Associate, Commercial Insurance

Job summary

The Associate provides administrative support to the Commercial Insurance team by processing documents, invoicing premiums, and issuing certificates. They also assist with renewal workflows, new business submissions, and the maintenance of account activity lists.

Job details

POSITION OVERVIEW This role is responsible for providing support to the Commercial Insurance teams by processing documents, invoicing premiums, preparing cover letters, producing certificates of insurance and schedules. The Associate handles issuance and sending of certificates, pre-renewal, renewal, new business submissions and proposals as requested, helps with the maintenance of activity lists as requested (Endos, polos, account discrepancies, SOV’s, etc), and supports Commercial and administrative processes, procedures and best practices. While the probationary period is fully in-office, this is a hybrid role based out of the Acera Kelowna-Hardy office location. Competencies & Qualifications: Supports a climate in which teams want to do their best Adaptable to working effectively as a team or independently with the ability to adjust to tight and changing priorities and deadlines. Ability to maximize efficiencies by leveraging technology, tools resources and information Self-guided learner & solves problems with real solutions Level 1 license preferred and working towards Level 2 BC Broker License Working knowledge of insurance document management software (EPIC) & Policy works Skilled user of Microsoft office - Outlook, Word, Excel and Powerpoint Navacord is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply. The salary range for this role is $45,000 to $55,000 per year. Compensation is determined by a combination of factors including a candidate’s experience, job-specific knowledge, and skills. Internal equity to ensure fairness across the organization and region/location is also considered. This role is posted for Acera by Navacord as Acera shifts to operating under the Navacord banner following their 2025-26 merger. Qualified candidates are invited to email their resume and cover letter to: bc.careers@navacord.com.

What you’ll do

The Associate provides administrative support to the Commercial Insurance team by processing documents, invoicing premiums, and issuing certificates. They also assist with renewal workflows, new business submissions, and the maintenance of account activity lists.

Requirements

Candidates should have a working knowledge of insurance software like EPIC and Policy Works, along with proficiency in Microsoft Office. A Level 1 insurance license is preferred, with the expectation of working towards a Level 2 BC Broker License.

Listed skills

• Time management · Preferred
• Teamwork · Preferred
• Problem solving · Preferred
• Microsoft Excel · Preferred
• Microsoft Word · Preferred
• invoicing · Preferred
• Microsoft Outlook · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Document processing
• Invoicing
• Certificate issuance
• Insurance renewals
• New business submissions
• Activity list maintenance
• EPIC software
• Policy Works
• Microsoft Outlook
• Microsoft Word
• Microsoft Excel
• Microsoft PowerPoint
• Time management
• Problem solving
• Teamwork

Job areas

• Finance & Accounting
• Administrative
• Customer Service & Support

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