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 qualified 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 creative team, dedicated to transforming client experiences in the insurance sector.

📌 Commercial Insurance Associate At Acera Kelowna
🏢 Acera Insurance Services
📍 Kelowna