Client Assistant, Business Insurance

NFP, an Aon company; Grande Prairie; On-site; CAD 45,000 - 55,000; Full time

Job summary

A leading company in Grande Prairie seeks a detail-oriented individual to support Insurance Account Managers and Account Executives by preparing and verifying policy documentation. The role requires excellent computer skills and attention to detail. Join a supportive team that values diversity and professional development, with numerous benefits including a hybrid work environment and annual bonus plan.

Benefits

Hybrid work environment

Annual bonus plan

Matching RRSP plan

Referral commission plan

Health Care Spending Account

Support for continuing education

Reimbursement for license fees

Qualifications

• Detail-oriented with a high degree of keying accuracy.
• Proven ability to work with and meet deadlines.

Responsibilities

• Review new business submissions and policy change requests.
• Ensure relevant documentation is scanned and attached to client files.
• Process cancellation requests from Account Managers.

Skills

Attention to Detail

Teamwork

Time Management

Education

College Diploma

Tools

MS Word

Excel

Outlook

Epic

Job description

CLIEN013519_1

Business Line: Commercial Lines

Hours Per Week: 35 (Full-Time)

Location: Grande Prairie, Alberta (https://www.nfp.ca/about-nfp/find-an-office)

Job Duration: Full-Time, Permanent

Job Type: In person, 5 days a week

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 systems 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 and attached to client files.
• 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 a high degree of keying accuracy for work with online systems.
• Strong work ethic with comfort 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, and has earned the 5-Star Diversity, Equity, and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are a team of consultative advisors and problem solvers, helping clients address risk, workforce, wealth management, and retirement challenges through tailored solutions and a people-first approach.

Our commitment to our team and clients has fostered long-lasting relationships across our 300+ offices in Canada, the U.K., and the U.S. to learn more, visit https://nfp.ca

What’s In It For You

NFP’s PeopleFirst culture offers numerous benefits, including:

• A hybrid work environment prioritizing staff and client interests.
• Annual bonus plan for all employees.
• Matching RRSP plan of 5% of salary.
• Referral commission plan.
• Generous benefits, including Health Care Spending Account from day one.
• Support for continuing education and internal career growth opportunities.
• Reimbursement for license fees and professional memberships.
• A global team focused on retention, growth, innovation, and collaboration.

Our employees are the foundation of our success. We support diversity, inclusion, community engagement, and professional development, fostering a supportive environment where everyone can thrive.