Client Administrator

Lloyd Sadd Edmonton, Edmonton, Alberta, Canada

Job Description

Posted Monday, April 21, 2025 at 6:00 AM

Lloyd Sadd is a Navacord broker partner, 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 in Alberta and BC, we take pride in our ability to attract exceptional talent and build top performing teams who deliver the best results for our clients. Lloyd Sadd invests time to understand our clients, reducing their total cost of risk, and helping them build stronger organizations.

We Listen. We Think. We Deliver.

THE ROLE

The Client Administrator will be responsible for producing timely and accurate documents and provide administrative support to commercial service delivery teams, including Marketers. Additional responsibilities may include completing a variety of administrative tasks as required as well as providing coverage for reception as needed.

You are a Guardian;

• You like detailed, skill-based work and support the team to ensure things don’t fall through the cracks and you follow up to ensure service commitments are made and kept, on time.
• You are approachable, naturally empathizing with people, easily seeing their point of view or understanding their emotions.
• You are accommodating; most comfortable working with others, often puts team/company goals before personal goals.

WHAT YOU’LL DO:

• Most importantly, you will lead by example, live our values, and drive business relationships for the company by providing exceptional customer service;
• Creating and updating the following in a timely and accurate manner: Submissions, Proposals, Binders, Record Books, Schedules, Renewal Certificates, Pink Cards, Dashboards, Team Sales Sheets, Epic Entry for New Business/Prospects including schedule creation and custom form entry, Policy Document checking including new business and renewals.
• Ordering office supplies for both our Edmonton and Calgary branches including business cards, pink cards, contact sheets, printer toner, binders, stamps and branded items.
• Ensure printers/areas are stocked with paper, binders, and folders.
• Completing new hire baskets.
• Process and distribute mail to all team members; process outgoing mail and ICS courier orders.
• Reception coverage tasks may include but are not limited to: answering phones, greeting external clients, updating of employee lists, ordering catering, and boardroom bookings.
• Processing reports including expiration reports and monthly customer statements and weekly invoices.
• Preparing Pink cards for mailing or return to teams.
• Addition and Deletion of Drivers including updating Epic and schedules.
• Updating claims information in Epic with opening and closing notices.
• Other duties as required.

WHAT WE REQUIRE:

• Minimum 2-years experience in an administrative role.
• High School diploma and/or college certificate required.
• Effective verbal and written communications skills.
• High level of accuracy and attention to detail required.
• Ability to take direction, work independently and within a team.
• Positive and self-motivated.
• Ability to multitask in a fast paced environment.
• High level of proficiency (intermediate level) with Microsoft Office including MS Word, Excel, PowerPoint, Publisher and Outlook.
• Excellent organization, planning and prioritizing skills.
• Ability to meet deadlines with and communicate the status of assignments.
• Strong customer focus with a high degree of resourcefulness, flexibility, and adaptability with shifting priorities.

Lloyd Sadd 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.