Finance & Insurance | Service Associate, Commercial Insurance - FT

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.

SERVICE ASSOCIATE, COMMERCIAL INSURANCE

Acera is looking for an ambitious, engaging experienced Service Associate to join our commercial team. The successful candidate will provide administration support to the commercial team. To succeed, you will need to be confident, efficient and a client focused individual with strong administrative support skills.
   
MAIN RESPONSIBILITIES:

• Process statements of values and certificates of insurance;
• Process new business, renewals and endorsements;
• Use our Broker Management System and follow workflows;
• Review policy declarations and wordings and associated documents for accuracy, completeness; note and correct any errors;
• Assist in the management of renewal lists as necessary;
• Assist in the management of the Director/Manager’s EPIC Homepage;
• Work with the team to ensure service levels and client expectations are met/exceeded;
• Remarket accounts;
• Prepare proposals and submissions;
• Manage Account Receivables;
• All other duties as directed by management.

LOCATION AND STATUS:

Victoria, BC 

Permanent full-time employment (35 hours per week) 

Hours 9am – 5pm 

QUALIFICATIONS:

• General insurance level 2 license required;
• 1-year commercial insurance experience considered an asset;
• CAIB and/or CIP Designation, or on an education plan;
• A diploma/degree in business or other equivalent education is considered an asset;
• Ability to thrive in a fast paced, challenging work environment;
• The love and aptitude for administration work;
• Proficiency with technology including Microsoft Office;
• Work effectively and efficiently in our Broker Management System;
• Knowledge and experience working in EPIC is considered an asset;
• Strong attention to detail; 
• Strong time-management skills;
• Efficient and always looking to improve processes and procedures;
• Critical thinker with excellent problem-solving skills;
• Excellent customer service skills;
• Reliable; 
• Responsive;
• Career focused;
• Self-motivated with strong initiative;
• Strong organizational skills.

VALUES & COMPETENCIES:

• High degree of professionalism and integrity;
• Business acumen;
• Exceptional interpersonal skills;
• Good judgement and decision-making skills; 
• Ability to work independently and collaboratively with an established team;
• Excellent written and verbal communication skills;
• Flexible and adaptable with proven problem-solving skills;
• Displays curiosity; 
• Demonstrates initiative, self-management and a desire to learn and grow.

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.