Client Coordinator

Lloyd Sadd; Alberta; On-site; CAD 50,000 - 70,000; Full time

Job summary

Lloyd Sadd is seeking a Client Coordinator to provide centralized support to ensure seamless service execution. The ideal candidate will possess a General Insurance License and a commitment to professional development, excelling in customer service and relationship management while adapting to competing priorities.

Qualifications

• Must hold a General Insurance License 1.
• Willing to invest in training and obtaining professional designations (CIP, CRM, CAIB).

Responsibilities

• Lead by example and provide exceptional customer service.
• Process documents including new business, renewals, and endorsements.
• Maintain and update claims information.

Skills

Problem Solving

Communication

Teamwork

Adaptability

Critical Thinking

Innovation

Education

Post Secondary Education

Tools

Microsoft Office Suite

Broker Management Systems (EPIC)

Job description

The Client Coordinator provides centralized administrative support to our production and service teams to allow a seamless execution of our service strategy. Client Coordinator are passionate administrative professionals who can effectively manage their workflow around competing priorities without sacrificing service quality, and deliver consistent, high-end results on schedule.

WHAT YOU’LL DO :

• Most importantly, you will lead by example, live our values, and drive business relationships for the company by providing exceptional customer service;
• A key emphasis on building rapport and relationships and ensuring that strong long-term relationships are created by providing an industry leading level of support to clients in maintaining their insurance needs;
• Process documents including new business, renewals and endorsements within EPIC;
• Timely follow up on outstanding documents from the Insured or Insurer;
• Ensure EPIC workflows are followed including maintaining and updating claims information;
• Ensure accurate and timely servicing and invoicing of accounts; and
• Other duties as required.

WHAT WE REQUIRE :

• An academic background consisting of post secondary education, certificates, industry programs, etc.]
• Willing to invest time in extensive training and obtaining insurance industry related professional designations such as CIP, CRM and CAIB;
• Must hold a General Insurance License 1
• A well-defined sense of diplomacy and business acumen with a focus on customer service and the overall client experience;
• Skill in analysis, problem solving, critical thinking, decision making, teamwork, communication, innovation, and adaptability;
• Proficiency in Microsoft Office Suite
• Experience with internal Broker Management Systems (EPIC) considered an asset.

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