Client Coordinator, Bonding

Navacord•Edmonton, AB

10d•Onsite

About The Position

Navacord is one of Canada’s largest insurance, group benefits and pension providers, aiming to provide expert advice in risk management, employee wellbeing and insurance. They attract exceptional talent and build top performing teams across multiple Canadian locations. The Client Coordinator provides centralized administrative support to production and service teams for seamless execution of service strategy. This role is for passionate administrative professionals who can effectively manage workflow, prioritize, and deliver consistent, high-end results on schedule without sacrificing service quality. As a Client Coordinator, you are an Artisan, accommodating and analytical, producing highly precise and accurate work, respecting and seeking direction, requiring strong structure and adherence to rules, with an eye for managing detail-work and always following through.

Requirements

Willingness to invest in professional development, including designations such as CIP, CRM, or CAIB.
Must hold a General Insurance License or be willing to obtain.
Strong understanding of financials (balance sheets, WIP schedules) or willingness to learn, as it relates to surety underwriting.
Excellent relationship-building skills, with a focus on client service and long-term partnerships.
Strong analytical, problem-solving, and organizational skills with high attention to detail.
Effective communication skills and ability to work collaboratively with clients, sureties, and internal teams.

Nice To Haves

An academic background consisting of post secondary education, certificates, industry programs, etc. is preferred.
Interest in or experience with construction, bonding (surety), or commercial insurance is considered a strong asset.
Proficiency in Microsoft Office Suite (Excel skills are an asset).
Experience with EPIC or similar Broker Management Systems is considered an asset.

Responsibilities

Lead by example, live our values, and drive business relationships for the company by providing exceptional customer service.
Develop and maintain strong relationships with clients, sureties, and internal stakeholders, ensuring a high level of trust and long-term partnership.
Support clients with their bonding needs, including bid bonds, performance bonds, labour & material payment bonds, and other surety requirements.
Assist in the preparation and submission of bond requests, including gathering financial information, work-in-progress reports, and supporting documentation for surety review.
Process new business, renewals, and endorsements accurately within EPIC, ensuring all bonding and insurance documentation is up to date.
Proactively follow up on outstanding information from clients and surety markets to ensure timely issuance of bonds.
Maintain accurate and detailed client files, including tracking bond programs, limits, and utilization.
Ensure EPIC workflows are followed, including maintaining and updating claims and bond-related activity.
Ensure accurate and timely servicing, billing, and invoicing of accounts; and
Other duties as required.