Kelowna Commercial Insurance Associate

Advance your career at Acera Insurance as a Commercial Insurance Associate in Kelowna, Hardy. Provide crucial support to client advisors and manage essential documentation in this full-time role.
This full-time position focuses on supporting the Commercial Client Advisor and Client Executive through various tasks, including processing documents and maintaining accurate client records. Your role will involve effective communication and collaboration with internal teams to meet client insurance needs.
Key Responsibilities:
• Assist with documentation and invoicing for insurance needs
• Facilitate client communication through diverse channels
• Issue certificates and manage new business submissions
• Participate in team meetings regarding client progress
• Recommend service plan improvements for enhanced client value
Requirements:
• Pursuing Level 2 BC Broker License
• Proficient in Microsoft Office Suite applications
• Knowledgeable in EPIC and Policy Wor...