Client Assistant, Personal Lines Lloyds Department

CLIEN013368_8

Business Line: Personal Lines

Hours Per Week: 35 (Full-Time)

Location: Ontario – Any, Hybrid 3 days

Job Duration: Full-Time, Permanent

About The Role
We’re looking for a multi-faceted Client Assistant/Account Administrator to serve as an integral member of our Personal Lines Lloyds department, assisting both in the property and equine divisions. In this role, you will provide support to our underwriting team as well as the sales and service teams through assigned daily tasks.

What You’ll Do

1. Update EPIC client files with all applicable policy and client data (i.e. customer information, policy information, coverages and billing)
2. Process and issue new business, renewal, endorsement and cancellation documents
3. Complete portal transactions and changes for new, cancelled and existing client policies
4. Processing / Preparation of Account Summaries, Renewal letters and New Business letters
5. Assist producers and account managers with applications
6. Manage NSF list and follow up with account managers for missing payments
7. Assist producers and account managers with payment inquiries
8. Scan and attach relevant documents to client file for proper documentation
9. Other duties as assigned

What You Bring

1. Strong ability to work collaboratively in a hybrid environment
2. Detail-oriented and high-level critical thinking ability
3. Professional, friendly and courteous in all interactions
4. Good organizational and planning skills, with a proven ability to manage time well in a fast-paced, ever-changing, team-oriented environment
5. Experience with EPIC or other industry software is an asset
6. Proficiency in the Microsoft Office suite of products, specifically Excel
7. RIBO license or working towards RIBO is an asset
8. Knowledge or experience of any kind in the equine field 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.

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.

1. Annual bonus plan for all employees
2. Matching RRSP plan of 5% of salary
3. Referral Commission Plan
4. Generous benefits plan including Health Care Spending Account starting on the first day of employment
5. Full support for continuing education & internal opportunities to grow as an insurance professional to advance career
6. Reimbursement of license fees and professional membership dues
7. 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.