurance policies. With a detail-oriented approach, the Associate, Personal Insurance will assist in renewal checking, renewal marketing, new business quoting, review the accuracy of the transactions done by Client Advisors, and ensure the information within the broker management system is complete, consistent, and up-to-date. The individual holding this position may also be required to work as part of a team on a variety of short- and long-term projects, where the ability to quickly switch between tasks is required. The successful candidate will use critical thinking, problem-solving and analytical skills daily, maintain a high level of personal and group organization, and work effectively with minimal supervision. A thoughtful and educated approach will be taken by the Associate, Personal Insurance when processing transactions and completing project work, and they will be expected to keep up with industry changes, as well as insurer product offerings and underwriting requirements. 

 

QUALIFICATIONS:

  • Knowledge of personal insurance considered an asset; 

  • Level 1 insurance license required;  

 

LOCATON & STATUS

Victoria, BC 

Permanent full-time employment (35 hours per week) 

Hours: 9am – 5pm 

Salary Range: $45K-$50K

 

VALUES & COMPETENCIES: 

  • Proficient in Microsoft Office and able to quickly learn new computer programs (knowledge of Applied Epic considered an asset);  

  • A willingness to contribute to the continuing development of the department’s processes and procedures; 

  • Actively considers the impact of their work on both the department and the company as a whole;  

  • Demonstrates strong initiative, self-management and a desire to learn and grow.  

  • Excellent time management skills and responsiveness; 

  • Strong organizational skills and the ability to multitask; 

  • High degree of professionalism and integrity; 

  • Exceptional interpersonal skills; 

  • Good judgement in decision-making skills; 

  • Works well within a team and independently; 

  • Excellent written and verbal communication skills; 

  • Flexible and adaptable;  

  • Exceptional attention to detail;  

  • Critical thinker with creative problem-solving skills; 

  • Highly efficient;  

  • Reliable;  

  • Proactive.

 

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.