Realty General Operations Support - Burnaby, Canada - Acera

Acera

Verified Company

Burnaby, Canada

6 days ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Location and Status

Fulltime
Burnaby, BC

The Company

CapriCMW is a uniquely independent, employee-owned insurance and risk management company, recognized as one of Canada's top commercial insurance brokers.

With decades of experience and specialized knowledge in local sectors, CapriCMW has served as trusted advisors to businesses and individuals since 1975.

We provide general insurance services for commercial property, liability, professional and executive liability, construction and contract surety bonding, and auto.

Our clients are B.C. based and often with international operations.

We Are Growing
CapriCMW has recently merged with Rogers Insurance and will be known as Acera Insurance.

The merger combines the strength and stability of two award-winning independent and employee-controlled companies, consolidating a wide range of professional expertise and decades of experience in insurance, risk management and group benefits.

With 1,000 employees located in over 50 offices across Alberta, BC, Ontario and the Yukon, along with $1 billion in gross written premium, we're positioned to be a leading national insurance brokerage with deep roots in the local communities which we continue to serve.

Job Summary

The Realty General Operations Support role is the primary contact for all operation and training tasks related to realty business and the liaison between Sales, Servicing, Broking and Underwriting functions.

This role is responsible for overseeing all Realty needs and the implementation of changes, new initiatives, and corrective measures with the support of key stakeholders from different departments including Sales and Underwriting.

Essential Job Functions:

Primary duties include, but are not limited to:

Legislation & Compliance
Staying informed on provincial legislation and guidelines and implementing changes as required (updating workflows, creating/updating documents and correspondence, communicating and training staff)
Encompass all Realty business written throughout the organization and not just within Real Estate department
Coordinate with Commercial Operations team as needed
Compliance auditing on all Real Estate business
Epic workflows & training
First line of support for staff on issues, questions etc., including support for Commercial Client staff on Real Estate workflows
Facilitating any transferred business in Realty department (Epic coding, reporting)
Audit support
Production/Transactions (producer commissions, transferred business etc.)
Working with Underwriting team on file audits to implement updates to workflows or additional training if needed
Oversight and support of the account renewal process
New staff onboarding & training for Sales & Service staff

Documents

Working with the Operations team on any document updates required (Sales collateral, Epic documents.)
Liaison between Sales/Service and Underwriting
Working with Commercial teams across Acera to ensure workflows are being followed and optimized
Updating Epic coding/configuration as needed

Employee Intranet

Managing database with all documents, sales and risk management bulletins
Project work including but not limited to:

Existing system integrations

updating workflows, training staff, and assisting with Acera-wide Realty integration (any changes in workflows, processes etc.)
New system implementations workflow development, handoffs between business units, data integrity, training

Qualifications and Soft Skill Requirements:

Selfstarter, problem solver, change champion, exceptional communicator, good with people
Some organizational knowledge and willingness to learn various roles and functions within the Realty team
In the office on regular basis as a resource to staff

Why Join our Team?
As a valued member of the CapriCMW's family, you will be awarded a competitive annual salary, evaluated on your education, skills, and experience, including:

Generous incentives and bonus programs
Employee ownership opportunities
Life, disability, health, and dental insurance coverage
Group RRSP program
Employermatched pension plan
Discounts on CapriCMW's services and products
Employee Assistance Program
Wellness and Lifestyle Spending Accounts
Career development through leadership training and learning resources
Be a part of an awardwinning network of 500+ professionals in 17 offices across BC, Yukon, and Ontario
And many more

CapriCMW offers a fun, collaborative work environment with lots of opportunity for long-term professional and personal growth.

As an independent, employee-owned company, we are proud to be named one of the Best Workplaces in Canada by Great Place to Work.