Client Coordinator

Stone Insurance, Manning, Alberta, Canada

Job Description

Proudly serving Manning and the surrounding communities since 1988. As a third generation family owned brokerage, Stone Insurance prides itself on having local employees specializing in farming, oilfield, transportation, forestry, & home/auto insurance.

With our Navacord partnership, we have maintained our personal touch while being able to leverage national strength.

THE ROLE

The Account Assistant provides centralized administrative support to our production and service teams to allow a seamless execution of our service strategy. Account Assistants 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.

As an Account Assistant, you are an Artisan, accommodating and analytical while producing highly precise and accurate work. You are:

• Respectful and seeking direction
• Requiring strong structure and adherence to the rules

An eye for managing detail-work and always following through.

WHAT YOU’LL DO

• An academic background consisting of post-secondary education, certificates, industry programs, etc. is preferred;
• 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 or be willing to obtain it;
• 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) is considered an asset.

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 industry related professional designations;
• Advanced skills in Outlook, Excel, and Word are considered an asset;
• Experience in EPIC is considered an asset.

Stone 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.