Client Coordinator, CL

THE ROLEThe 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.