Client Assistant, Business Insurance

NFP; Edmonton; Hybrid; CAD 40,000 - 80,000; Full time

Job summary

An established industry player is looking for a detail-oriented individual to join their team in a hybrid role. In this position, you will prepare and verify policy documentation, ensuring accuracy and compliance with underwriting rules. You'll collaborate closely with Insurance Account Managers and Executives, contributing to a supportive team environment. This organization values its employees and offers a PeopleFirst culture, with numerous benefits including a generous health care plan, education support, and a commitment to community service. If you're eager to grow your career in a dynamic environment, this role is an exciting opportunity.

Benefits

Annual bonus plan

Matching RRSP plan

Referral Commission Plan

Health Care Spending Account

Support for continuing education

Reimbursement of license fees

Professional membership dues

Community service opportunities

Qualifications

• Excellent computer skills with MS Office and online systems.
• Detail-oriented with high accuracy in data entry.

Responsibilities

• Prepare and verify policy documentation for accuracy.
• Process cancellation requests and update client files.

Skills

Computer Skills

Detail Orientation

Teamwork

Deadline Management

Education

College Diploma

Tools

MS Word

MS Excel

Outlook

Epic

Job description

Business Line: Commercial Lines

Hours Per Week: 35 (Full-Time)

Location: Edmonton, Alberta - Hybrid (Find an Office)

Job Duration: Full-Time, Permanent

About the Role

We are seeking an eager, detail oriented individual who will prepare, verify and input policy documentation using Insurer portals and broker management system in support of Insurance Account Managers and Account Executives.

What You’ll Do

• Review new business submissions and policy change requests from Account Executives and Account Managers for accuracy, return as necessary for additional input and data-entry
• Ensure relevant documentation is scanned & attached to client file.
• Be fully conversant with the underwriting and binding rules of the main Insurers we deal with.
• Process cancellation requests from Account Managers.
• Order underwriting reports as required.
• Update client files with claims opening and closing notices.
• Perform and assist on projects and other job duties as required.

What You Bring

• Excellent computer skills with working knowledge of MS Word/Excel, Outlook and the Internet
• Detail oriented with high degree of keying accuracy for work with on-line systems
• Strong work ethic with comfort level working in a team environment
• Proven ability to work with and meet deadlines
• College diploma and/or office experience would be considered an asset
• Knowledge of Epic would be considered an asset

Who We Are

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.

Our personal commitment to our team and our clients have created long-lasting and successful relationships across our growing 300+ Canadian, U.K, and U.S. office locations. To learn more, please visit NFP

What’s In It For You

NFP’s PeopleFirst culture offers a multitude of benefits to employees and is a great place to call home.

• A hybrid environment approach that keeps the best interests of our staff and our clients in mind
• Annual bonus plan for all employees
• Matching RRSP plan of 5% of salary
• Referral Commission Plan
• Generous benefits plan including Health Care Spending Account starting on the first day of employment
• Full support for continuing education & internal opportunities to grow as an insurance professional to advance career
• Reimbursement of license fees and professional membership dues
• A global team of industry leaders focused on employee retention, client growth, industry innovation and collaboration

Our employees are the foundation of our success.

NFP is a big company — a growing, inclusive team of individuals supporting each other’s passions and engaging with the community.

Building a diverse, collaborative and innovative team requires leadership, deliberate action, and ongoing measurement. We actively support the well-being of our employees with benefits and programs driven by recognition, community, financial wellness tools, development and inclusion, fostering personal and professional growth that keeps us moving forward.

Beyond our office walls, we’re dedicated to serving the community around us. Every day we make proactive choices to take care of the communities in which we live and work. We contribute to different organizations, including Women in Insurance Cancer Crusade (WICC), Food Banks Canada, Indspire Canada and many more. From charity drives and community service outings to other company-sponsored events, our employees donate their time and raise funds on behalf of great causes across the country.

Our business is built on the personal level. Whether it’s in our offices, on a call, out in the field or anywhere you can find us in the world, we’re starting the conversations that create a more secure future for everyone.

Accommodations are available on request for candidates taking part in all aspects of the selection process.