Client Associate, Commercial Insurance

Lloyd Sadd | Navacord; Kelowna; On-site; CAD 40,000 - 60,000; Full time

Job summary

A leading insurance and financial services provider is seeking a Client Associate in Kelowna. The role involves managing client relationships, processing transactions, and providing exceptional service. Ideal candidates will possess strong organizational skills, a professional demeanor, and a willingness to learn.

Qualifications

• Experience in insurance or financial services preferred.
• Must invest time in extensive training.
• Ability to obtain General Insurance License.

Responsibilities

• Manage client accounts and fulfill their needs.
• Process documents and ensure accuracy in insurance documentation.
• Assist in preparing renewals and follow up on outstanding documents.

Skills

Communication

Organizational Skills

Education

General Insurance License

Tools

EPIC

Outlook

Excel

Word

Job description

Lloyd Sadd Kelowna, Kelowna, British Columbia, Canada

Job Description

Posted Friday, January 24, 2025 at 7:00 AM

Lloyd Sadd is a Navacord broker partner, one of Canada’s largest insurance, group benefits and pension providers. Our goal is to provide our clients with expert advice in risk management, employee wellbeing and insurance. With multiple locations in Alberta and BC, we take pride in our ability to attract exceptional talent and build top performing teams who deliver the best results for our clients. Lloyd Sadd invests time to understand our clients, reducing their total cost of risk, and helping them build stronger organizations.

We Listen. We Think. We Deliver.

THE ROLE

The Client Associate is a blended role of Client Coordinator and Client Manager. The Client Associate plays a central role in renewing existing accounts by servicing clients in assessing and fulfilling their needs to the highest standards of satisfaction. The Client Associate is an expert advisor responsible for managing a book of business, servicing clients in a courteous and professional manner, and assisting the producer in obtaining, maintaining, and expanding business.

The Client Associate is accountable for determining customer needs, negotiating coverages and terms, responding to complaints and inquiries, and processing of transactions.

We are looking for a special, passionate administrative professional who can effectively manage their workflow around competing priorities without sacrificing service quality, and deliver consistent, high end results on schedule. The successful candidate will be detail driven, highly organized, and will be passionate about providing exceptional client service at all levels.

WHAT YOU’LL DO

• Communication with clients and issue client certificates of insurance and pink cards
• Process documents including new business, renewals and endorsements within Epic
• Manage incoming and outgoing mail related to the book of business
• Invoice, transact, and execute on premium finance contracts and premium allocations
• Ensure EPIC workflows are followed
• Maintain Claims information in EPIC which includes; input, update and follow-up with client
• Assist in preparing renewals
• A/R processing and billing
• Follow up on outstanding documents from the Insured or Insurer
• Checking insurance documents for accuracy

WHAT WE REQUIRE

• Insurance or Financial Services experience preferred
• Willing to invest time in extensive training and must be able to obtain your General Insurance License and work towards an industry related professional designations.
• Advanced skills in Outlook, Excel, Word considered an asset
• Experience in EPIC considered an asset

Lloyd Sadd is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.

Lloyd Sadd Kelowna, Kelowna, British Columbia, Canada