Personal Insurance Client Administrator

Navacord • Edmonton, AB

4d

About The Position

The Personal Insurance Client Administrator provides centralized administrative support to our personal insurance team to allow a seamless execution of our home & auto service strategy. Personal Insurance Client Administrators are passionate administrative professionals who can effectively manage their workflow around competing priorities without sacrificing service quality, and deliver consistent, high-end results on schedule. As a Personal Insurance Client Administrator, you are a Guardian, unselfish and approachable with a preference for detailed, skill-based work. You are thoughtful, steady, and reliable, requiring strong structure and adherence to the rules, with an eye for managing detail-work and always following through.

Requirements

• Administrative background required including strong organizational skills
• A well-defined sense of diplomacy and business acumen with a focus on customer service and the overall client experience
• Skill in analysis, problem solving, critical thinking, decision making, teamwork, communication, innovation, and adaptability
• Proficiency in Microsoft Office Suite

Nice To Haves

• Post secondary education, certificates, industry programs, etc. is preferred
• Experience with internal Broker Management Systems (EPIC) considered an asset
• Insurance experience is not required, but is considered an asset

Responsibilities

• Lead by example, live our values, and drive business relationships for the company by providing exceptional customer service
• Build rapport and relationships, ensuring strong long-term relationships are created by providing an industry leading level of support to clients in maintaining their insurance needs
• Support the Personal Insurance team to reach growth initiatives on behalf of the Personal Insurance department
• Efficiently handle document processing, which includes new business, renewals and endorsements within EPIC for all personal lines policies
• Timely follow up on outstanding documents from the Insurer
• Ensure EPIC workflows are followed including maintaining and updating contact information
• Ensure accurate and prompt management of all accounts and invoicing process, encompassing a wide range of tasks such as Agency Billing, non-payment activities, renewal letters, document & transaction review
• Other duties as required

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree