Service Associate, Commercial Insurance

Job summary

The Service Associate reviews and screens new insurance applications while ensuring accurate data entry into insurance portals. They also process renewals, policy changes, cancellations, and maintain strong working relationships with brokers.

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 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 The Service Associate, Commercial Insurance is an important part of the Commercial Insurance team. Working closely with a team of Client Advisors, the Service Associate reviews and screens new insurance applications, ensure accurate entry of information into insurance portals, process renewals, policy changes, cancellations and reinstatement, record and communicate changes, bill accounts, and maintain strong working relationships with brokers. This role does not require prior insurance experience but rather strong excel and word skills as well as high attention to detail and an ability to manage/prioritize tasks in order to balance a busy workload. The keys to success in this role include having strong computer skills, the ability to work collaboratively as part of a team, and the commitment to staying organized in a busy environment with changing priorities. LOCATION AND STATUS Richmond Hill, ON Full-time, permanent QUALIFICATIONS Insurance experience is considered an asset Experience in an office environment is preferred Experience with insurance document management software is considered an asset RIBO license, or working towards, considered an asset CIP or CAIB designation, or working towards is considered an asset VALUES & COMPETENCIES A high degree of professionalism and integrity Superior verbal and written communication skills Committed to excellence in customer service and builds a strong relationship at all levels 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 to meet tight deadlines Flexible and adaptable with proven problem-solving skills Works well within a team and independently Critical thinker with attention to detail 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.

What you’ll do

The Service Associate reviews and screens new insurance applications while ensuring accurate data entry into insurance portals. They also process renewals, policy changes, cancellations, and maintain strong working relationships with brokers.

Requirements

The role requires strong Microsoft Office skills, particularly Excel and Word, along with high attention to detail and the ability to manage a busy workload. While prior insurance experience is not required, professional certifications like RIBO, CIP, or CAIB are considered assets.

Benefits

• Employee ownership opportunities
• Professional development

Listed skills

• Time management · Preferred
• Customer service · Preferred
• Problem solving · Preferred
• Reliability · Preferred
• Collaboration · Preferred
• Attention to detail · Preferred
• Microsoft Excel · Preferred
• Critical Thinking · Preferred
• Data entry · Preferred
• Microsoft Word · Preferred
• Communication Skills · Preferred
• Microsoft Office Suite · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Microsoft Office Suite
• Excel
• Word
• Attention to detail
• Task prioritization
• Customer service
• Communication skills
• Problem-solving
• Collaboration
• Data entry
• Accountability
• Reliability
• Critical thinking
• Time management
• Professionalism
• Brokerage
• Management
• Customer Service
• Communication
• Computer Literacy
• Critical Thinking
• Document Management Systems
• Problem Solving
• Risk Management
• Microsoft Office
• Video Conferencing
• Prioritization
• Teamwork
• Detail Oriented

Job areas

• Finance & Accounting
• Customer Service & Support
• Administrative
• Commercial Insurance Assistant
• Insurance Customer Service Representative
• Insurance Representatives
• Customer Service Representatives

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