Broker

Broker

Jul 20, 2024 Location :

Kelowna, British Columbia, CA Kamloops, British Columbia, CA Vernon, British Columbia, CA Penticton, British Columbia, CA Lake Country, British Columbia, CA Salmon Arm, British Columbia, CA West Kelowna, British Columbia, CA

We put our people first. As an employer of choice, Acera Insurance offers an outstanding workplace and employee culture that creates valuable opportunities for all employees.

Our people are :

• Encouraged to challenge the status quo and never stop learning in their commitment to excellence.
• Empowered with a sense of accountability and autonomy to take ownership of their work.
• Treated with respect and act with integrity by putting clients, colleagues, and community first.
• Recognized for their achievements and celebrate festivities, big and small, to make work fun.

We also proudly offer most employees the opportunity to become owners. With over 550 employee owners, Acera Insurance is the only Canadian brokerage that is widely owned by its employees.

Our employee owners have a vested interest and get to share in Acera Insurance’s success which they make possible.

Join our award-winning network of over 1,000 professionals across Canada and change the way people feel about insurance.

Broker

The Broker markets a variety of Commercial accounts varying in size typically at a minimum of $50K in premium on an account basis, liaising between the Sales team and the Underwriters regarding renewal, new business and mid-term account changes, while fulfilling a mentoring and advisory role where needed;

ensuring the needs of the client are met by delivering the highest quality service in communication, documentation and professional integrity.

Job Details

Status : Full-Time, Permanent

Location : Any Interior BC Acera Office

Work Arrangement : In office, hybrid available

Compensation : Acera’s total compensation offerings are based on pay for performance that recognizes exceptional individual and team performance.

The typical hiring range for this position is from $70,000 $90,000 CAD annually; the pay offering is based on location and will vary depending on related insurance experience, knowledge, skills, and internal equity.

Primary duties include, but not limited to, the following :

• Prepare or review and input of documentation, which includes submissions, proposals, comparison spreadsheets, market response summaries, binders / cover notes and endorsements.
• Analyze the clients’ operations and exposure to risk to build out insurance coverages to help protect them from exposure.
• Coordinate the discussion of renewal strategies with client executive teams.
• Handling routine market and coverage inquiries.
• Ensuring accurate processing and receipt of policy documentation.
• Stay informed on industry changes by attending training and other business-related courses including various applicable insurer events.
• Maintaining professional relationships with underwriters, co-workers and clients.
• Providing exceptional and prompt service to Client Advisors and Client Executives.
• Other duties as assigned.

Competencies & Qualifications :

• Supports a cohesive team environment.
• Adaptable to working effectively as a team or independently with the ability to adjust to tight and changing priorities and deadlines.
• Excellent organizational, written & oral communication skills.
• 3-5 years experience in Commercial Lines (not specifically in a marketing or broking role)
• Ability to use creativity in structuring subscription placements, primary and excess, quota share.
• Strong attention to detail.
• Ability to work under pressure from time to time.
• Self-starter with advanced skills in Outlook, Excel, Word and EPIC.
• Experience with Policy Works would be considered an asset.
• Ability to navigate different perspectives and personalities.

Acera Insurance is one of the largest independent, employee-controlled brokerages in Canada. With over 60 locations across Alberta, British Columbia, Ontario, and the Yukon, and $1 billion in gross written premium, our team provides individuals, families and businesses unbiased insurance and risk management solutions that have a distinct Canadian perspective.

Our collaborative work structure combines our people’s strength and expertise to offer greater value, knowledge, and resources to our personal and commercial clients nationwide, including comprehensive group benefits.

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.