Client Assistant, Personal Lines Billing Team

NFP, an Aon company (Canada); Windsor; Hybrid; CAD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a Client Assistant for their Personal Lines Admin team. This role involves daily client interaction, managing billing issues, and providing administrative support. You'll prepare invoices, assist with payment requests, and ensure client satisfaction in a fast-paced environment. The company values diversity and inclusion, offering a hybrid work setting and opportunities for professional growth. If you're a quick learner with strong organizational skills, this is a fantastic opportunity to join a supportive team dedicated to client success.

Benefits

Hybrid work environment

Annual bonus

Matching RRSP (5%)

Referral program

Comprehensive benefits

Support for continuing education

Reimbursement for license dues

Qualifications

• Post-secondary education preferred, insurance diploma is a plus.
• Experience in customer service and administration, ideally in insurance.

Responsibilities

• Prepare invoices and assist with payment requests.
• Manage pre-renewal client information packages.
• Report claims as necessary.

Skills

Customer service experience

Administrative skills

Knowledge of personal lines billing

Organizational skills

Collaboration skills

Adaptability

Education

Post-secondary education

Insurance diploma

Tools

Microsoft Office

EPIC or similar software

Job description

Client Assistant, Personal Lines Billing Team

Join to apply for the Client Assistant, Personal Lines Billing Team role at NFP, an Aon company (Canada)

Job Details

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 daily while managing administrative tasks. The role involves servicing, guiding, and resolving clients’ billing issues.

Responsibilities

1. Preparation of invoices and billing materials; assisting with payment requests
2. Preparation of pre-renewal client information packages
3. Reporting of claims where required

Qualifications

• Post-secondary education – Insurance diploma is an asset
• Customer service and/or admin experience, preferably in insurance
• Knowledge of personal lines billing and payment options
• Strong collaborative skills
• Good organizational and planning skills; ability to manage time in a fast-paced environment
• Quick learner, adaptable to change
• Experience with EPIC or similar software is an asset
• Proficiency in Microsoft Office
• RIBO License is an asset

About NFP

NFP, an Aon company, is recognized as a top employer with awards for diversity, equity, and inclusion. We provide risk, workforce, wealth management, and retirement solutions through a people-first approach. We have over 300 offices across Canada, U.K., and U.S. to support our clients and employees.

Benefits

• Hybrid work environment
• Annual bonus
• Matching RRSP (5%)
• Referral program
• Comprehensive benefits including Health Care Spending Account
• Support for continuing education and professional growth
• Reimbursement for license and membership dues

Our Culture and Community Involvement

We foster a diverse, inclusive, and collaborative workplace. Our employees actively participate in community service and charitable activities, supporting causes like Women in Insurance Cancer Crusade, Food Banks Canada, and Indspire Canada. We are committed to employee well-being and professional development.

Accommodations available upon request during the hiring process.