Service Associate, Commercial Insurance (Kelowna)

Service Associate, Commercial Insurance Location: Newmarket, ON, CA About the Role Your attention to detail and customer service focus are 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. Key Responsibilities 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; 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, or 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 building 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, able to adjust to tight and changing deadlines Critical thinker with solid 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. Equal Opportunity Employer 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. #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2o0kfp