Join Acera Insurance as a Commercial Client Associate in gorgeous Salmon Arm, Kelowna, or Vernon, BC. This full-time role is integral in supporting client advisors and managing essential insurance documentation.In this key position, you will process invoices, prepare cover letters, and issue certificates of insurance while engaging in team dynamics to address client needs. Your input will help shape service plans, leveraging technology to maximize effectiveness. You will also handle client communications and maintain organized documentation to support operations.Key Responsibilities:• Handle invoicing and document processing for clients• Assist in new business and renewal submissions• Communicate effectively with clients to identify needs• Manage documentation and maintain activity lists• Support team meetings with valuable insightsRequirements:• Actively pursuing Level 2 BC Broker License• Knowledge of EPIC and Policy Works• Strong skills in Microsoft Office• Able to adapt to a fast-changing environment• Self-motivated with a knack for problem-solvingEnhance your career in commercial insurance with Acera by supporting diverse client needs.#J-18808-Ljbffr
Acera Insurance Commercial Client Associate
ACERA INSURANCE SERVICES LTD.
salmon arm, salmon arm
Published 23 days ago
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