Lloyd Sadd is a Navacord broker partner, 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 in Alberta and BC, we take pride in our ability to attract exceptional talent and build top performing teams who deliver the best results for our clients. Lloyd Sadd invests time to understand our clients, reducing their total cost of risk, and helping them build stronger organizations.

We Listen. We Think. We Deliver.

THE ROLE

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
• An eye for managing detail-work and always following through.

WHAT YOU’LL DO:

• Most importantly, you will lead by example, live our values, and drive business relationships for the company by providing exceptional customer service;
• A key emphasis on building rapport and relationships and ensuring that 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; and
• Other duties as required.

WHAT WE REQUIRE:

• Administrative background required including strong organizational skills.
• An academic background consisting of post secondary education, certificates, industry programs, etc. is preferred;
• 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
• Experience with internal Broker Management Systems (EPIC) considered an asset.
• Insurance experience is not required, but is considered an asset.

Lloyd Sadd is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.