Client Assistant, Surety

NFP; Markham; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A leading insurance firm in York Region is seeking a Client Assistant to provide administrative support for their Surety team. In this role, you will assist Client Managers, prepare renewals, process invoices, and maintain client relationships. The ideal candidate will have 1-3 years of insurance experience and strong Microsoft Office skills. The position offers a hybrid work environment, an annual bonus, and a generous benefits package from day one.

Benefits

Annual bonus plan

5% RRSP matching

Health Care Spending Account

Reimbursement of license fees

Support for continuing education

Qualifications

• Typically, 1-3 years of insurance and/or surety experience is preferred.
• Experience with Epic would be considered an asset.
• Proficient with all of Microsoft Office.

Responsibilities

• Assisting Client Managers to ensure clients needs are met.
• Prepare renewals and endorsements.
• Process invoices and finance contracts.
• Review documentation for accuracy.

Skills

Insurance and/or surety experience

Experience with Epic

Proficient in Microsoft Office

Collaborative work

Organizational skills

Job description

Business Line: Surety

Hours Per Week: 35 (Full-Time)

Location: Markham, Mississauga, Toronto - Hybrid Setting (https://www.nfp.ca/about-nfp/find-an-office)

Job Duration: Full-Time, Permanent

About the Role

The Client Assistant, Surety is responsible for providing administrative support for the daily activities relating to providing Commercial bonds to our customers within the Surety team

What You’ll Do

• Assisting Client Managers to ensure clients needs are met
• Prepare renewals and endorsements
• Process invoices, finance contracts and accompanying client letters
• Assist Accounting to resolve accounts receivable discrepanciesReview of documentation to ensure accuracy
• Establish and maintain positive working relationships with others (internal/external clients)
• Perform other administrative tasks as required

What You Bring

• Typically, 1-3 years of insurance and/or surety experience is preferred
• Experience with Epic would be considered an asset
• Proficient with all of Microsoft Office
• Strong ability to work collaboratively and as an individual contributor
• Good organizational and planning skills, with a proven ability to manage time well in a fast-paced, ever-changing, team-oriented environment

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.

• 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

Accommodations

Accommodations are available on request for candidates taking part in all aspects of the selection process.