Client Renewal & Service Specialist

Navacord Inc.; Edmonton; On-site; CAD 42,000 - 65,000; Full time

Job summary

Navacord Inc. is seeking a Client Associate in Edmonton to blend client coordination and client management, renewing existing accounts, and servicing clients to the highest standards.

You will act as an expert advisor, handling a book of business, communicating with clients, and supporting the producer to obtain, maintain, and grow business. The role requires determining customer needs, negotiating coverages, handling inquiries, and processing transactions, with a focus on delivering exceptional

Qualifications

• Insurance or Financial Services experience preferred.
• Able to obtain General Insurance License and pursue related designations.
• Advanced skills in Outlook, Excel, Word are an asset.

Responsibilities

• Communication with clients and issue client certificates of insurance and pink cards
• Process documents including new business, renewals and endorsements within Epic
• Manage incoming and outgoing mail related to the book of business
• Invoice, transact, and execute on premium finance contracts and premium allocations
• Ensure EPIC workflows are followed
• Maintain Claims information in EPIC which includes; input, update and follow-up with client
• Assist in preparing renewals
• A/R processing and billing
• Follow up on outstanding documents from the Insured or Insurer
• Checking insurance documents for accuracy

Skills

Client coordination

Customer service

Administrative support

Tools

Outlook

Excel

Word

EPIC

Job description

Navacord Inc. is seeking a Client Associate in Edmonton to blend client coordination and client management, renewing existing accounts, and servicing clients to the highest standards.

You will act as an expert advisor, handling a book of business, communicating with clients, and supporting the producer to obtain, maintain, and grow business. The role requires determining customer needs, negotiating coverages, handling inquiries, and processing transactions, with a focus on delivering exceptional