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Client Connections Advisor, Bonnyville

Navacord17 days ago
Bonnyville, AB
Mid Level
full_time

About the role

THE ROLE

The Client Connections Administrator role is responsible for managing the reception desk and completing a variety of administrative tasks as required for the Client Support Services team.

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.

WHAT YOU’LL DO

  • Answering all incoming calls, creating a warm, welcoming, and positive experience for all clients and guests visiting the office
  • Collection of incoming mail and coordination of outgoing mail, including inputting Purolator and calling in courier mail
  • Scanning of documents throughout the office
  • General administration duties including keeping prep kitchen facilities clean and tidy, completing requests for catering and boardroom bookings for events/meetings, etc.
  • All other duties or special projects as assigned.
  • Creating and updating the following in a timely and accurate manner as directed:
  • EPIC Entry for New Business/Prospects including schedule creation and custom form entry
  • Policy Document checking including new business and renewals
  • Processing Pink Cards
  • Record Books
  • Updating and maintaining client schedules in EPIC
  • Processing Pink Cards
  • Additional Accounts Receivable Duties may be assigned.

About Navacord

Insurance
501-1000

Shaping the Future of the Broker Distribution Channel

Navacord Corp. is a Canadian platform to benefit the independent insurance brokerage community. The company will invest in and form a nationwide partnership of entrepreneurial brokers with deep roots in local business communities.

Navacord was created with the mandate to help build and guide the best performing brokerages in the country, while keeping the entrepreneurial spirit alive.

Our business model enables new partners to remain majority employee owned while focusing on organic growth, producing healthy profits and internal perpetuation.