Client Assistant, Surety

National Financial Partners Corp.; Mississauga, Markham; On-site; CAD 40,000 - 60,000; Full time

Job summary

A financial services firm located in Peel Region, Mississauga, is seeking a Client Assistant in the Surety team to provide administrative support. The role includes assisting Client Managers, preparing renewals, processing invoices, and maintaining client relationships. Candidates should have 1-3 years of insurance experience, proficiency in Microsoft Office, and strong organizational skills. The company promotes a hybrid work environment with various employee benefits, including an annual bonus plan and support for continuing education.

Benefits

Annual bonus plan

Matching RRSP plan

Generous benefits plan

Support for continuing education

Reimbursement of license fees

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.
• Strong ability to work collaboratively and as an individual contributor.
• Good organizational and planning skills.

Responsibilities

• Assist 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 discrepancies.
• Review documentation to ensure accuracy.

Skills

Insurance and/or surety experience

Experience with Epic

Proficiency in Microsoft Office

Collaboration skills

Organizational and planning skills

Job description

Job Category: P&C Insurance Brokerage and Consulting

Requisition Number: CLIEN014382

• Posted : December 3, 2025
• Full-Time

Locations

Showing 1 location

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 discrepancies
• Review 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

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.

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. We contribute to different organizations, including Women in Insurance Cancer Crusade (WICC), Food Banks Canada, Indspire Canada and many more. 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.