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 insights
Requirements:
• Actively pursuing Level 2 BC Broker License
• Knowledge of EPIC and Policy Works
• Strong skills in...