Client Coordinator

Lloyd Sadd; Edmonton; On-site; CAD 45,000 - 65,000; Full time

Job summary

A leading insurance firm seeks a Client Coordinator to provide essential administrative support to service teams. The role focuses on building strong client relationships while managing documentation efficiently. Candidates should possess relevant post secondary education, a General Insurance License, and be willing to pursue additional certifications in the insurance industry.

Qualifications

• Background in post secondary education or relevant industry programs.
• Willingness to pursue insurance certifications (CIP, CRM, CAIB).

Responsibilities

• Lead by example in delivering exceptional customer service.
• Process documents and ensure timely follow up on outstanding items.
• Maintain and update claims information within EPIC.

Skills

Communication

Problem Solving

Critical Thinking

Teamwork

Adaptability

Education

Post secondary education

General Insurance License 1

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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