About the role
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 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 include 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.
WHAT WE REQUIRE:
- 1-2 years experience in a receptionist/administrative role;
- Completion of Highschool Diploma is required;
- College education in an office administration or related program an asset;
- Professional and friendly demeanour;
- Ability to multi-task in a fast-paced environment;
- Effective listening skills;
- Positive and self-motivated;
- Excellent organization, planning and prioritizing skills;
- Ability to meet deadlines and communicate the status of assignments;
- Effective verbal and communication skills;
- High level of accuracy and attention to detail required;
- Proficiency with Microsoft Office Suite.
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.
About Navacord
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.
About the role
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 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 include 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.
WHAT WE REQUIRE:
- 1-2 years experience in a receptionist/administrative role;
- Completion of Highschool Diploma is required;
- College education in an office administration or related program an asset;
- Professional and friendly demeanour;
- Ability to multi-task in a fast-paced environment;
- Effective listening skills;
- Positive and self-motivated;
- Excellent organization, planning and prioritizing skills;
- Ability to meet deadlines and communicate the status of assignments;
- Effective verbal and communication skills;
- High level of accuracy and attention to detail required;
- Proficiency with Microsoft Office Suite.
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.
About Navacord
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.