Associate, Commercial Insurance, Salmon Arm
Associate, Commercial Insurance, Salmon Arm
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Salmon Arm, Canada
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Posted: less than a week ago
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Description
Associate, Commercial Insurance May 6, 2026 | Locations: Vernon, Salmon Arm, Kelowna, British Columbia, Canada
Job Status Status: Full-Time
Location: Salmon Arm, Kelowna or Vernon, BC
Pay Range: $45,000 - $55,000 CAD annually (based on location and experience)
Job Purpose This role is responsible for providing support to the Commercial Client Advisor and Client Executive by processing documents, invoicing premium, preparing cover letters, producing certificates of insurance, schedules, claims reporting, collecting receivables and maintaining file documentation.
Primary Duties
Contributes in regular meetings with team to ensure you are up to date on all pending client issues, changing needs, implementing service plans, and other issues
Fields internal client communication via mail, email, phone and/or face to face and identifies clients insurance requirements
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)
Acera Leader in the client and insurance industry through professional writing, speaking and networking engagements
Supports processes and procedures and past practices; participates in team meetings
Advocates for changes and additions to service plans that increase value for clients
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
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
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
Job Status Status: Full-Time
Location: Salmon Arm, Kelowna or Vernon, BC
Pay Range: $45,000 - $55,000 CAD annually (based on location and experience)
Job Purpose This role is responsible for providing support to the Commercial Client Advisor and Client Executive by processing documents, invoicing premium, preparing cover letters, producing certificates of insurance, schedules, claims reporting, collecting receivables and maintaining file documentation.
Primary Duties
Contributes in regular meetings with team to ensure you are up to date on all pending client issues, changing needs, implementing service plans, and other issues
Fields internal client communication via mail, email, phone and/or face to face and identifies clients insurance requirements
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)
Acera Leader in the client and insurance industry through professional writing, speaking and networking engagements
Supports processes and procedures and past practices; participates in team meetings
Advocates for changes and additions to service plans that increase value for clients
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
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
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
Highlights
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Company nameAcera Insurance
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Job positionAssociate, Commercial Insurance
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