Client Assistant, Personal Lines Lloyds Department

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

Job summary

An innovative firm is seeking a Client Assistant/Account Administrator to join their Personal Lines department. This role is pivotal in supporting the underwriting and sales teams, ensuring accurate client data management and document processing. The ideal candidate will thrive in a hybrid environment, demonstrating excellent organizational skills and attention to detail. With a commitment to employee growth and community engagement, this company offers a supportive culture and numerous benefits, making it an excellent place to build a career in the insurance industry.

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

Qualifications

• Strong ability to work collaboratively in a hybrid environment.
• Detail-oriented with high-level critical thinking ability.

Responsibilities

• Update client files with policy and client data.
• Process new business, renewal, and cancellation documents.
• Assist account managers with applications and inquiries.

Skills

Detail-oriented

Critical thinking

Organizational skills

Collaborative work

Education

RIBO license

Tools

EPIC

Microsoft Office

Job description

Business Line: Personal Lines

Hours Per Week: 35 (Full-Time)

Location: Ontario – Any, Hybrid 3 days (https://www.nfp.ca/about-nfp/find-an-office)

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

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

What You Bring

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

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 https://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.

• 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.

We understand that more people mean more experience, more expertise, more diversity of thought and more opportunities to understand the world we share together. By embracing organic collaboration and innovation, we are able to integrate an array of ideas and perspectives to continuously refine what we do and how we do it.

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. 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.