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.

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.
• 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 1
• 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.