Broker

Acera Insurance

$80K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-5 years of experience in Commercial Lines (not specifically in marketing or broking)
  • Strong attention to detail
  • Excellent organizational and communication skills
  • Self-starter with advanced skills in Outlook, Excel, Word, and EPIC
  • Ability to structure complex insurance placements creatively

Responsibilities

  • Market various Commercial accounts with minimum premiums of $50K
  • Liaise between Sales team and Underwriters for account management
  • Prepare and review documentation like proposals and market summaries
  • Analyze client operations to identify coverage needs
  • Coordinate renewal strategy discussions with client executives
  • Maintain professional relationships with underwriters and clients
  • Provide exceptional service to Client Advisors and Executives

Benefits

  • Recognizes performance through pay-for-performance compensation structure
  • Opportunities for continuous professional development and training
  • Collaborative team environment
Full Job Description
BROKER

Job Details

Status: Full-Time, Permanent

Location: Burnaby

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 $80,000 - $110,000 CAD annually; the pay offering is based on location and will vary depending on related insurance experience, knowledge, skills, and internal equity.

Job Summary

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.

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.

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