Account Administrator, Commercial Insurance, Venture Divison
About the role
Locations: Vancouver, British Columbia
Reporting to: Manager, Commercial Operations
POSITION OVERVIEW
The Account Administrator, Venture Division plays a key support role within Navacord’s Commercial Insurance team, with a specialized focus on small business clients. This role contributes to a seamless client experience through accurate documentation, strong collaboration, and a deep understanding of small business insurance needs. Working closely with Account Managers and Producers, the Account Administrator ensures timely and precise processing of documentation and supports the team in delivering exceptional service to small business clients.
This is a hybrid role with flexibility to work in-office or in-branch based on the needs of the role and/or as required by management.
RESPONSIBILITIES:
Documentation & Processing
- Produce accurate certificates of insurance for small business clients in a timely manner.
- Create Cover Notes based on new or renewing policy coverages specific to the Venture Division.
- Review policy documents for accuracy in issuance based on binding requests and insurer quotes.
- Ensure all client and policy data entered into systems is accurate, complete, and compliant with regulatory and company standards.
- Maintain proficiency in EPIC and other brokerage management systems; support data entry, reporting, and document management.
File Review & Policy Support
- Make recommendations regarding any missing or inadequate coverage after thorough review of files and policies.
- Create submissions and/or proposals based on information provided by the Commercial Account Manager focused on small business needs.
- Prepare Pre-Renewals and assist with New Applications.
- Identify opportunities to streamline administrative processes and contribute to workflow improvements.
Client & Team Support
- Maintain, update, and organize correspondence for entry into EPIC as necessary for small business accounts.
- Assist with formatting client documents, including letters, proposals, and emails tailored to small business clients.
- Escalate complex or urgent issues to Account Managers or leadership as appropriate, ensuring timely resolution.
Relationship Building & Industry Knowledge
- Stay up-to-date on the company’s appetite for risk and Binding Authorities relevant to small businesses.
- Develop strong relationships and correspond with commercial insurance underwriters, attending industry and broker functions as necessary.
- Work closely within a team of Producers, Commercial Technical Administrators, Account Managers, and fellow Account Administrators to support the Navacord team of Commercial Account Managers in the Venture Division.
- Participate in ongoing training and development opportunities to enhance knowledge of commercial insurance products and practices.
Additional duties and responsibilities may be added during the course of employment.
REQUIREMENTS:
- Level 1 BC Insurance License required, working towards Level 2.
- Minimum of 0-2 years of experience in the insurance industry is required.
- Strong desire to build a career in commercial insurance with a focus on small business clients.
- Exceptional attention to detail and accuracy.
- Ability to thrive in a fast-paced, deadline-driven environment.
- Strong organizational and time-management skills.
- Effective interpersonal and communication skills.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
Navacord is deeply committed to fostering a workplace that embraces diversity, equity, and inclusion. We honour and respect the unique backgrounds, experiences, and perspectives of all individuals. We actively encourage women, Indigenous peoples, members of visible minorities, people with disabilities, and LGBTQ2+ persons to apply.
If you require accommodations during the recruitment process or in the workplace due to a disability or other needs, please let us know. We will work with you to ensure the necessary arrangements are in place to support.
The salary range for this role is $50,000 to $70,000 per year. Compensation is determined by a combination of factors including a candidate’s experience, job-specific knowledge, and skills. Internal equity to ensure fairness across the organization and region/location is also considered.
About Waypoint Insurance
Waypoint Insurance, a Navacord Company, is a BC based brokerage offering the product and knowledge of a large brokerage, with the service and attention of a boutique firm and the backing and stability of an international firm. We believe in building strong relationships with our clients and insurer partners and it is through these relationships that we help our communities.
We have been in many of our communities since the beginning. Our story goes back over 150 years when the BC Land & Insurance Group recorded its first transaction in the Comox Valley. In the 1950's the company developed property in and around Victoria and in the 1960's the business moved away from real estate and into insurance.
Today, our 229 strong staff at 20 locations arrange over 100,000 Automobile, Home and Commercial Insurance policies annually for clients in British Columbia. We are prepared for the future and we are committed to providing you with peace of mind through expert advice and a superior range of product offerings.
Visit any one of our locations or call us at 310-8442 to find out how we do insurance differently!
Account Administrator, Commercial Insurance, Venture Divison
About the role
Locations: Vancouver, British Columbia
Reporting to: Manager, Commercial Operations
POSITION OVERVIEW
The Account Administrator, Venture Division plays a key support role within Navacord’s Commercial Insurance team, with a specialized focus on small business clients. This role contributes to a seamless client experience through accurate documentation, strong collaboration, and a deep understanding of small business insurance needs. Working closely with Account Managers and Producers, the Account Administrator ensures timely and precise processing of documentation and supports the team in delivering exceptional service to small business clients.
This is a hybrid role with flexibility to work in-office or in-branch based on the needs of the role and/or as required by management.
RESPONSIBILITIES:
Documentation & Processing
- Produce accurate certificates of insurance for small business clients in a timely manner.
- Create Cover Notes based on new or renewing policy coverages specific to the Venture Division.
- Review policy documents for accuracy in issuance based on binding requests and insurer quotes.
- Ensure all client and policy data entered into systems is accurate, complete, and compliant with regulatory and company standards.
- Maintain proficiency in EPIC and other brokerage management systems; support data entry, reporting, and document management.
File Review & Policy Support
- Make recommendations regarding any missing or inadequate coverage after thorough review of files and policies.
- Create submissions and/or proposals based on information provided by the Commercial Account Manager focused on small business needs.
- Prepare Pre-Renewals and assist with New Applications.
- Identify opportunities to streamline administrative processes and contribute to workflow improvements.
Client & Team Support
- Maintain, update, and organize correspondence for entry into EPIC as necessary for small business accounts.
- Assist with formatting client documents, including letters, proposals, and emails tailored to small business clients.
- Escalate complex or urgent issues to Account Managers or leadership as appropriate, ensuring timely resolution.
Relationship Building & Industry Knowledge
- Stay up-to-date on the company’s appetite for risk and Binding Authorities relevant to small businesses.
- Develop strong relationships and correspond with commercial insurance underwriters, attending industry and broker functions as necessary.
- Work closely within a team of Producers, Commercial Technical Administrators, Account Managers, and fellow Account Administrators to support the Navacord team of Commercial Account Managers in the Venture Division.
- Participate in ongoing training and development opportunities to enhance knowledge of commercial insurance products and practices.
Additional duties and responsibilities may be added during the course of employment.
REQUIREMENTS:
- Level 1 BC Insurance License required, working towards Level 2.
- Minimum of 0-2 years of experience in the insurance industry is required.
- Strong desire to build a career in commercial insurance with a focus on small business clients.
- Exceptional attention to detail and accuracy.
- Ability to thrive in a fast-paced, deadline-driven environment.
- Strong organizational and time-management skills.
- Effective interpersonal and communication skills.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
Navacord is deeply committed to fostering a workplace that embraces diversity, equity, and inclusion. We honour and respect the unique backgrounds, experiences, and perspectives of all individuals. We actively encourage women, Indigenous peoples, members of visible minorities, people with disabilities, and LGBTQ2+ persons to apply.
If you require accommodations during the recruitment process or in the workplace due to a disability or other needs, please let us know. We will work with you to ensure the necessary arrangements are in place to support.
The salary range for this role is $50,000 to $70,000 per year. Compensation is determined by a combination of factors including a candidate’s experience, job-specific knowledge, and skills. Internal equity to ensure fairness across the organization and region/location is also considered.
About Waypoint Insurance
Waypoint Insurance, a Navacord Company, is a BC based brokerage offering the product and knowledge of a large brokerage, with the service and attention of a boutique firm and the backing and stability of an international firm. We believe in building strong relationships with our clients and insurer partners and it is through these relationships that we help our communities.
We have been in many of our communities since the beginning. Our story goes back over 150 years when the BC Land & Insurance Group recorded its first transaction in the Comox Valley. In the 1950's the company developed property in and around Victoria and in the 1960's the business moved away from real estate and into insurance.
Today, our 229 strong staff at 20 locations arrange over 100,000 Automobile, Home and Commercial Insurance policies annually for clients in British Columbia. We are prepared for the future and we are committed to providing you with peace of mind through expert advice and a superior range of product offerings.
Visit any one of our locations or call us at 310-8442 to find out how we do insurance differently!