Client Assistant, Personal Lines Billing Team

NFP Corp; Newmarket; Hybrid; CAD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a Client Assistant to join their growing Personal Lines Admin team in Ontario. This role involves interacting with clients daily and managing essential administrative tasks, including invoicing and claims reporting. The ideal candidate will possess strong organizational skills, a collaborative spirit, and a customer-focused mindset. This dynamic position offers opportunities for professional growth within a supportive environment that values teamwork and community engagement. Join a company recognized for its commitment to employee well-being and development.

Benefits

Annual bonus plan

Matching RRSP plan

Generous benefits plan

Support for continuing education

Reimbursement of license fees

Referral Commission Plan

Qualifications

• Experience in customer service or administrative roles, preferably in insurance.
• Strong organizational and planning skills with the ability to manage time effectively.

Responsibilities

• Manage administrative tasks including preparation of invoices and billing materials.
• Assist with client information packages and reporting of claims.

Skills

Customer Service

Organizational Skills

Time Management

Collaboration

Quick Learning

Education

Post-secondary education

Insurance diploma

Tools

EPIC

Microsoft Office Suite

Job description

Business Line: Personal Lines

Hours Per Week: 35 (Full-Time)

Location: Ontario – Any (https://www.nfp.ca/about-nfp/find-an-office)

Job Duration: Full-Time, Permanent

About the Role

We’re growing our Personal Lines Admin team in Ontario. We are looking for a Client Assistant to interact with clients on a day-to-day basis while managing a variety of administrative tasks. More specifically, Client Assistant will play an essential role in servicing, guiding and resolving our clients’ billing issues.

What You’ll Do

You will manage a variety of administrative tasks including:

• Preparation of invoices and billing material; assisting with requests for payment
• Preparation of pre-renewal client information packages
• Reporting of claims where required

What You Bring

• Post-secondary education – Insurance diploma is an asset
• Some customer service and/or admin experience is an asset – preferably in an insurance environment
• Knowledge of personal lines billing and payment options is an asset
• Strong ability to work collaboratively
• Good organizational and planning skills, with a proven ability to manage time well in a fast-paced, ever-changing, team-oriented environment.
• Quick learner and comfortable in an uncertain/changing environment
• Experience with EPIC or other industry software is an asset
• Proficiency in the Microsoft Office suite of products
• RIBO License is 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 visithttps://nfp.ca

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.