Client Associate, Commercial Insurance

Navacord•Edmonton, AB

About The Position

Navacord is 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 across Canada, we take pride in our ability to attract exceptional talent and build top performing teams who deliver the best results for our clients. Navacord invests time to understand our clients, reducing their total cost of risk, and helping them build stronger organizations. The Client Associate is a blended role of Client Coordinator and Client Manager. The Client Associate plays a central role in renewing existing accounts by servicing clients in assessing and fulfilling their needs to the highest standards of satisfaction. The Client Associate is an expert advisor responsible for managing a book of business, servicing clients in a courteous and professional manner, and assisting the producer in obtaining, maintaining, and expanding business. The Client Associate is accountable for determining customer needs, negotiating coverages and terms, responding to complaints and inquiries, and processing of transactions. We are looking for a special, passionate administrative professional who can effectively manage their workflow around competing priorities without sacrificing service quality, and deliver consistent, high end results on schedule. The successful candidate will be detail driven, highly organized, and will be passionate about providing exceptional client service at all levels.

Requirements

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