Elevate your career with Acera Insurance as a Commercial Insurance Associate in Kelowna. This full time role focuses on supporting client needs through document processing and communication. As a valued member of the team at Acera Insurance, you will provide essential support to the Commercial Client Advisor and Client Executive.
Responsibilities include processing invoices, managing client communications, and preparing insurance documents. Your proactive approach will be instrumental in enhancing client satisfaction and delivering service excellence. Key Responsibilities:
- Support client advisors by processing documents and invoicing premiums
- Handle internal communications via email, phone, and face-to-face meetings
- Issue certificates, manage renewals, and submit proposals
- Assist in maintaining activity lists and account documentation
- Represent Acera through professional networking and client engagements Requirements:
- Working towards Level 2 BC Broker License
- Familiarity with EPIC software and insurance document management
- Proficient with Microsoft Office Suite
- Self-motivated learner with problem-solving skills
- Adaptable to changing priorities and tasks Become part of Acera Insurance’s innovative team, dedicated to transforming client experiences in the insurance sector.