Client Assistant, Personal Lines Lloyds Department

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

Job summary

An established industry player is seeking a dedicated Client Assistant to join their Personal Lines Lloyds Department. This role is essential in supporting the underwriting and sales teams through various tasks including updating client files, processing documents, and managing inquiries. The ideal candidate will thrive in a hybrid work environment, showcasing strong organizational and critical thinking skills. With a commitment to diversity and employee growth, this company offers a supportive culture and numerous benefits, making it an exciting opportunity for individuals looking to advance their careers in a collaborative setting.

Benefits

Annual bonus plan

Matching RRSP plan (5%)

Referral bonus program

Comprehensive health benefits

Support for continuing education

Reimbursement for license fees

Qualifications

• Ability to manage time effectively and work collaboratively.
• Experience with EPIC or similar software is an asset.

Responsibilities

• Update client files and process new business documents.
• Assist in managing payment inquiries and account summaries.

Skills

Detail-oriented

Critical thinking

Organizational skills

Collaboration

Microsoft Office proficiency

Customer service

Education

RIBO license

Experience in equine field

Tools

EPIC software

Microsoft Excel

Job description

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

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

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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 various daily tasks.

What You’ll Do

• Update EPIC client files with all applicable policy and client data (e.g., customer information, policy details, coverages, billing)
• Process and issue new business, renewal, endorsement, and cancellation documents
• Complete portal transactions and changes for client policies
• Prepare Account Summaries, Renewal letters, and New Business letters
• Assist producers and account managers with applications
• Manage NSF list and follow up on missing payments
• Address payment inquiries from producers and account managers
• Scan and attach relevant documents to client files for documentation
• Perform other duties as assigned

What You Bring

• Ability to work collaboratively in a hybrid environment
• Detail-oriented with strong critical thinking skills
• Professional, friendly, and courteous in interactions
• Excellent organizational and planning skills, with proven ability to manage time effectively
• Experience with EPIC or similar industry software is an asset
• Proficiency in Microsoft Office, especially Excel
• RIBO license or progress towards obtaining it is an asset
• Knowledge or experience in the equine field is an asset

Who We Are
NFP, an Aon company, is a multiple award-winning organization recognized for its inclusive culture and commitment to diversity. We are advisors and problem solvers helping clients manage risks and opportunities worldwide. With over 300 offices across Canada, the UK, and the US, we foster a collaborative, innovative environment.

What’s In It For You
Our PeopleFirst culture offers numerous benefits, including:

• Annual bonus plan
• Matching RRSP plan (5%)
• Referral bonus program
• Comprehensive benefits including Health Care Spending Account from day one
• Support for continuing education and career growth
• Reimbursement for license fees and professional memberships
• Engagement with industry leaders and a focus on employee retention and innovation

We value our employees as the foundation of our success. We are committed to fostering an inclusive, supportive, and community-oriented workplace. Accommodations are available upon request for candidates during the selection process.