Client Coordinator, CL

Clear Destination Inc.; Calgary; On-site; CAD 55,000 - 65,000; Full time

Job summary

Clear Destination Inc. is seeking a Client Coordinator in Calgary to provide centralized administrative support for production and service teams, enabling a seamless execution of our service strategy.

You will manage insurance documents, maintain EPIC workflows, and ensure timely invoicing while building durable client relationships and delivering high-quality service.

Qualifications

• Post-secondary education or industry programs preferred.
• Willing to pursue CIP, CRM and CAIB designations.
• Must hold or be willing to obtain a General Insurance License.
• Diplomacy and business acumen focused on client experience.
• Strong analysis, problem solving, and teamwork skills.
• Proficiency with Microsoft Office Suite.
• EPIC experience is an asset.

Responsibilities

• Provide exceptional customer service and build long-term client relationships.
• Process documents including new business, renewals and endorsements in EPIC.
• Follow up on outstanding documents from insured or insurer.
• Maintain and update claims information in EPIC workflows.
• Ensure accurate servicing and timely invoicing of accounts.
• Collaborate with production and service teams to support the service strategy.
• Perform other duties as required.

Skills

Customer service

Relationship building

Attention to detail

Communication

Problem solving

Teamwork

Adaptability

Education

General Insurance License

Tools

EPIC

Microsoft Office

Job description

THE ROLE
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.

As a Client Coordinator, you are an Artisan, accommodating and analytical while producing highly precise and accurate work. You are;

• Respecting 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:

• 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. 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 willing to obtain;
• 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.