Client Associate, Commercial Insurance, Real Estate

Waypoint; Burnaby; On-site; CAD 45,000 - 60,000; Full time

Job summary

Navacord is seeking a Client Associate/Account Administrator to provide administrative and technical support to the Real Estate team, ensuring accurate documentation and timely processing in EPIC. This on-site role is based at our Burnaby office and focuses on servicing commercial real estate accounts with risk awareness and client service excellence.

You will prepare certificates, process policy documents, invoices and submissions, and maintain client records while collaborating with Risk

Qualifications

• Level 1 BC Insurance Licence preferred.
• Commercial insurance or related administrative experience is an asset.
• Strong attention to detail, organization and time-management.
• Ability to manage multiple priorities and deadlines.
• Strong communication and teamwork skills.
• Experience with EPIC and Microsoft Office is an asset.

Responsibilities

• Prepare certificates of insurance, cover notes, coverage summaries and other client documentation.
• Process policy documents, endorsements, applications and renewal information.
• Prepare invoices and support premium and receivables follow-up.
• Prepare submissions, proposals and other materials in support of new business and renewals.
• Assist with formatting client documents, including letters, proposals, and emails tailored to clients.
• Maintain, update, and organize correspondence and documentation for entry into EPIC as required.
• Maintain accurate client, property and policy information in EPIC.
• Assist with claims reporting and related documentation.
• Monitor outstanding activities, documentation and account requirements to ensure timely completion.
• Identify missing information or coverage concerns and escalation to the appropriate team member.
• Escalate complex or urgent issues to Account Managers or leadership as appropriate to ensure timely resolution.
• Stay up to date on company risk appetite, underwriting requirements, and Binding Authorities relevant to commercial accounts.
• Work closely with Risk Advisors and Client Managers to support the servicing needs of Real Estate clients.
• Develop and maintain professional relationships with insurance underwriters and industry partners.
• Communicate effectively with internal and external stakeholders to support service delivery and client needs.
• Attend industry, broker, and company events as appropriate to strengthen market knowledge and professional relationships.

Skills

Attention to detail

Time management

Communication

Teamwork

Multitasking

Education

Level 1 BC Insurance Licence (preferred)

Tools

EPIC

Microsoft Office

Job description

The Client Associate/Account Administrator provides administrative and technical support to the Real Estate team, working closely with Risk Advisors and Client Managers to ensure accurate documentation, timely processing and a consistent client experience. The role supports day-to-day servicing of commercial real estate accounts while maintaining accurate client and policy information in EPIC.

This is an on-site role at our legacy Acera office location in Burnaby.

RESPONSIBILITIES:

Documentation & Processing

• Prepare certificates of insurance, cover notes, coverage summaries and other client documentation.
• Process policy documents, endorsements, applications and renewal information.
• Prepare invoices and support premium and receivables follow-up.
• Prepare submissions, proposals and other materials in support of new business and renewals.
• Assist with formatting client documents, including letters, proposals, and emails tailored to clients.
• Maintain, update, and organize correspondence and documentation for entry into EPIC as required.

File Review & Policy Support

• Maintain accurate client, property and policy information in EPIC.
• Assist with claims reporting and related documentation.
• Monitor outstanding activities, documentation and account requirements to ensure timely completion.
• Identify missing information or coverage concerns and escalation to the appropriate team member.
• Escalate complex or urgent issues to Account Managers or leadership as appropriate to ensure timely resolution.
• Stay up to date on company risk appetite, underwriting requirements, and Binding Authorities relevant to commercial accounts.

Relationship Building & Industry Knowledge

• Work closely with Risk Advisors and Client Managers to support the servicing needs of Real Estate clients.
• Develop and maintain professional relationships with insurance underwriters and industry partners.
• Communicate effectively with internal and external stakeholders to support service delivery and client needs.
• Attend industry, broker, and company events as appropriate to strengthen market knowledge and professional relationships.

Additional duties and responsibilities may be added during the course of employment.

Requirements:

• Level 1 BC Insurance Licence preferred.
• Commercial insurance or related administrative experience is an asset.
• Strong desire to build a career in commercial insurance with a focus on small business clients.
• Strong attention to detail, organization and time-management skills.
• Ability to manage multiple priorities and deadlines.
• Strong communication and teamwork skills.
• Experience with EPIC and Microsoft Office is an asset.

Navacord is deeply committed to fostering a workplace that embraces diversity, equity, and inclusion. We honour and respect the unique backgrounds, experiences, and perspectives of all individuals. We actively encourage women, Indigenous peoples, members of visible minorities, people with disabilities, and LGBTQ2+ persons to apply.

If you require accommodations during the recruitment process or in the workplace due to a disability or other needs, please let us know. We will work with you to ensure the necessary arrangements are in place to support.

The salary range for this role is $45,000 to $60,000 per year. Compensation is determined by a combination of factors including a candidate’s experience, job-specific knowledge, and skills. Internal equity to ensure fairness across the organization and region/location is also considered.