Navacord is one of Canada’s largest insurance, group benefits and pension providers. Our goal is to provide our clients with expert advice in risk management, employee wellbeing and insurance. With multiple locations across Canada, we take pride in our ability to attract exceptional talent and build top performing teams who deliver the best results for our clients. Navacord invests time to understand our clients, reducing their total cost of risk, and helping them build stronger organizations.
THE ROLE
The Client Coordinator provides centralized administrative support to our production and service teams to allow a seamless execution of our service strategy. Client Coordinator are passionate administrative professionals who can effectively manage their workflow around competing priorities without sacrificing service quality, and deliver consistent, high-end results on schedule.
As a Client Coordinator, you are an Artisan, accommodating and analytical while producing highly precise and accurate work. You are;
- Respecting and seeking direction
- Requiring strong structure and adherence to the rules
- An eye for managing detail-work and always following through.
- Most importantly, you will lead by example, live our values, and drive business relationships for the company by providing exceptional customer service;
- A key emphasis on building rapport and relationships and ensuring that strong long-term relationships are created by providing an industry leading level of support to clients in maintaining their insurance needs;
- Process documents including new business, renewals and endorsements within EPIC;
- Timely follow up on outstanding documents from the Insured or Insurer;
- Ensure EPIC workflows are followed including maintaining and updating claims information;
- Ensure accurate and timely servicing and invoicing of accounts; and
- Other duties as required.
- An academic background consisting of post secondary education, certificates, industry programs, etc. is preferred;
- Willing to invest time in extensive training and obtaining insurance industry related professional designations such as CIP, CRM and CAIB;
- Must hold a General Insurance License or willing to obtain;
- A well-defined sense of diplomacy and business acumen with a focus on customer service and the overall client experience;
- Skill in analysis, problem solving, critical thinking, decision making, teamwork, communication, innovation, and adaptability;
- Proficiency in Microsoft Office Suite
- Experience with internal Broker Management Systems (EPIC) considered an asset.
Navacord is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.
Skills Required
- Post-secondary education, certificates, or industry programs
- Willingness to complete extensive training and obtain insurance designations such as CIP, CRM, and CAIB
- General Insurance License or willingness to obtain one
- Diplomacy, business acumen, and customer-service focus
- Analysis, problem-solving, critical thinking, decision-making, teamwork, communication, innovation, and adaptability skills
- Proficiency in Microsoft Office Suite
- Experience with EPIC or another internal broker management system
What We Do
Lloyd Sadd is a Western Canadian insurance brokerage and Navacord broker partner serving clients across Alberta and British Columbia. The company provides expert advice and solutions in commercial insurance, risk management, employee wellbeing, group benefits and pensions. It works to understand clients’ risks, reduce their total cost of risk, and help organizations become stronger through specialized guidance, coverage, and service.
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