Client Coordinator

Stone Insurance, Manning, Alberta, Canada

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Job Description

Posted Wednesday, April 16, 2025 at 6:00 AM

Proudly serving Manning and the surrounding communities since 1988. As a third generation family owned brokerage, Stone Insurance prides itself on having local employees specializing in farming, oilfield, transportation, forestry, & home/auto insurance.

With our Navacord partnership, we have maintained our personal touch while leveraging national strength.

THE ROLE

The Account Assistant provides centralized administrative support to our production and service teams to enable seamless execution of our service strategy. Account Assistants are passionate administrative professionals who can effectively manage their workflow around competing priorities without sacrificing service quality, delivering consistent, high-end results on schedule.

As an Account Assistant, you are an artisan—accommodating and analytical, producing highly precise and accurate work. You are:

• Respectful and seeking direction
• Require strong structure and adherence to rules

You have an eye for detail and always follow through.

WHAT YOU’LL DO

• An academic background with 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 be willing to obtain one.
• Possess diplomacy, business acumen, with a focus on customer service and the overall client experience.
• Skills 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) is considered an asset.

WHAT WE REQUIRE

• Insurance or Financial Services experience preferred.
• Willing to invest time in extensive training and obtain your General Insurance License and work towards industry-related professional designations.
• Advanced skills in Outlook, Excel, Word are considered assets.
• Experience with EPIC is an asset.

Stone is actively committed to supporting diversity, equity, and inclusion. We serve and recognize human differences and similarities. We value diversity and encourage women, indigenous peoples, members of visible minorities, people with disabilities, and LGBTQ2+ persons to apply.

Scan this QR code and apply! Download Stone Insurance, Manning, Alberta, Canada