23 Aug
|
Acera Insurance Services
|
Penticton
23 Aug
Acera Insurance Services
Penticton
Join Acera Insurance as a Commercial Insurance Associate, where you'll enhance your skills in a full time, employee-owned environment. Focus on client support through proactive document management and premium invoicing. In this integral role, you will assist the Commercial Client Advisor with various tasks, from preparing cover letters to claims reporting.
Emphasizing respect and integrity, you will help maintain comprehensive file documentation and contribute to team discussions to meet client needs. Be part of a community where employee ownership fosters greater engagement. Key Responsibilities:
Facilitate issuance of certificates and insurance proposals
Handle client communications and insurance requirements
Update activity logs for client accounts as necessary
Support team processes and team-oriented efforts
Recommend service plan enhancements for client value Requirements:
Working toward Level 2 BC Broker License
Familiarity with EPIC software
Microsoft Office proficiency required
Ability to work independently and in teams
Self-motivated learner with robust problem-solving abilities Bring your expertise and dedication to enhance Acera Insurance’s commitment to outstanding client service.
📌 Acera Insurance Associate – Commercial Focus Penticton
🏢 Acera Insurance Services
📍 Penticton