Service Associate, Commercial Insurance

 

We put our people first. As an employer of choice, Acera Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees. 

  

Our people are:

• Encouraged to challenge the status quo and never stop learning in their commitment to excellence.
• Empowered with a sense of accountability and autonomy to take ownership of their work.
• Treated with respect and act with integrity by putting clients, colleagues, and community first.
• Recognized for their achievements and celebrate festivities, big and small, to make work fun.

  

We also proudly offer most employees the opportunity to become owners. With over 700 employee owners, Acera Insurance is the only Canadian brokerage that is widely owned by its employees. Our employee owners have a vested interest and get to share in Acera Insurance’s success — which they make possible.

  

Join our award-winning network of over 1,300 professionals across Canada and change the way people feel about insurance.

 

SERVICE ASSOCIATE, COMMERCIAL INSURANCE

 

Your attention to detail and customer service focus are the keys to success in the role of Associate, Commercial Insurance. This non-client facing role is responsible for providing support to the commercial insurance teams by processing policy documents, invoicing premiums, preparing cover letters, producing pink cards and certificates of insurance, schedules, claims reporting and maintaining file documentation.

 

 

LOCATION AND STATUS

• Newmarket, ON
• Full-time, permanent

 

KEY RESPONSBILITIES (and not limited to):

 

• Provide administrative and operational support to the commercial insurance team
• Process policy documents including new business, endorsements, cancellations, and renewals
• Prepare cover letters, certificates of insurance, pink cards, and policy schedules
• Invoice premiums and assist with payment processing and reconciliation
• Maintain accurate and up-to-date client files and documentation; and set up new client profiles and update client records in Epic (broker management system)
• Monitor daily payment reports from Acera accounting for accuracy
• Handle NSF (non-sufficient funds) payment re-collections for internally financed policies
• Distribute documents including Monthly Pay Agreements and cancellation requests
• Prepare and submit loss notices and claims reports to insurers
• Coordinate Google review requests and referral thank-you correspondence

• Complete other duties as assigned

 

 

 QUALIFICATIONS

• 2+ years of related Insurance experience preferred
• Post-secondary certificate, diploma, degree is an asset
• RIBO license, or working towards, considered an asset
• CIP or CAIB designation, or working towards is considered an asset

 

VALUES & COMPETENCIES

• High degree of professionalism and integrity
• Committed to excellence in customer service and builds strong relationships with clients
• Skilled user of the Microsoft Office Suite of products
• Experience with insurance document management software is an asset
• Demonstrated accountability and reliability in the quality and timeliness of work
• Flexible and adaptable with proven problem-solving skills
• Works well within a team and independently and able to adjust to tight and changing deadlines
• Critical thinker with strong attention to details

 

COMPENSATION

Salary Range: $40,000 - $45,000 CAD annually

Actual total compensation will be determined based on factors such as a candidate’s relevant experience, knowledge, skills, location, and internal equity.

 

VACANCY: This position is for an existing vacancy.

 

USE OF ARTIFICIAL INTELLIGENCE

Our recruitment process may be completed with video conference technology.

 

Acera Insurance is the largest independent, employee-controlled brokerage in Canada. We are proudly 100% Canadian owned and operated. With over 70 locations across British Columbia, Alberta, Saskatchewan, Ontario, Nova Scotia, and the Yukon, $1.4 billion in gross written premium, and $1.3 billion group retirement savings assets under management, our team provides individuals, families and businesses unbiased insurance and risk management solutions that have a distinct Canadian perspective. Our collaborative work structure combines our people’s strength and expertise to offer greater value, knowledge, and resources to our personal and commercial clients nationwide, including comprehensive group benefits.

  

Acera Insurance is an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply.