Client Coordinator, Private Client Solutions
Top Benefits
About the role
WHY THIS ROLE MATTERS : Jones DesLauriers Insurance management Inc. is hiring for a Client Coordinator, Private Client Solutions. The successful incumbent will be responsible for assisting the Client Manager in servicing the client with their insurance needs from the moment they call and inquire to binding coverage accurately and professionally.
WHAT YOU’LL BE RESPONSIBLE FOR :
Provide technical assistance to Client Managers Discuss any concerns or outstanding info with underwriters Provide back-up support to Client Managers when required Preparing comparison quotation on renewals where necessary Prepare new business documents to be sent for signatures, etc. Action all renewals, new business, endorsements and claims Process change requests on EPIC Review and invoice renewals and endorsements Issue in-house endorsements and new business on company portals Release renewals after making appropriate changes Scan and attach documents to EPIC Quote cross sells and up sell as much as possible Issue pink slips when needed in addition to completing miscellaneous duties as assigned
WHAT YOU BRING TO THE ROLE : Minimum 1-2 years personal insurance experience ideal R.I.B.O is required and preferably working towards C.I.P. or C.A.I.B. designation Client development / relationship management experience Ability to be a self-starter with strong written and oral communication skills in addition to strong organizational skills Proficiency in Outlook, Word and EPIC
WHAT WE OFFER :
Health and Dental Benefits RRSP Match Program Bonus Hybrid Work Environment Paid Vacation Time Sick Days Additional PTO available
*This is a replacement role. *Navacord DOES NOT utilize artificial intelligence in the screening, assessment, or selection of applicants for this position.
We are committed to providing an inclusive and accessible recruitment and employment experience. Accommodations are available throughout the selection process in accordance with applicable human rights and accessibility legislation. If you require accommodation, let us know and we will work with you to meet your needs.
Not the right fit? Search for Client Coordinator, Private Client Solutions jobs in Mississauga, Ontario, Canada
About Jones DesLauriers
We Are Jones DesLauriers.
Canada’s industry-leading professional services firm and strategic partner for corporate insurance, risk management and employee benefits providing expert solutions for each step of our clients’ journey.
An industry disruptor, we combine two of the country’s largest independent commercial insurance and benefits brokers. Together, we bring a wealth of intellectual capital and a multidisciplinary approach to serving all our clients’ needs with best-in-class planning and solution strategies.
JDIMI is the broker of choice for quality conscious insurance buyers who appreciate thoroughly planned, cost effective strategies to insurance and risk management. Our employees are some of the most knowledgeable brokers in the industry, providing comprehensive insurance advice to allow our clients to make informed buying decisions.
Recognizing that human capital is a key driver to success and a competitive edge in today’s performance-based economy, we encourage an environment that supports professional, personal and social development. We invest in the education of our people to further develop their talent and ensure every broker is equipped with the most up-to-date information and market trends.
As a JDIMI colleague, you can expect to benefit from the mentorship of seasoned and passionate professionals; working with like-minded, results-driven team members, extraordinary clients and partners, and being associated with a highly esteemed brand.
Similar Jobs
Client Coordinator, Private Client Solutions
Top Benefits
About the role
WHY THIS ROLE MATTERS : Jones DesLauriers Insurance management Inc. is hiring for a Client Coordinator, Private Client Solutions. The successful incumbent will be responsible for assisting the Client Manager in servicing the client with their insurance needs from the moment they call and inquire to binding coverage accurately and professionally.
WHAT YOU’LL BE RESPONSIBLE FOR :
Provide technical assistance to Client Managers Discuss any concerns or outstanding info with underwriters Provide back-up support to Client Managers when required Preparing comparison quotation on renewals where necessary Prepare new business documents to be sent for signatures, etc. Action all renewals, new business, endorsements and claims Process change requests on EPIC Review and invoice renewals and endorsements Issue in-house endorsements and new business on company portals Release renewals after making appropriate changes Scan and attach documents to EPIC Quote cross sells and up sell as much as possible Issue pink slips when needed in addition to completing miscellaneous duties as assigned
WHAT YOU BRING TO THE ROLE : Minimum 1-2 years personal insurance experience ideal R.I.B.O is required and preferably working towards C.I.P. or C.A.I.B. designation Client development / relationship management experience Ability to be a self-starter with strong written and oral communication skills in addition to strong organizational skills Proficiency in Outlook, Word and EPIC
WHAT WE OFFER :
Health and Dental Benefits RRSP Match Program Bonus Hybrid Work Environment Paid Vacation Time Sick Days Additional PTO available
*This is a replacement role. *Navacord DOES NOT utilize artificial intelligence in the screening, assessment, or selection of applicants for this position.
We are committed to providing an inclusive and accessible recruitment and employment experience. Accommodations are available throughout the selection process in accordance with applicable human rights and accessibility legislation. If you require accommodation, let us know and we will work with you to meet your needs.
Not the right fit? Search for Client Coordinator, Private Client Solutions jobs in Mississauga, Ontario, Canada
About Jones DesLauriers
We Are Jones DesLauriers.
Canada’s industry-leading professional services firm and strategic partner for corporate insurance, risk management and employee benefits providing expert solutions for each step of our clients’ journey.
An industry disruptor, we combine two of the country’s largest independent commercial insurance and benefits brokers. Together, we bring a wealth of intellectual capital and a multidisciplinary approach to serving all our clients’ needs with best-in-class planning and solution strategies.
JDIMI is the broker of choice for quality conscious insurance buyers who appreciate thoroughly planned, cost effective strategies to insurance and risk management. Our employees are some of the most knowledgeable brokers in the industry, providing comprehensive insurance advice to allow our clients to make informed buying decisions.
Recognizing that human capital is a key driver to success and a competitive edge in today’s performance-based economy, we encourage an environment that supports professional, personal and social development. We invest in the education of our people to further develop their talent and ensure every broker is equipped with the most up-to-date information and market trends.
As a JDIMI colleague, you can expect to benefit from the mentorship of seasoned and passionate professionals; working with like-minded, results-driven team members, extraordinary clients and partners, and being associated with a highly esteemed brand.