Associate, Signature Insurance

Job summary

The Associate is responsible for managing administrative workflows, including account reconciliations, policy documentation reviews, and identifying coverage gaps. They also support the Signature Insurance team by investigating accounting anomalies and coordinating with brokers and underwriters.

Job details

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 650 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 1,200 professionals across Canada and change the way people feel about insurance. ASSOCIATE, SIGNATURE INSURANCE The Associate, Signature Insurance is dedicated to supporting the Signature Insurance team. Your strong organizational skills along with a high attention to detail are the keys to success in this role. This role is responsible for managing and controlling administrative workflow, investigating accounting anomalies including statement differences and account reconciliations, binders, spreadsheet and letter creation, verifying and reviewing policy information and documentation for errors, advising brokers of errors and requesting re-writes from underwriters, monitoring delays in documents to clients (internal or external), processing changes on broker portals, reviewing renewals and identifying missing coverages. LOCATION AND STATUS Vernon, BC or Kelowna, BC Full-time, permanent Salary Range: $50,000 - $55,000 QUALIFICATIONS 2+ years of related and progressive experience in the insurance industry with a strong working knowledge of personal insurance products Experience servicing and reviewing Elite markets (Chubb Insurance, Aviva Ovation and Intact Prestige) would be considered an asset Alberta or BC Level 1 General Insurance License with the desire to obtain Level 2 CIP designation is an asset VALUES & COMPETENCIES Critical thinker with high attention to details High degree of professionalism and integrity Superior communication skills Committed to excellence in customer service and builds strong relationships at all levels Self-starter with strong organizational skills Skilled user of the Microsoft Office Suite of products, familiar with insurance customer relationship software Demonstrated accountability and reliability in the quality and timeliness of work Able to prioritize in a busy environment in order to meet tight deadlines Flexible and adaptable with proven problem-solving skills Works well within a team and independently Acera Insurance is the largest independent, employee-controlled brokerage in Canada. We are proudly 100% Canadian owned and operated. With over 60 locations across British Columbia, Alberta, Saskatchewan, Ontario, Nova Scotia, and the Yukon, and $1.3 billion in gross written premium, 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.

What you’ll do

The Associate is responsible for managing administrative workflows, including account reconciliations, policy documentation reviews, and identifying coverage gaps. They also support the Signature Insurance team by investigating accounting anomalies and coordinating with brokers and underwriters.

Requirements

Candidates must have 2+ years of experience in the insurance industry and a strong working knowledge of personal insurance products. A Level 1 General Insurance License for Alberta or BC is required, with a preference for those holding or pursuing a CIP designation.

Benefits

• Employee ownership opportunities
• Professional development

Listed skills

• Time management · Preferred
• Customer service · Preferred
• Problem solving · Preferred
• Attention to detail · Preferred
• Critical Thinking · Preferred
• Data entry · Preferred
• Communication Skills · Preferred
• Microsoft Office Suite · Preferred
• Relationship Building · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Insurance administration
• Account reconciliation
• Policy documentation review
• Critical thinking
• Attention to detail
• Communication skills
• Customer service
• Microsoft Office Suite
• Organizational skills
• Problem-solving
• Time management
• Data entry
• Relationship building
• Professionalism
• Integrity
• Account Reconciliation
• Self-Starter
• Insurance Industry
• Accountability
• Workflow Management
• Organizational Skills
• Accounting
• Underwriting
• Brokerage
• Customer Service
• Communication
• Critical Thinking
• General Insurance
• Problem Solving
• Risk Management
• Microsoft Office
• Prioritization
• Advising
• Detail Oriented

Job areas

• Finance & Accounting
• Administrative
• Customer Service & Support
• Insurance Associate
• Underwriting Assistant
• Statistical, Finance and Insurance Clerks
• Insurance Claims and Policy Processing Clerks

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