Client Coordinator, Commercial Lines

Jones DesLauriers; Mississauga; On-site; CAD 42,000 - 54,000; Full time

Benefits offered by this job

Health and Dental Benefits

RRSP Match Program

Bonus

Paid Vacation Time

Sick Days

Additional PTO available

Job summary

Jones DesLauriers in Mississauga is seeking an entry‑level Insurance Administrative Assistant to support the input of new business, renewals, and related documents for commercial insurance. You will prepare forms and maintain client data with accuracy.

The role emphasizes strong communication, attention to detail, and organization, with opportunities to grow in the insurance field. A supportive team environment and healthcare benefits are offered.

Qualifications

• 1 year of insurance experience preferred.
• EPIC brokerage software familiarity preferred.
• University degree preferred.
• RIBO license preferred.
• Working towards CIP or CAIB designation.
• Excellent interpersonal, written and oral communication, and organizational skills.
• Advanced skills in Outlook, Excel, Word.

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.

Skills

Self-starter

Communication skills

Detail-oriented

Organization

Education

University degree

R.I.B.O license preferred

CIP/CAIB in progress

Tools

EPIC brokerage software

Outlook

Excel

Word

Compu-Quote

Job description

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.

WHAT YOU’LL BE RESPONSIBLE FOR :

• 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

WHAT YOU BRING TO THE ROLE :

• 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

WHAT WE OFFER :

• Health and Dental Benefits
• RRSP Match Program
• Bonus
• Paid Vacation Time
• Sick Days
• Additional PTO available

*This is for a new position.

*Navacord DOES NOT utilize artificial intelligence in the screening, assessment, or selection of applicants for this position.

We are committed to providing an inclusive and accessible recruitment and employment experience. Accommodations are available throughout the selection process in accordance with applicable human rights and accessibility legislation. If you require accommodation, let us know and we will work with you to meet your needs.