Commercial Insurance Associate At Acera (Kelowna)

Commercial Insurance Associate At Acera (Kelowna)

30 Oct
|
Acera Insurance Services
|
Kelowna

30 Oct

Acera Insurance Services

Kelowna

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 premiumsHandle internal communications via email, phone, and face-to-face meetingsIssue certificates, manage renewals,



and submit proposalsAssist in maintaining activity lists and account documentationRepresent Acera through professional networking and client engagementsRequirements:Working towards Level 2 BC Broker LicenseFamiliarity with EPIC software and insurance document managementProficient with Microsoft Office SuiteSelf-motivated learner with problem-solving skillsAdaptable to changing priorities and tasksBecome part of Acera Insurance's innovative team, dedicated to transforming client experiences in the insurance sector.

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

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