Client Coordinator, Venture

Lloyd Sadd | Navacord; Alberta; On-site; CAD 45,000 - 60,000; Full time

Job summary

A leading insurance provider in Alberta is seeking a Client Coordinator who excels in administrative support and customer service. This role requires strong attention to detail and the ability to manage competing priorities effectively. The ideal candidate will help maintain client relationships and ensure seamless service delivery, contributing to the overall success of the organization.

Qualifications

• Willing to obtain a General Insurance License.
• Invest time in obtaining professional designations like CIP, CRM, CAIB.

Responsibilities

• Provide exceptional customer service and build strong relationships.
• Process documents including new business, renewals and endorsements.
• Ensure accurate servicing and invoicing of accounts.

Skills

Customer Service

Problem Solving

Communication

Adaptability

Education

Post Secondary Education

Tools

Microsoft Office Suite

EPIC

Job description

Job Description

Posted Tuesday, May 13, 2025 at 6:00 AM

Lloyd Sadd is a Navacord broker partner, one of Canada’s largest insurance, group benefits and pension providers. Our goal is to provide our clients with expert advice in risk management, employee wellbeing and insurance. With multiple locations in Alberta and BC, we take pride in our ability to attract exceptional talent and build top performing teams who deliver the best results for our clients. Lloyd Sadd invests time to understand our clients, reducing their total cost of risk, and helping them build stronger organizations.

We Listen. We Think. We Deliver.

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.

Lloyd Sadd 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.