- 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.
- 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
- Fields internal client communication via mail, email, phone and/or face to face and identifies clients insurance requirements
- 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)
- Acera Leader in the client and insurance industry through professional writing, speaking and networking engagements
- Supports processes and procedures and past practices; participates in team meetings
- Advocates for changes and additions to service plans that increase value for clients
- 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.
- Ability to maximize efficiencies by leveraging technology, tools resources and information
- Self-guided learner & solves problems with real solutions
- Working towards Level 2 BC Broker License
- Working knowledge of insurance document management software (EPIC) & Policy works
- Skilled user of Microsoft office - Outlook, Word, Excel and Powerpoint
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Associate, Commercial Insurance - Penticton, Canada - Rogers Insurance Ltd.
Description
We put our people first. As an employer of choice, Acera Insurance, formerly CapriCMW Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees.
Our people are:
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.
Job Status
Status: Full-Time, permanent
Pay Range: $45,000 - $55,000 per year, plus annual incentive
Location : Penticton
Job Purpose:
This role is responsible for providing support to the Commercial Client Advisor and Client Executive by processing documents, invoicing premium, preparing cover letters, producing certificates of insurance, schedules, claims reporting, collecting receivables and maintaining file documentation.
Primary duties include, but not limited to, the following:
Competencies & Qualifications:
