Client Coordinator, Commercial (Insurance Broker Assistant)

Jones DesLauriers; Mississauga; On-site; CAD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a motivated Client Coordinator to join their dynamic team in the commercial insurance sector. This entry-level position offers a fantastic opportunity for individuals eager to start a career in insurance or those looking to enhance their administrative skills. The successful candidate will be responsible for various tasks, including issuing certificates of insurance, processing documents, and maintaining client information. With a commitment to diversity and inclusion, this company values the unique contributions of every team member and actively encourages applicants from all backgrounds to apply. If you're detail-oriented and possess strong communication skills, this role could be your gateway to a rewarding career in insurance.

Qualifications

• 1 year of insurance experience preferred, with a focus on EPIC software.
• Working towards C.I.P. or C.A.I.B. designation is a plus.

Responsibilities

• Issue and generate certificates of insurance and liability slips.
• Assist with document processing and maintenance of insurance summaries.
• Input claims and new client information into EPIC.

Skills

Interpersonal Skills

Attention to Detail

Written Communication

Oral Communication

Organizational Skills

Education

University Degree

Tools

EPIC Brokerage Software

Outlook

Excel

Word

Job description

Client Coordinator, Commercial (Insurance Broker Assistant)

Jones DesLauriers is looking for talent in the Insurance Industry! We are accepting applications for those who want to start a new career in commercial insurance or those who are motivated by being in an administrative role that offers basic commercial insurance knowledge to help you advance your career. The successful candidate will be responsible for the input of new business and marketing documents, the set-up of new business proposals, and other administrative duties to enhance the team’s effectiveness.

RESPONSIBILITIES

• Issue certificates of insurance for approval from Client Manager
• Generate/issue liability slips for renewals, endorsements, and new business
• Assist with processing documents: renewals, endorsements, and new business
• Generate applications/forms (e.g. SOV, Profits Worksheets etc.) as directed by the Client Manager
• Assist with the maintenance of the summary of insurance
• Update premium comparisons, summaries, executive summaries as directed by a Client Manager
• Input and update of claims and new clients information into EPIC
• Assist with performing Auto Quotes on Compu-Quote when required
• Assist with sending renewal requests to clients 100 days in advance as directed by the Client Manager
• Check policy documents against binders issued
• Creating policy binders for Client Managers
• Assist with processing of mail and endorsements for the team
• Other duties as assigned

REQUIREMENTS

• 1 year of insurance experience and EPIC brokerage software preferred
• University degree preferred
• R.I.B.O license is preferred
• Working towards C.I.P. or C.A.I.B. designation
• Superb interpersonal skills and attention to detail
• Ability to be a self-starter with strong written and oral communication skills as well as organizational skills
• Advanced skills in Outlook, Excel, Word

Jones DesLauriers is actively committed to support 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. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.

Seniority level

Entry level

Employment type

Full-time

Job function

Administrative

Industries

Insurance