Client Coordinator, CL

Job summary

Provide centralized administrative support to production and service teams, including processing new business, renewal, and endorsement documents in EPIC. Follow up on outstanding documents, maintain claims information and workflows, and ensure accurate, timely account servicing and invoicing while delivering strong client support.

Job details

Navacord is 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 across Canada, we take pride in our ability to attract exceptional talent and build top performing teams who deliver the best results for our clients. Navacord invests time to understand our clients, reducing their total cost of risk, and helping them build stronger organizations. THE ROLE The Client Coordinator provides centralized administrative support to our production and service teams to allow a seamless execution of our service strategy. Client Coordinator 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 Client Coordinator, you are an Artisan, accommodating and analytical while producing highly precise and accurate work. You are; Respecting and seeking direction 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; Process documents including new business, renewals and endorsements within EPIC; Timely follow up on outstanding documents from the Insured or Insurer; Ensure EPIC workflows are followed including maintaining and updating claims information; Ensure accurate and timely servicing and invoicing of accounts; and Other duties as required. WHAT WE REQUIRE: An academic background consisting of post secondary education, certificates, industry programs, etc. is preferred; Willing to invest time in extensive training and obtaining insurance industry related professional designations such as CIP, CRM and CAIB; Must hold a General Insurance License or willing to obtain; 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. Navacord 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.

What you’ll do

Provide centralized administrative support to production and service teams, including processing new business, renewal, and endorsement documents in EPIC. Follow up on outstanding documents, maintain claims information and workflows, and ensure accurate, timely account servicing and invoicing while delivering strong client support.

Requirements

Post-secondary education or relevant certificates and industry programs are preferred, and candidates must hold or be willing to obtain a General Insurance License. Candidates should be willing to pursue insurance designations such as CIP, CRM, or CAIB, and demonstrate customer-service focus, business acumen, strong communication, analytical and problem-solving skills, and proficiency in Microsoft Office; EPIC experience is an asset.

Listed skills

• Customer service · Preferred
• Teamwork · Preferred
• Problem solving · Preferred
• analysis · Preferred
• Organization · Preferred
• adaptability · Preferred
• Attention to detail · Preferred
• Decision Making · Preferred
• Communication · Preferred
• Microsoft Office · Preferred
• Critical Thinking · Preferred
• Relationship Building · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer Service
• Relationship Building
• Document Processing
• Workflow Management
• Attention to Detail
• Organization
• Analysis
• Problem Solving
• Critical Thinking
• Decision Making
• Teamwork
• Communication
• Innovation
• Adaptability
• Microsoft Office
• EPIC Broker Management System
• Administrative Support
• Rapport Building
• Insurance Industry
• Diplomacy
• Customer Relationship Management
• Business Acumen
• General Insurance
• Invoicing
• Risk Management
• Service Strategy

Job areas

• Administrative
• Customer Service & Support
• Finance & Accounting
• Client Coordinator
• Customer Service Supervisor
• Sales and Marketing Managers
• First-Line Supervisors of Office and Administrative Support Workers

More jobs from Navacord