Hybrid Surety Client Services Coordinator

NFP; Markham; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A leading insurance firm in York Region is seeking a Client Assistant to provide administrative support for their Surety team. In this role, you will assist Client Managers, prepare renewals, process invoices, and maintain client relationships. The ideal candidate will have 1-3 years of insurance experience and strong Microsoft Office skills. The position offers a hybrid work environment, an annual bonus, and a generous benefits package from day one.

Benefits

Annual bonus plan

5% RRSP matching

Health Care Spending Account

Reimbursement of license fees

Support for continuing education

Qualifications

• Typically, 1-3 years of insurance and/or surety experience is preferred.
• Experience with Epic would be considered an asset.
• Proficient with all of Microsoft Office.

Responsibilities

• Assisting Client Managers to ensure clients needs are met.
• Prepare renewals and endorsements.
• Process invoices and finance contracts.
• Review documentation for accuracy.

Skills

Insurance and/or surety experience

Experience with Epic

Proficient in Microsoft Office

Collaborative work

Organizational skills

Job description

A leading insurance firm in York Region is seeking a Client Assistant to provide administrative support for their Surety team. In this role, you will assist Client Managers, prepare renewals, process invoices, and maintain client relationships. The ideal candidate will have 1-3 years of insurance experience and strong Microsoft Office skills. The position offers a hybrid work environment, an annual bonus, and a generous benefits package from day one.